MONTANOVA CAPITAL, LLC: 13F holdings
CIK 15690642026Q2
| Positions | 96 |
|---|---|
| Reported value | $5.5bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VERADERMICS INC | 4,168,970 | $512.5m | 9.4% |
| ARQT ARCUTIS BIOTHERAPEUTICS INC | 12,437,000 | $326.1m | 6.0% |
| LEGN LEGEND BIOTECH CORP | 7,070,000 | $204.2m | 3.7% |
| PALVELLA THERAPEUTICS INC NE | 1,135,406 | $173.5m | 3.2% |
| ARRIVENT BIOPHARMA INC | 4,515,531 | $156.9m | 2.9% |
| BENITEC BIOPHARMA INC | 11,548,351 | $154.5m | 2.8% |
| BIOHAVEN LTD | 10,286,937 | $153.1m | 2.8% |
| AMD ADVANCED MICRO DEVICES INC | 257,240 | $149.4m | 2.7% |
| RCUS ARCUS BIOSCIENCES INC | 4,776,423 | $147.3m | 2.7% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 304,627 | $145.5m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1569064")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.