account_balance
Investment manager · 13F filer · SEC CIK 1482416
Sio Capital Management, LLC
Reported value$584Mas of Jun 30, 2026
Positions57 15 new, 31 sold out
Top 10 weight50%AVR alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AVR
Anteris Technologies Global
9.4%Added
COR
Cencora INC
8.4%Added
MMS
Maximus INC
6.6%Trimmed
ALLO
Allogene Therapeutics INC
4.7%New
GMED
Globus Med INC
4.1%New
GSK
Gsk PLC
3.9%Added
TYRA
Tyra Biosciences INC
3.8%Added
WAY
Waystar Hldg Corp
3.3%Trimmed
IDYA
Ideaya Biosciences INC
3.1%New
ORKA
Oruka Therapeutics INC
2.9%Added
47 others
49.9%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed