Fund Holdings

Knott David M Jr

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Iovance Biotherapeutics, Inc.(IOVA)01,600,000+1,600,00005,616,0003.34%+5,616,000
LPL Financial Holdings Inc.(LPLA)016,500+16,50004,963,6952.95%+4,963,695
Relmada Therapeutics, Inc.0439,300+439,30003,057,5281.82%+3,057,528
Agios Pharmaceutical, Inc.(AGIO)18,00093,058+75,058489,9603,148,1521.87%+2,658,192
TG Therapeutics, Inc.(TGTX)45,00090,001+45,0011,341,4502,989,8331.78%+1,648,383
Alkermes PLC(ALKS)95,000120,000+25,0002,658,1004,243,2002.53%+1,585,100
Centessa Pharmaceuticals PLC4,00039,000+35,000100,0401,549,0800.92%+1,449,040
Ardelyx, Inc.0207,000+207,00001,239,9300.74%+1,239,930
Syndax Pharmaceutical, Inc.(SNDX)415,000422,000+7,0008,719,1509,857,9205.87%+1,138,770
Arcellx Inc25,70019,433-6,2671,675,6402,231,2971.33%+555,657
Verastem Inc.0104,000+104,0000551,2000.33%+551,200
Biohaven Pharmaceutical Holding Co. Ltd060,720+60,7200513,6910.31%+513,691
Connect Biopharma Holdings Limited200,000387,835+187,835564,0001,016,1280.60%+452,128
Cogent Biosciences Inc.(COGT)102,000104,000+2,0003,623,0404,002,9602.38%+379,920
Cullinan Therapeutics, Inc.(CGEM)024,200+24,2000343,8820.20%+343,882
SPDR S&P Biotech ETF
ST STR SP BIOT
13,00015,000+2,0001,585,0901,916,1001.14%+331,010
Rezolute, Inc.340,000370,000+30,000802,4001,128,5000.67%+326,100
Protagonist Therapeutics, Inc73,00063,000-10,0006,375,8206,640,2003.95%+264,380
Rain Enhancement Technologies Holdco Inc0101,686+101,6860258,2820.15%+258,282
Canadian Natural Resources Limited(CNQ)16,80016,8000568,680818,6640.49%+249,984
Ultragenyx Pharmaceutical Inc.(RARE)20,00633,069+13,063460,138692,7960.41%+232,658
Bridgebio Pharma, Inc.(BBIO)85,00090,000+5,0006,501,6506,683,4003.98%+181,750
Pfizer Inc.(PFE)32,33732,3370805,191908,0230.54%+102,832
Orchestra Biomed Holdings, Inc.250,000253,651+3,6511,037,5001,078,0170.64%+40,517
Brightstar Lottery PLC(BRSL)02,500+2,500031,8500.02%+31,850
FS KKR Capital Corp.(FSK)02,875+2,875029,2670.02%+29,267
Quanta Services, Inc.176176074,28396,6280.06%+22,345
Dow Inc.(DOW)1,2061,206028,19650,2300.03%+22,034
Kura Oncology, Inc.(KURA)39,20952,767+13,558407,382428,9960.26%+21,614
DuPont de Nemours, Inc.(DD)3,7673,7670151,433172,5290.10%+21,096
Corteva, Inc.(CTVA)1,2061,206080,838100,9540.06%+20,116
Mondelez International, Inc.(MDLZ)3,0003,0000161,430172,9200.10%+11,490
Occidental Petroleum Corporation(OXY)663663023,55334,7300.02%+11,177
Eastern Bankshares Inc(EBC)5,0005,000092,15097,8000.06%+5,650
Legacy Housing Corporation4,0004,000078,08081,7200.05%+3,640
iShares Biotechnology ETF5,5005,5000928,235928,6750.55%+440
Wabtec Corporation(WAB)6601,2811,4990.00%+218
Starwood Property Trust, Inc.(STWD)40040007,2046,8880.00%-316
GE HealthCare Technologies Inc(GEHC)505004,1013,5590.00%-542
United Healthcare Corp.(UNH)5757018,81615,4240.01%-3,392
Thermo Fisher Scientific, Inc.(TMO)4545026,07522,1190.01%-3,956
Ryman Hospitality Properties, Inc.(RHP)2,4002,4000227,088221,4480.13%-5,640
Kyndryl Holdings Inc.(KD)428428011,3685,6150.00%-5,753
Salesforce, Inc.(CRM)7777020,39814,3740.01%-6,024
iShares Russell Mid-Cap Growth695695095,17389,0430.05%-6,130
United Rental, Inc.(URI)7878063,12756,8280.03%-6,299
Amazon.com Inc.(AMZN)300300069,24662,4930.04%-6,753
Danaher Corporation(DHR)180180041,20634,1280.02%-7,078
Alphabet Inc CL A300300093,90086,2680.05%-7,632
