Position in AVXL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$332,631
+$73,659 QoQ
Shares Held
108,349
+48.9% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVXL Over Time
Shares Held
Position Value (USD)
Derivatives in AVXL
reported options exposure · as of Sep 30, 2025CallValue
$155,750
CallShares
17,500
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 Biotechnology
Healthcare · as of Mar 31, 2026Creative Planning holds $360,319,340 across 212 Biotechnology names. AVXL ranks #132 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
109,524 | $48,906,846 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
40,152 | $31,023,040 | |
| 3 | INSM |
INSMED Inc
|
72,200 | $11,806,143 | |
| 4 | EXEL |
Exelixis, Inc.
|
234,142 | $10,042,350 | |
| 5 | BBIO |
BridgeBio Pharma, Inc.
|
119,661 | $8,886,025 | |
| 6 | PCVX |
Vaxcyte, Inc.
|
140,177 | $8,145,685 | |
| 7 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
24,122 | $7,981,245 | |
| 8 | INCY |
Incyte Corp
|
80,874 | $7,611,860 |
All Filings in AVXL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $332,631 | 108,349 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $258,972 | 72,745 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $155,750 | 17,500 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $686,483 | 77,133 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $161,350 | 17,500 | Call | Sole | 2025-08-08 | |
| 2025-06-30 | $543,205 | 58,916 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $432,457 | 50,403 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $472,022 | 43,950 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $226,466 | 39,871 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $109,133 | 25,861 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $122,826 | 24,131 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $172,746 | 18,555 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $77,139 | 11,777 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $105,169 | 12,936 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $112,386 | 13,114 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $127,806 | 13,802 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $205,522 | 19,915 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $359,509 | 35,915 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $408,876 | 33,215 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $355,730 | 20,515 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 | $265,362 | 17,750 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||