Institutions / DCF Advisers, LLC

DCF Advisers, LLC

CIK 1802493 · Institution · as of Dec 31, 2025

Portfolio value

$302.82M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 75 →

Company	Class	Value	Shares	% of portfolio
Micron Technology Inc	—	$47.73M	167,250	15.8%
Alphabet Inc.	—	$17.89M	57,000	5.9%
Teva Pharmaceutical Industries LtdTEVA	ADR	$12.02M	385,000	4.0%
Argenx SE	—	$11.48M	13,650	3.8%
VanEck Vectors Gold Miners ETF	—	$9.39M	109,500	3.1%
ELI LILLY & Co	—	$8.92M	8,300	2.9%
Ionis Pharmaceuticals Inc	—	$8.15M	103,000	2.7%
iShares Gold Tr	—	$8.12M	100,000	2.7%
Regeneron Pharmaceuticals, Inc.	—	$7.72M	10,000	2.5%
Amazon.com Inc	—	$7.39M	32,000	2.4%
Bank of America Corp /De	—	$6.57M	119,500	2.2%
Advanced Micro Devices Inc	—	$6.42M	30,000	2.1%
Cybin Inc.	—	$6.34M	775,588	2.1%
Newamsterdam Pharma Company	—	$5.63M	160,600	1.9%
Corvus Pharmaceuticals, Inc.	—	$5.61M	729,000	1.9%
Oracle Corp	—	$5.55M	28,500	1.8%
Alibaba Group Holding LtdBABA	ADR	$5.48M	37,400	1.8%
Baidu, Inc.BIDU	ADR	$5.29M	40,500	1.7%
SPDR Gold Tr	—	$5.15M	13,000	1.7%
Energy Transfer LPET	MLP	$4.96M	300,500	1.6%
iShares Silver Tr	—	$4.67M	72,500	1.5%
Uber Technologies, Inc	—	$4.49M	55,000	1.5%
Amgen Inc	—	$4.42M	13,500	1.5%
Citigroup Inc	—	$4.20M	36,000	1.4%
Incyte Corp	—	$4.10M	41,500	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.