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Kotler Kevin

All holdings · as of Dec 31, 2025

34 positions

CompanyClassValueShares% of portfolio
AngioDynamics, Inc.—$22.00M1,713,78916.3%
Aurinia Pharmaceuticals Inc.AUPHCommon Stock$19.54M1,224,84614.4%
AVADEL PHARMACEUTICALS PLC—$15.98M741,34311.8%
OMEROS CORP—$15.55M905,63511.5%
NeuroPace Inc—$9.75M631,4687.2%
MEDIWOUND LTD—$6.23M337,2364.6%
Axogen, Inc.—$5.50M168,0004.1%
INTEGRA LIFESCIENCES HOLDINGS CORP—$5.31M427,4453.9%
Aclaris Therapeutics, Inc.—$5.13M1,705,9293.8%
VERTICAL AEROSPACE LTD—$5.01M939,7053.7%
OraSure Technologies Inc—$4.36M1,801,4463.2%
GALAPAGOS NV—$2.94M90,0002.2%
ELI LILLY & Co—$2.15M2,0001.6%
CERUS CORP—$2.08M1,011,6141.5%
NIKE, Inc.—$2.04M32,0001.5%
Tectonic Therapeutic, Inc.TECXCommon Stock$1.67M80,0001.2%
Climb Bio, Inc.CLYMCommon Stock$1.60M400,0001.2%
TREACE MEDICAL CONCEPTS, INC.TMCICommon Stock$1.16M474,3650.9%
TriSalus Life Sciences, Inc.—$1.01M145,2000.7%
Dexcom Inc—$995.5K15,0000.7%
VANDA PHARMACEUTICALS INC—$882.0K100,0000.7%
Align Technology, Inc.—$680.7K4,3590.5%
OnKure Therapeutics, Inc.—$573.3K197,6910.4%
GENERAL ELECTRIC CO—$452.2K1,4680.3%
Pulmonx Corp—$442.0K200,0000.3%
PTC Therapeutics Inc—$379.8K5,0000.3%
DYCOM INDUSTRIES INC—$355.1K1,0510.3%
TAKEDA PHARMACEUTICAL CO LTDTAKADR$311.8K20,0000.2%
Beta Bionics, Inc.—$250.3K8,2160.2%
ISHARES TR—$242.5K3,9020.2%
BANK OF AMERICA CORP /DE—$241.6K4,3920.2%
Amazon.com Inc—$230.8K1,0000.2%
Elanco Animal Health Inc—$205.3K9,0720.2%
PLIANT THERAPEUTICS, INC.PLRXCommon Stock$113.5K93,0000.1%
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