Blackstone Group LP210210032,36924,1480.01%-8,221
Kimberly-Clark Corporation(KMB)2,4002,4000242,136231,5280.14%-10,608
Nvidia Corp(NVDA)1,2801,2800238,720223,2900.13%-15,430
Janus Henderson AAA CLO ETF
HENDRSON AAA CL
93,52893,52804,730,6464,711,0052.80%-19,641
Broadcom, Inc.(AVGO)7107100245,731219,8590.13%-25,872
Mereo BioPharm Group PLC300,337300,3370125,15099,1110.06%-26,039
International Game Technology PLC2,5000-2,50038,7000-38,700
The Panagram BBB-B CLO ETF
ELDRIDGE BBB B
47,80747,80701,265,9291,226,2500.73%-39,679
FS KKR Capital Corp.(FSK)2,8750-2,87542,5790-42,579
Apple Inc.(AAPL)2,4942,4940678,019632,9520.38%-45,067
AllianceBernstein Holding L.P.(AB)48,00048,00001,847,0401,797,1201.07%-49,920
uniQure N.V.(QURE)4,0000-4,00095,7200-95,720
International Business Machines(IBM)2,1422,1420634,482519,2850.31%-115,197
Invivyd, Inc.100,000100,0000247,000130,0000.08%-117,000
Madrigal Pharmaaceuticals, Inc.(MDGL)2,0002,00001,164,6801,046,9400.62%-117,740
Pelthos Therapeutics, Inc.19,28121,073+1,792597,711442,7440.26%-154,967
Microsoft Corporation(MSFT)1,6001,6000773,792592,2720.35%-181,520
Jasper Therapeutics, Inc.181,389160,789-20,600331,942140,8830.08%-191,059
Johnson & Johnson(JNJ)6,9224,922-2,0001,432,5081,203,1340.72%-229,374
Day One Biopharmaceuticals, Inc.
COM
25,8840-25,884241,2390-241,239
Evolus, Inc.99,33899,3380660,598408,2790.24%-252,319
Vera Therapeutics, Inc.(VERA)26,00026,00001,316,6401,045,9800.62%-270,660
Biogen Inc.(BIIB)6,0004,000-2,0001,055,940733,3200.44%-322,620
Fate Therapeutics, Inc.365,0000-365,000358,6490-358,649
Bristol-Myers Squibb Company(BMY)22,00013,622-8,3781,186,680826,1740.49%-360,506
Mersana Therapeutics, Inc.111,6860-111,686437,7620-437,762
Xenon Pharmaceuticals Inc.(XENE)10,9620-10,962491,3170-491,317
JPMorgan Chase & Co.(JPM)19,47719,47706,275,8795,729,3543.41%-546,525
LENZ Therapeutics, Inc.53,73233,732-20,000859,712308,6480.18%-551,064
ADMA Biologics, Inc.60,20060,20001,098,048542,4020.32%-555,646
AtriCure, Inc.(ATRC)51,40051,40002,033,3841,466,4420.87%-566,942
Solid Bioscience Inc.162,44047,143-115,297916,162339,4300.20%-576,732
Cytokinetics, Incorporated(CYTK)34,00023,644-10,3562,160,3601,558,3760.93%-601,984
Scholar Rock Holding Corporation(SRRK)13,9130-13,913612,8680-612,868
Cybin Inc285,182350,000+64,8182,332,7891,680,0001.00%-652,789
Nektar Therapeutics(NKTR)15,5000-15,500655,3400-655,340
DocGo, Inc.2,670,8502,670,85002,344,4721,680,2321.00%-664,240
Viridian Therapeutics, Inc.(VRDN)145,000181,000+36,0004,512,4003,540,3602.11%-972,040
Arcus Biosciences, Inc.(RCUS)121,24181,241-40,0002,889,1731,754,8061.04%-1,134,367
Wave Life Science Ltd.(WVE)90,00040,000-50,0001,530,000290,0000.17%-1,240,000
Biohaven LTD(BHVN)110,7200-110,7201,250,0290-1,250,029
Catalyst Pharmaceuticals, Inc.(CPRX)189,000120,000-69,0004,411,2602,971,2001.77%-1,440,060
Xeris Biopharma Holdings, Inc.970,0001,060,000+90,0007,614,5006,148,0003.66%-1,466,500
Tectonic Therapeutic, Inc.74,0000-74,0001,543,6400-1,543,640
Alphabet Inc-Cl C(GOOG)91,42091,420028,687,59626,228,39815.61%-2,459,198
Travere Therapeutics, Inc.(TVTX)186,000140,633-45,3677,107,0604,178,2062.49%-2,928,854
Apollo Global Management, Inc.(APO)225,000225,000032,571,00025,069,50014.92%-7,501,500
Calumet, Inc.(CLMT)2,214,9690-2,214,96944,011,4340-44,011,434
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