| Issuer | % book | Value | Since entry | Conviction | Business | Tags |
|---|---|---|---|---|---|---|
| $ALXO · ALX ONCOLOGY HLDGS INC | 1.0% | $41,996 | +5% | Med | NASDAQ |
| Issuer | % book | Δ shares | Since add | Conviction | Business | Tags |
|---|---|---|---|---|---|---|
| none | ||||||
| Issuer | % book | Since entry | Business | Tags |
|---|---|---|---|---|
| $GQ9 · SPDR GOLD TR | 81.5% | — | An exchange-traded fund in the State Street SPDR family (GLD) that holds physical gold bullion in trust to track the price of gold. | |
| $BRK.B · BERKSHIRE HATHAWAY INC DEL | 8.7% | +40% Q4 '23 | Berkshire Hathaway is a diversified holding company led by Warren Buffett, owning insurance, railroad, energy, and manufacturing businesses alongside a large portfolio of public equities. | S&PBitget → |
| $KYTX · KYVERNA THERAPEUTICS INC | 4.0% | -70% Q1 '24 | Cell therapy biotech for autoimmune diseases | NASDAQ |
| $LXEO · LEXEO THERAPEUTICS INC | 2.0% | -65% Q4 '23 | Gene therapy biotech (cardiac, CNS diseases) | NASDAQ |
| $XFOR · X4 PHARMACEUTICALS INC | 1.6% | -5% Q4 '25 | Biotech for rare immune diseases | NASDAQ |
| $IKT · INHIBIKASE THERAPEUTICS INC | 1.2% | -35% Q4 '24 | Neurodegenerative disease therapeutics biotech | NASDAQ |
| $ALXO · ALX ONCOLOGY HLDGS INC | 1.0% | +5% Q1 '26 | NASDAQ |
Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker