account_balance
Investment manager · 13F filer · SEC CIK 1569064
Montanova Capital, LLC
Reported value$4.76Bas of Jun 30, 2026
Positions95 21 new, 14 sold out
Top 10 weight44.6%MANE alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MANEVeradermics Inc
10.8%
ARQTArcutis Biotherapeutics Inc
6.9%
LEGNLegend Biotech Corp
4.3%Trimmed −7%
PVLAPalvella Therapeutics Inc Ne
3.6%
AVBPArrivent Biopharma Inc
3.3%Added +3%
BNTCBenitec Biopharma Inc
3.2%
BHVNBiohaven Ltd
3.2%
AMDAdvanced Micro Devices Inc
3.1%
RCUSArcus Biosciences Inc
3.1%Trimmed −5%
TSMTaiwan Semiconductor Manufac
3.1%
NVDANvidia Corporation
3.0%Added +25%
EYPTEyepoint Inc
2.5%
MANEVeradermics Inc
10.8%
ARQTArcutis Biotherapeutics Inc
6.9%
LEGN4.3%PVLA3.6%AVBP3.3%BNTC3.2%BHVN3.2%AMD3.1%RCUS3.1%TSM3.1%NVDA3.0%EYPT2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MANE Veradermics Inc 10.8% HeldARQT Arcutis Biotherapeutics Inc 6.9% HeldLEGN Legend Biotech Corp 4.3% Trimmed −7%PVLA Palvella Therapeutics Inc Ne 3.6% HeldAVBP Arrivent Biopharma Inc 3.3% Added +3%BNTC Benitec Biopharma Inc 3.2% HeldBHVN Biohaven Ltd 3.2% HeldAMD Advanced Micro Devices Inc 3.1% HeldRCUS Arcus Biosciences Inc 3.1% Trimmed −5%TSM Taiwan Semiconductor Manufac 3.1% HeldNVDA Nvidia Corporation 3.0% Added +25%EYPT Eyepoint Inc 2.5% Held
What changed