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Newtyn Management, LLC

Location
NEW YORK, NY
Portfolio Value
Small $334,337,203
Diversification
Diversified
Filing Date
Global Rank
#1,981 / 8,578 ▲ 129
Top Industry
Biotechnology 13.4%
3Y Alpha vs SPY
-17.3%
Period ended 3 months ago
Filed May 15, 2026 · 31d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+11.8%
SPY
+77.5%
Annualised alpha
-17.3%
Max drawdown
−25.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

33 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
9.5%
−2.6 pts
Top 5
43.2%
−5.7 pts
Top 10
68.6%
−6.8 pts
HHI
590
Jun 2023 → Mar 2026 · range 590 – 828
Diversified−102

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Healthcare 40.4% $334,337,203
Technology 12.7% $104,908,213
Communication Services 12.7% $104,745,735
Industrials 7.7% $64,104,252
Real Estate 6.7% $55,112,171
Basic Materials 6.4% $53,389,542
Consumer Cyclical 6.3% $51,820,051
Consumer Defensive 4.8% $39,882,984
Financial Services 2.4% $19,475,428

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
11 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
5 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
10 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
6 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
12 positions · $334,337,203 total · Healthcare only · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History