Fund Holdings — Valence8 US LP

Total Portfolio Value
$208.23M
Total Bought
$10.83M
Total Sold
$25.98M
Net Transaction
-$15.15M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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ISHARES TR077,909+77,90907,8003.75%+7,800
KEZAR LIFE SCIENCES INC21,1360-21,136160—-16
NEKTAR THERAPEUTICS(NKTR)26,1070-26,107340—-34
LEAP THERAPEUTICS INC(CYPH)18,5110-18,511480—-48
ELIEM THERAPEUTICS INC(CLYM)12,0450-12,045610—-61
ALECTOR INC14,7080-14,708690—-69
ZURA BIO LTD(ZURA)17,4950-17,495710—-71
VISTAGEN THERAPEUTICS INC(VTGN)34,3760-34,3761030—-103
SOLID BIOSCIENCES INC15,7280-15,7281100—-110
ERASCA INC(ERAS)46,9230-46,9231280—-128
ZEVRA THERAPEUTICS INC(ZVRA)21,5960-21,5961500—-150
INVESCO QQQ TR88,14983,798-4,35143,02342,84020.57%-183
RELAY THERAPEUTICS INC(RLAY)26,2000-26,2001850—-185
ENANTA PHARMACEUTICALS INC(ENTA)19,9390-19,9392070—-207
ULTRAGENYX PHARMACEUTICAL IN(RARE)4,2410-4,2412360—-236
SELECT SECTOR SPDR TR
ST STR UTIL ETF
51,94052,247+3074,1963,9551.90%-241
BLUEPRINT MEDICINES CORP2,6180-2,6182420—-242
VIR BIOTECHNOLOGY INC(VIR)33,6500-33,6502520—-252
INTELLIA THERAPEUTICS INC(NTLA)13,0200-13,0202680—-268
VAXCYTE INC(PCVX)2,4680-2,4682820—-282
APOGEE THERAPEUTICS INC(APGE)5,2400-5,2403080—-308
TYRA BIOSCIENCES INC(TYRA)13,1880-13,1883100—-310
CRINETICS PHARMACEUTICALS IN(CRNX)6,6840-6,6843420—-342
JANUX THERAPEUTICS INC(JANX)7,8570-7,8573570—-357
VANGUARD INDEX FDS96,63097,398+76816,86916,4897.92%-379
NUVALENT INC4,1150-4,1154210—-421
KEROS THERAPEUTICS INC(KROS)8,0250-8,0254660—-466
SOLENO THERAPEUTICS INC9,7060-9,7064900—-490
ARGENX SE(ARGX)9530-9535170—-517
ELI LILLY & CO(LLY)6330-6335610—-561
INDIVIOR PLC57,2930-57,2935640—-564
INSMED INC(INSM)7,8650-7,8655740—-574
SELECT SECTOR SPDR TR
ST STR STAPL ETF
165,267166,161+89413,71713,0626.27%-655
ASCENDIS PHARMA A/S(ASND)4,5850-4,5856850—-685
BRISTOL-MYERS SQUIBB CO(BMY)17,7850-17,7859200—-920
JAZZ PHARMACEUTICALS PLC(JAZZ)8,9690-8,9699990—-999
ISHARES TR399,186404,248+5,06222,96521,21110.19%-1,754
ISHARES TR
MSCI USA QLT FCT
337,472326,910-10,56260,50958,21627.96%-2,293
ISHARES INC
MSCI JAPAN ETF
108,63458,649-49,9857,7723,9351.89%-3,836
ISHARES TR
MSCI UK ETF NEW
209,344116,688-92,6567,8323,9561.90%-3,876
ISHARES TR
MSCI INTL QUALTY
1,026,290990,439-35,85142,58136,76517.66%-5,816
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Valence8 US LP — 13F Holdings — Q4 2024 | TickerTrail