account_balance
Investment manager · 13F filer · SEC CIK 1802493
DCF Advisers, LLC
Reported value$337Mas of Sep 30, 2026
Positions91 11 new, 0 sold out
Top 10 weight52.1%MU alone is 21%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MUMicron Technology Inc
20.9%Trimmed −34%
GOOGAlphabet Inc
5.5%
AMDAdvanced Micro Devices Inc
5.3%
AMZNAmazon Com Inc
4.1%Trimmed −7%
HELPCybin Inc
3.7%Trimmed −30%
ARGXArgenx Se
3.3%Trimmed −18%
TEVATeva Pharmaceutical Inds Ltd
2.4%Trimmed −19%
MRVLMarvell Technology Inc
2.4%Added +9%
VRTXVertex Pharmaceuticals Inc
2.4%Added +32%
IAUiShares Gold Tr
2.3%
CRVSCorvus Pharmaceuticals Inc
2.2%
BAC1.9%MUMicron Technology Inc
20.9%Trimmed −34%
GOOG5.5%AMD5.3%AMZN4.1%HELP3.7%ARGX3.3%TEVA2.4%MRVL2.4%VRTX2.4%IAU2.3%CRVS2.2%BACBoxes 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
MU Micron Technology Inc 20.9% Trimmed −34%GOOG Alphabet Inc 5.5% HeldAMD Advanced Micro Devices Inc 5.3% HeldAMZN Amazon Com Inc 4.1% Trimmed −7%HELP Cybin Inc 3.7% Trimmed −30%ARGX Argenx Se 3.3% Trimmed −18%TEVA Teva Pharmaceutical Inds Ltd 2.4% Trimmed −19%MRVL Marvell Technology Inc 2.4% Added +9%VRTX Vertex Pharmaceuticals Inc 2.4% Added +32%IAU iShares Gold Tr 2.3% HeldCRVS Corvus Pharmaceuticals Inc 2.2% HeldBAC Bank of Amer Corp 1.9% Held
What changed