Institutions / Affinity Asset Advisors, LLC
Affinity Asset Advisors, LLC
CIK 1773195 · Institution · as of Dec 31, 2025
Portfolio value
$1.39B
Positions
86
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 86 →
| Company | Value | % of portfolio |
|---|---|---|
| Apogee Therapeutics, Inc. | $93.21M | 6.7% |
| Insmed Inc | $78.32M | 5.6% |
| Abivax SA | $68.10M | 4.9% |
| Ventyx Biosciences, Inc. | $58.56M | 4.2% |
| Xenon Pharmaceuticals Inc. | $56.02M | 4.0% |
| Praxis Precision Medicines, Inc. | $54.53M | 3.9% |
| Cytokinetics Inc | $50.83M | 3.7% |
| Spyre Therapeutics, Inc. | $46.93M | 3.4% |
| Wave Life Sciences Ltd | $45.90M | 3.3% |
| Teva Pharmaceutical Industries LtdTEVA | $43.69M | 3.1% |
| Roivant Sciences Ltd. | $36.89M | 2.7% |
| Arcellx, Inc. | $34.15M | 2.5% |
| Nuvalent, Inc. | $32.45M | 2.3% |
| Lexeo Therapeutics, Inc. | $31.78M | 2.3% |
| Alkermes plc. | $27.98M | 2.0% |
| Forte Biosciences, Inc. | $26.98M | 1.9% |
| Trevi Therapeutics, Inc. | $26.92M | 1.9% |
| Mineralys Therapeutics IncMLYS | $26.49M | 1.9% |
| BridgeBio Pharma, Inc. | $24.48M | 1.8% |
| Oruka Therapeutics, Inc. | $24.32M | 1.7% |
| Terns Pharmaceuticals, Inc. | $22.22M | 1.6% |
| AnaptysBio, Inc. | $21.56M | 1.5% |
| Cullinan Therapeutics, Inc. | $20.00M | 1.4% |
| Omeros Corp | $19.38M | 1.4% |
| Avalo Therapeutics, Inc. | $19.09M | 1.4% |
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.