Position in ATEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,462,818
-$3,695,354 QoQ
Shares Held
2,018,823
+3.8% QoQ
Ownership
1.31%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 265 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATEC Over Time
Shares Held
Position Value (USD)
Derivatives in ATEC
reported options exposure · as of Jun 30, 2026CallValue
$45,080,340
CallShares
5,211,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Devices
Healthcare · as of Jun 30, 2026UBS Group AG holds $4,660,030,787 across 135 Medical Devices names. ATEC ranks #26 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BSX |
Boston Scientific Corp
|
16,352,420 | $697,921,281 | |
| 2 | ABT |
Abbott Laboratories
|
7,356,093 | $667,491,874 | |
| 3 | SYK |
Stryker Corp
|
1,909,680 | $601,243,647 | |
| 4 | MDT |
Medtronic plc
|
5,551,443 | $434,289,383 | |
| 5 | DXCM |
Dexcom Inc
|
6,065,779 | $408,530,211 | |
| 6 | ZBH |
Zimmer Biomet Holdings, Inc.
|
2,758,615 | $237,489,163 | |
| 7 | PEN |
Penumbra Inc
|
703,822 | $222,231,795 | |
| 8 | EW |
Edwards Lifesciences Corp
|
2,350,656 | $212,640,338 |
All Filings in ATEC
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,462,818 | 2,018,823 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $45,080,340 | 5,211,600 | Call | Defined | 2026-08-13 | |
| 2026-03-31 | $56,702,208 | 5,211,600 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $21,158,172 | 1,944,685 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $109,652,064 | 5,211,600 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $29,663,452 | 1,409,860 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $75,776,664 | 5,211,600 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $18,153,335 | 1,248,510 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $57,848,760 | 5,211,600 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $13,446,406 | 1,211,388 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $52,845,624 | 5,211,600 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $3,020,056 | 297,836 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,349,749 | 473,829 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,885,183 | 339,062 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,448,217 | 329,973 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,305,659 | 167,198 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,902,952 | 125,940 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $814,048 | 62,764 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,209,154 | 67,250 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $659,754 | 42,292 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $432,247 | 35,000 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $100,352 | 11,482 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $75,445 | 11,536 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $268,087 | 23,312 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $432,122 | 37,806 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $147,778 | 12,123 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $743,586 | 48,537 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,088,230 | 68,919 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,090,015 | 75,070 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $507,328 | 76,405 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $445,737 | 94,838 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $333,714 | 96,729 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||