Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Sio Capital Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Sio Capital Management, LLC (CIK 1482416) reported $697.3M across 71 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MMS ($49.3M, 7.07%), WAY ($39.6M, 5.68%), ICLR ($33.9M, 4.86%), ABC ($31.7M, 4.55%), DNTH ($31.1M, 4.45%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1MMSMAXIMUS INC$49.3M7.07%768,825Added
2WAYWAYSTAR HLDG CORP$39.6M5.68%1.6MAdded
3ICLRICON PLC$33.9M4.86%306,358Added
4ABCCENCORA INC$31.7M4.55%100,894Added
5DNTHDIANTHUS THERAPEUTICS INC$31.1M4.45%370,045Trimmed
6AVRANTERIS TECHNOLOGIES GLOBAL$29.9M4.28%5.4MAdded
7CORTCORCEPT THERAPEUTICS INC$27.2M3.90%674,759New
8LIVNLIVANOVA PLC$26.8M3.84%421,615Added
9TYRATYRA BIOSCIENCES INC$23.2M3.33%605,439Added
10CELCCELCUITY INC$22.1M3.17%193,843Trimmed
11GSKGSK PLC$21.3M3.05%385,879New
12ANIPANI PHARMACEUTICALS INC$20.4M2.93%265,543Added
13ABTABBOTT LABORATORIES$19.2M2.75%186,574New
14EMBCEMBECTA CORP$16.3M2.34%1.8MNew
15ABVXABIVAX SA$15.1M2.17%135,800Added
16VIRVIR BIOTECHNOLOGY INC$13.4M1.93%1.5MAdded
17HAEHAEMONETICS CORP MASS$12.4M1.78%220,672Added
18SIONSIONNA THERAPEUTICS INC$11.8M1.69%294,340New
19SNYSANOFI SA$11.5M1.66%239,671Trimmed
20RAPPRAPPORT THERAPEUTICS INC$11.5M1.65%366,809Added
21TFXTELEFLEX INCORPORATED$11.3M1.63%94,800Added
22BMRNBIOMARIN PHARMACEUTICAL INC$11.0M1.57%194,226Trimmed
23CCRNCROSS CTRY HEALTHCARE INC$10.3M1.48%1.1MAdded
24TARAPROTARA THERAPEUTICS INC$10.3M1.47%2.0MAdded
25GPCRSTRUCTURE THERAPEUTICS INC$10.1M1.45%209,093Added

Source: SEC Form 13F filings · as of 2026-03-31