SFAM
Springhill Fund Asset Management Portfolio holdings
AUM
$20.9M
1 Year Est. Return
–
AUM
$61.6M
AUM Growth
–
Holding
17
Top Buys
| 1 | +$6.29M | |
| 2 | +$6.21M | |
| 3 | +$6.15M | |
| 4 |
AstraZeneca
AZN
|
+$5.01M |
| 5 |
Insmed
INSM
|
+$4.8M |
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
$6.07B
| $6.21M | 10.08% |
+190,800
|
|
||
3
Cytokinetics
CYTK
$7.1B
| $6.15M | 9.99% |
+130,735
|
|
||
|
4
AstraZeneca
AZN
$260B
| $5.01M | 8.14% |
+76,500
|
|
||
|
5
Insmed
INSM
$35.5B
| $4.8M | 7.79% |
+69,500
|
|
||
6
Vera Therapeutics
VERA
$1.93B
| $4.63M | 7.51% |
+109,400
|
|
||
7
Cogent Biosciences
COGT
$2.27B
| $4.28M | 6.95% |
+548,554
|
|
||
8
Akero Therapeutics
AKRO
$4.32B
| $4.21M | 6.83% |
+151,200
|
|
||
9
Merus
MRUS
$7.16B
| $3.52M | 5.72% |
+83,800
|
|
||
10
Cullinan Oncology
CGEM
$506M
| $3.37M | 5.47% |
+276,400
|
|
||
11
Dyne Therapeutics
DYN
$2.43B
| $3.09M | 5.02% |
+131,200
|
|
||
12
Nurix Therapeutics
NRIX
$799M
| $3.02M | 4.91% |
+160,500
|
|
||
|
DRUG
13
Bright Minds Biosciences
DRUG
$466M
| $2.18M | 3.55% |
+60,648
|
|
||
|
BCYC
14
Bicycle Therapeutics
BCYC
$566M
| $1.63M | 2.65% |
+116,400
|
|
||
15
Janux Therapeutics
JANX
$1.62B
| $1.58M | 2.57% |
+29,600
|
|
||
|
ABVX
16
Abivax
ABVX
$7.12B
| $1.52M | 2.47% |
+207,600
|
|
||
17
Soleno Therapeutics
SLNO
$3.48B
| $80.6K | 0.13% |
+1,793
|
|