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.
Odyssean, LLC (CIK 2092853) reported $614.9M across 485 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: RARE ($4.1M, 0.66%), KYMR ($4.0M, 0.64%), IDYA ($3.8M, 0.62%), PCVX ($3.6M, 0.59%), CLDX ($3.5M, 0.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $4.1M | 0.66% | 122,087 | Added |
| 2 | KYMR | KYMERA THERAPEUTICS INC | $4.0M | 0.64% | 34,485 | Added |
| 3 | IDYA | IDEAYA BIOSCIENCES INC | $3.8M | 0.62% | 102,582 | Added |
| 4 | PCVX | VAXCYTE INC | $3.6M | 0.59% | 62,638 | Added |
| 5 | CLDX | CELLDEX THERAPEUTICS INC NEW | $3.5M | 0.58% | 95,069 | New |
| 6 | AFRM | AFFIRM HLDGS INC | $3.6M | 0.58% | 43,968 | Added |
| 7 | MIRM | MIRUM PHARMACEUTICALS INC | $3.5M | 0.57% | 29,924 | Added |
| 8 | KRYS | KRYSTAL BIOTECH INC | $3.5M | 0.57% | 9,349 | Added |
| 9 | LOAR | LOAR HOLDINGS INC | $3.5M | 0.57% | 43,660 | Added |
| 10 | DASH | DOORDASH INC | $3.5M | 0.57% | 18,915 | New |
| 11 | VIK | VIKING HOLDINGS LTD | $3.4M | 0.55% | 32,226 | Added |
| 12 | MEDP | MEDPACE HLDGS INC | $3.4M | 0.55% | 6,361 | New |
| 13 | VEEV | VEEVA SYS INC | $3.3M | 0.54% | 18,634 | Added |
| 14 | NIC | NICOLET BANKSHARES INC | $3.3M | 0.54% | 20,012 | Added |
| 15 | AHR | AMERICAN HEALTHCARE REIT INC | $3.3M | 0.54% | 63,508 | Added |
| 16 | GRBK | GREEN BRICK PARTNERS INC | $3.3M | 0.54% | 41,180 | Added |
| 17 | TOST | TOAST INC | $3.3M | 0.54% | 119,775 | Added |
| 18 | XYZ | BLOCK INC | $3.2M | 0.53% | 42,762 | Added |
| 19 | RDNT | RADNET INC | $3.2M | 0.53% | 52,421 | Added |
| 20 | MSGE | MADISON SQUARE GARDEN ENTMT | $3.3M | 0.53% | 40,452 | Added |
| 21 | IPAR | INTERPARFUMS INC | $3.3M | 0.53% | 29,208 | Added |
| 22 | HCI | HCI GROUP INC | $3.2M | 0.53% | 18,528 | Added |
| 23 | EEFT | EURONET WORLDWIDE INC | $3.3M | 0.53% | 44,597 | Added |
| 24 | ESNT | ESSENT GROUP LTD | $3.3M | 0.53% | 50,922 | Added |
| 25 | DELL | DELL TECHNOLOGIES INC | $3.2M | 0.53% | 7,515 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30