Position in AVTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$56,155,738
+$27,461,152 QoQ
Shares Held
5,672,297
+55.0% QoQ
Ownership
0.831%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#32
of 454 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in AVTR Over Time
Shares Held
Position Value (USD)
Derivatives in AVTR
reported options exposure · as of Dec 31, 2025CallValue
$8,022
CallShares
700
PutValue
$3,438
PutShares
300
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 Instruments & Supplies
Healthcare · as of Jun 30, 2026UBS Group AG holds $3,396,238,955 across 53 Medical Instruments & Supplies names. AVTR ranks #11 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,778,545 | $707,291,770 | |
| 2 | ALC |
Alcon Inc
|
7,156,307 | $480,188,194 | |
| 3 | ALGN |
Align Technology Inc
|
2,125,286 | $358,450,733 | |
| 4 | COO |
Cooper Companies, Inc.
|
3,932,013 | $281,964,649 | |
| 5 | MDLN |
Medline Inc.
|
6,431,013 | $253,639,150 | |
| 6 | RMD |
Resmed Inc
|
1,289,300 | $251,258,781 | |
| 7 | BAX |
Baxter International Inc
|
9,529,309 | $203,164,867 | |
| 8 | BDX |
Becton Dickinson & Co
|
1,213,811 | $183,686,016 |
All Filings in AVTR
Export CSV
43 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,155,738 | 5,672,297 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $28,694,586 | 3,660,024 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $8,022 | 700 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $3,438 | 300 | Put | Defined | 2026-01-29 | |
| 2025-12-31 | $88,604,627 | 7,731,643 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $8,736 | 700 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $12,480 | 1,000 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $51,890,640 | 4,157,904 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $13,460 | 1,000 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $82,077,677 | 6,097,896 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $9,422 | 700 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $11,347 | 700 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $16,210 | 1,000 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $271,210,982 | 16,731,091 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $21,070 | 1,000 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $107,912,973 | 5,121,641 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $14,749 | 700 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $32,005,066 | 1,237,150 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $25,870 | 1,000 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $18,109 | 700 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $3,194,840 | 150,700 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $14,840 | 700 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $22,675,029 | 1,069,577 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $31,431,792 | 1,229,245 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $48,738,977 | 1,906,100 | Put | Defined | 2024-05-13 | |
| 2023-12-31 | $12,840,182 | 562,426 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $15,976,635 | 757,905 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $17,107,475 | 832,886 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $17,149,969 | 811,257 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $17,332,498 | 821,835 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $13,340,484 | 680,637 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $21,119,480 | 679,083 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $25,196,811 | 745,027 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $36,851,510 | 874,502 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $30,175,404 | 737,785 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $18,000,301 | 506,908 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $5,447,691 | 188,306 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $9,865,616 | 350,466 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,473,900 | 110,000 | Call | Defined | 2020-11-12 | |
| 2020-09-30 | $5,878,165 | 261,368 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,027,640 | 236,920 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $296,774 | 23,761 | Shares | Defined | 2020-05-01 | |
| 2020-03-31 | $324,740 | 26,000 | Call | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||