Institutions / Kotler Kevin
Kotler Kevin
CIK 1601692 · Institution · as of Dec 31, 2025
Portfolio value
$135.37M
Positions
34
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 34 →
| Company | Value | % of portfolio |
|---|---|---|
| AngioDynamics, Inc. | $22.00M | 16.3% |
| Aurinia Pharmaceuticals Inc.AUPH | $19.54M | 14.4% |
| Avadel Pharmaceuticals PLC | $15.98M | 11.8% |
| Omeros Corp | $15.55M | 11.5% |
| NeuroPace Inc | $9.75M | 7.2% |
| Mediwound Ltd | $6.23M | 4.6% |
| Axogen, Inc. | $5.50M | 4.1% |
| Integra Lifesciences Holdings Corp | $5.31M | 3.9% |
| Aclaris Therapeutics, Inc. | $5.13M | 3.8% |
| Vertical Aerospace Ltd | $5.01M | 3.7% |
| OraSure Technologies Inc | $4.36M | 3.2% |
| Galapagos NV | $2.94M | 2.2% |
| ELI LILLY & Co | $2.15M | 1.6% |
| Cerus Corp | $2.08M | 1.5% |
| NIKE, Inc. | $2.04M | 1.5% |
| Tectonic Therapeutic, Inc.TECX | $1.67M | 1.2% |
| Climb Bio, Inc.CLYM | $1.60M | 1.2% |
| Treace Medical Concepts, Inc.TMCI | $1.16M | 0.9% |
| TriSalus Life Sciences, Inc. | $1.01M | 0.7% |
| Dexcom Inc | $995.5K | 0.7% |
| Vanda Pharmaceuticals Inc | $882.0K | 0.7% |
| Align Technology, Inc. | $680.7K | 0.5% |
| OnKure Therapeutics, Inc. | $573.3K | 0.4% |
| General Electric Co | $452.2K | 0.3% |
| Pulmonx Corp | $442.0K | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.