Sio Capital Management, LLC: 13F holdings
CIK 14824162026Q2
| Positions | 59 |
|---|---|
| Reported value | $604.3m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ANTERIS TECHNOLOGIES GLOBAL | 5,545,984 | $54.6m | 9.0% |
| COR CENCORA INC | 173,588 | $49.1m | 8.1% |
| MMS MAXIMUS INC | 715,267 | $38.5m | 6.4% |
| ALLO ALLOGENE THERAPEUTICS INC | 13,323,431 | $27.7m | 4.6% |
| GMED GLOBUS MED INC | 301,816 | $23.8m | 3.9% |
| GSK GSK PLC | 436,700 | $22.9m | 3.8% |
| TYRA BIOSCIENCES INC | 695,315 | $22.2m | 3.7% |
| WAY WAYSTAR HLDG CORP | 925,834 | $19.0m | 3.1% |
| IDYA IDEAYA BIOSCIENCES INC | 480,383 | $17.9m | 3.0% |
| ORUKA THERAPEUTICS INC | 177,118 | $16.9m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1482416")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.