Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
INCY Incyte Corp	30.7M	$3B	17.8%	—	$85.03	+16.32%	28 qtrs	Increased 62
ONC BEONE MEDICINES LTD	8.8M	$2.7B	15.7%	—	$149.13	+104.34%	28 qtrs	Unchanged 0
MDGL MADRIGAL PHARMACEUTICALS INC	2.1M	$1.2B	7.3%	—	$166.39	+250.81%	28 qtrs	Unchanged 0
INSM Insmed Inc	6.6M	$1.1B	6.7%	—	$75.89	+129.41%	28 qtrs	Decreased 0
ACAD ACADIA PHARMACEUTICALS INC	42.9M	$1.1B	6.7%	—	$27.49	-2.88%	28 qtrs	Unchanged 0
CELC CELCUITY INC	7.9M	$789.5M	4.6%	—	$25.54	+291.18%	10 qtrs	Unchanged 0
RVMD REVOLUTION MEDICINES INC	9.5M	$753.1M	4.4%	—	$30.05	+165.14%	20 qtrs	Unchanged 0
KYMR KYMERA THERAPEUTICS INC	8.7M	$673.6M	3.9%	—	$40.75	+91.72%	22 qtrs	Increased 73
SMMT SUMMIT THERAPEUTICS INC	36.4M	$636.5M	3.7%	—	$12.21	+43.20%	7 qtrs	Increased 63
RYTM RHYTHM PHARMACEUTICALS INC	5.6M	$599.9M	3.5%	—	$23.84	+347.79%	28 qtrs	Unchanged 0
KOD KODIAK SCIENCES INC	19.9M	$556.9M	3.3%	—	$33.79	-17.29%	28 qtrs	Increased 66
PRAX PRAXIS PRECISION MEDICINES I	1.1M	$332M	1.9%	—	$146.42	+102.86%	8 qtrs	Increased 71
ALKS Alkermes PLC	10M	$280.1M	1.6%	—	$26.82	+3.68%	7 qtrs	Increased 59
GRAL GRAIL INC	2.1M	$178.5M	1.0%	—	$33.19	+157.00%	5 qtrs	Increased 60
EWTX EDGEWISE THERAPEUTICS INC	6.6M	$163.2M	1.0%	—	$15.71	+56.22%	20 qtrs	Decreased 0
ARWR ARROWHEAD PHARMACEUTICALS IN	2.2M	$144.4M	0.8%	—	$33.91	+98.34%	3 qtrs	Increased 54
IONS IONIS PHARMACEUTICALS INC	1.8M	$141.8M	0.8%	—	$74.28	+6.31%	2 qtrs	Increased 69
IMVT IMMUNOVANT INC	5.5M	$138.7M	0.8%	—	$21.82	+16.18%	10 qtrs	Unchanged 0
IMTX IMMATICS N.V	12.1M	$127M	0.7%	—	$8.87	+13.56%	22 qtrs	Unchanged 0
IDYA IDEAYA BIOSCIENCES INC	3.6M	$125.1M	0.7%	—	$22.92	+50.54%	14 qtrs	Increased 47
ROIV Roivant Sciences Ltd	5.6M	$120.5M	0.7%	—	$13.62	+58.79%	13 qtrs	Increased 58
ABVX ABIVAX SA	875,796	$118.1M	0.7%	—	$83.33	+66.01%	2 qtrs	Unchanged 0
KNSA KINIKSA PHARMACEUTICALS INTL ORD SH	2.8M	$116.6M	0.7%	—	$18.70	+119.16%	7 qtrs	Increased 42
REPL REPLIMUNE GROUP INC	11M	$107.4M	0.6%	—	$13.47	-27.11%	23 qtrs	Unchanged 0
STOK STOKE THERAPEUTICS INC	3.3M	$105.9M	0.6%	—	$11.06	+187.73%	14 qtrs	Decreased 0
Showing 25 of 85 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

INCYIncyte Corp

Q3 2024 → Q4 2025+5,467 shares+$1.2B

ALKSAlkermes PLC

Q1 2025 → Q4 2025+5.8M shares+$159.9M

IDYAIDEAYA BIOSCIENCES INC

Q2 2025 → Q4 2025+2.6M shares+$107.7M

Upgrade to Pro to see all accumulation streaks

Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer