PSquared Asset Management AG 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
PA
PSquared Asset Management AG
Institutional Filer 34.38%$287.4M15

Current Portfolio Holdings

Showing all 15 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1WBDWarner Bros. Discovery, Inc.Communication Services1.7M$45.7M15.89%
2IHSIHS Holding LimitedCommunication Services4.3M$35.7M12.44%
3SLSRSolaris Resources Inc.Basic Materials4.1M$35.3M12.27%
4HOLXHologic, Inc.Healthcare406K$30.7M10.68%
5NSCNorfolk Southern CorporationIndustrials96K$27.7M9.62%
6GTLSChart Industries, Inc.Industrials117K$24.3M8.45%
7AAUCAllied Gold CorporationBasic Materials740K$22.9M7.97%
8FOLDAmicus Therapeutics, Inc.Healthcare1.1M$15.9M5.54%
9PENPenumbra, Inc.Healthcare43K$14.0M4.89%
10RVMDRevolution Medicines, Inc.Healthcare138K$13.4M4.68%
11PRAProAssurance CorporationFinancial Services368K$9.1M3.17%
12ACLXArcellx, Inc.Healthcare55K$6.3M2.21%
13OLPXOlaplex Holdings, Inc.Consumer Cyclical1.4M$2.9M1.00%
14ABVXAbivax S.A.Healthcare16K$1.8M0.63%
15GPCRStructure Therapeutics Inc.Healthcare35K$1.7M0.59%
Showing 1 to 15 of 15 holdings