SEC Form 13F

Affinity Asset Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-14
Reported value$2,212,480,490
Positions113

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ROIVANT SCIENCES LTDROIVSHS$132,712,5003,750,000
APOGEE THERAPEUTICS INCAPGECOM$131,004,510987,000
SPYRE THERAPEUTICS INCSYRECOM NEW$113,561,5171,279,134
XENON PHARMACEUTICALS INCXENECOM$96,274,2001,595,000
ERASCA INCERASCOM$96,180,0005,250,000
INSMED INCINSMCOM PAR $.01$69,303,000650,000
PRAXIS PRECISION MEDICINES IPRAXCOM NEW$61,936,150185,000
ALKERMES PLCALKSSHS$58,944,3751,125,000
ORUKA THERAPEUTICS INCORKACOM$56,150,300590,000
ANAPTYSBIO INCANABCOM$55,762,358826,109

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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