SFAM
Springhill Fund Asset Management Portfolio holdings
AUM
$20.9M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$61.6M
AUM Growth
–
Holding
17
Top Buys
| 1 | +$7.9M | |
| 2 | +$6.79M | |
| 3 | +$5.47M | |
| 4 |
AstraZeneca
AZN
|
+$5.36M |
| 5 |
VRNA
Verona Pharma
VRNA
|
+$5.09M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
VRNA
1
DELISTED
Verona Pharma
VRNA
| $6.29M | 10.22% |
+135,452
|
|
||
2
Legend Biotech
LEGN
$3.46B
| $6.21M | 10.08% |
+190,800
|
|
||
3
Cytokinetics
CYTK
$7.4B
| $6.15M | 9.99% |
+130,735
|
|
||
|
4
AstraZeneca
AZN
$295B
| $5.01M | 8.14% |
+76,500
|
|
||
5
Insmed
INSM
$30.1B
| $4.8M | 7.79% |
+69,500
|
|
||
6
Vera Therapeutics
VERA
$2.85B
| $4.63M | 7.51% |
+109,400
|
|
||
7
Cogent Biosciences
COGT
$5.52B
| $4.28M | 6.95% |
+548,554
|
|
||
|
AKRO
8
DELISTED
Akero Therapeutics
AKRO
| $4.21M | 6.83% |
+151,200
|
|
||
|
MRUS
9
DELISTED
Merus
MRUS
| $3.52M | 5.72% |
+83,800
|
|
||
10
Cullinan Oncology
CGEM
$797M
| $3.37M | 5.47% |
+276,400
|
|
||
11
Dyne Therapeutics
DYN
$2.96B
| $3.09M | 5.02% |
+131,200
|
|
||
12
Nurix Therapeutics
NRIX
$1.55B
| $3.02M | 4.91% |
+160,500
|
|
||
|
DRUG
13
Bright Minds Biosciences
DRUG
$705M
| $2.18M | 3.55% |
+60,648
|
|
||
|
BCYC
14
Bicycle Therapeutics
BCYC
$332M
| $1.63M | 2.65% |
+116,400
|
|
||
15
Janux Therapeutics
JANX
$826M
| $1.58M | 2.57% |
+29,600
|
|
||
|
ABVX
16
Abivax
ABVX
$9.13B
| $1.52M | 2.47% |
+207,600
|
|
||
17
Soleno Therapeutics
SLNO
$1.74B
| $80.6K | 0.13% |
+1,793
|
|