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Mass General Brigham, Inc

Location
SOMERVILLE, MA
Portfolio Value
Small $163,350,766
Diversification
Highly concentrated
Filing Date
Global Rank
#4,983 / 8,650 ▼ 296
Top Industry
Biotechnology 50.6%
3Y Alpha vs SPY
+18.8%
Period ended 54 days ago
Filed Aug 7, 2026 · 16d
17 quarters · since Jun 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+141.6%
SPY
+72.8%
Annualised alpha
+14.2%
Max drawdown
−53.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 9 quarters. Past performance does not predict future results.

Portfolio Concentration

5 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
47.7%
−23.2 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
3,903
Sep 2022 → Jun 2026 · range 3,513 – 10,000
Highly concentrated−1,531

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Healthcare 52.3% $85,373,031
Industrials 47.7% $77,977,735

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

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

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
5 tracked positions · $163,350,766 total · filing declares 6 positions · $361,079,129 · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.