account_balance
Investment manager · 13F filer · SEC CIK 1482416
Sio Capital Management, LLC
Reported value$584Mas of Jun 30, 2026
Positions57 15 new, 31 sold out
Top 10 weight50.1%AVR alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AVRAnteris Technologies Global
9.4%Added +3%
CORCencora Inc
8.4%Added +72%
MMSMaximus Inc
6.6%Trimmed −7%
ALLOAllogene Therapeutics Inc
4.7%New
GMEDGlobus Med Inc
4.1%New
GSKGSK PLC
3.9%Added +13%
TYRATyra Biosciences Inc
3.8%Added +15%
WAYWaystar HLDG Corp
3.3%Trimmed −44%
IDYAIdeaya Biosciences Inc
3.1%New
ORKAOruka Therapeutics Inc
2.9%Added +34%
CIThe Cigna Group
2.7%New
SNYSanofi SA
2.7%Added +52%
AVRAnteris Technologies Global
9.4%Added +3%
CORCencora Inc
8.4%Added +72%
MMSMaximus Inc
6.6%Trimmed −7%
ALLOAllogene Therapeutics Inc
4.7%New
GMED4.1%GSK3.9%TYRA3.8%WAY3.3%IDYA3.1%ORKA2.9%CI2.7%SNY2.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AVR Anteris Technologies Global 9.4% Added +3%COR Cencora Inc 8.4% Added +72%MMS Maximus Inc 6.6% Trimmed −7%ALLO Allogene Therapeutics Inc 4.7% NewGMED Globus Med Inc 4.1% NewGSK GSK PLC 3.9% Added +13%TYRA Tyra Biosciences Inc 3.8% Added +15%WAY Waystar HLDG Corp 3.3% Trimmed −44%IDYA Ideaya Biosciences Inc 3.1% NewORKA Oruka Therapeutics Inc 2.9% Added +34%CI The Cigna Group 2.7% NewSNY Sanofi SA 2.7% Added +52%
What changed