Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Knott David M Jr (CIK 1892770) reported $168.0M across 82 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($26.2M, 15.61%), APO ($25.1M, 14.92%), SNDX ($9.9M, 5.87%), BBIO ($6.7M, 3.98%), PTGX ($6.6M, 3.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-Cl C | $26.2M | 15.61% | 91,420 | Hold |
| 2 | APO | Apollo Global Management, Inc. | $25.1M | 14.92% | 225,000 | Hold |
| 3 | SNDX | Syndax Pharmaceutical, Inc. | $9.9M | 5.87% | 422,000 | Added |
| 4 | BBIO | Bridgebio Pharma, Inc. | $6.7M | 3.98% | 90,000 | Added |
| 5 | PTGX | Protagonist Therapeutics, Inc | $6.6M | 3.95% | 63,000 | Trimmed |
| 6 | XERS | Xeris Biopharma Holdings, Inc. | $6.1M | 3.66% | 1.1M | Added |
| 7 | JPM | JPMorgan Chase & Co. | $5.7M | 3.41% | 19,477 | Hold |
| 8 | IOVA | Iovance Biotherapeutics, Inc. | $5.6M | 3.34% | 1.6M | New |
| 9 | LPL Financial Holdings Inc. | $5.0M | 2.95% | 16,500 | New | |
| 10 | JAAA | Janus Henderson AAA CLO ETF | $4.7M | 2.80% | 93,528 | Hold |
| 11 | ALKS | Alkermes PLC | $4.2M | 2.53% | 120,000 | Added |
| 12 | TVTX | Travere Therapeutics, Inc. | $4.2M | 2.49% | 140,633 | Trimmed |
| 13 | COGT | Cogent Biosciences Inc. | $4.0M | 2.38% | 104,000 | Added |
| 14 | VRDN | Viridian Therapeutics, Inc. | $3.5M | 2.11% | 181,000 | Added |
| 15 | AGIO | Agios Pharmaceutical, Inc. | $3.1M | 1.87% | 93,058 | Added |
| 16 | RLMD | Relmada Therapeutics, Inc. | $3.1M | 1.82% | 439,300 | New |
| 17 | TGTX | TG Therapeutics, Inc. | $3.0M | 1.78% | 90,001 | Added |
| 18 | CPRX | Catalyst Pharmaceuticals, Inc. | $3.0M | 1.77% | 120,000 | Trimmed |
| 19 | ACLX | Arcellx Inc | $2.2M | 1.33% | 19,433 | Trimmed |
| 20 | XBI | SPDR S&P Biotech ETF | $1.9M | 1.14% | 15,000 | Added |
| 21 | AB | AllianceBernstein Holding L.P. | $1.8M | 1.07% | 48,000 | Hold |
| 22 | RCUS | Arcus Biosciences, Inc. | $1.8M | 1.04% | 81,241 | Trimmed |
| 23 | CYBN | Cybin Inc | $1.7M | 1.00% | 350,000 | Added |
| 24 | DCGO | DocGo, Inc. | $1.7M | 1.00% | 2.7M | Hold |
| 25 | CYTK | Cytokinetics, Incorporated | $1.6M | 0.93% | 23,644 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31