Position in DXCM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$350,624
-$68,126 QoQ
Shares Held
5,206
-21.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#635
of 966 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DXCM Over Time
Shares Held
Position Value (USD)
Derivatives in DXCM
reported options exposure · as of Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$37,227
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 Devices
Healthcare · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $9,979,556 across 10 Medical Devices names. DXCM ranks #9 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
26,907 | $2,441,541 | |
| 2 | SYK |
Stryker Corp
|
6,475 | $2,038,589 | |
| 3 | GKOS |
GLAUKOS Corp
|
9,892 | $1,382,505 | |
| 4 | MDT |
Medtronic plc
|
16,563 | $1,295,723 | |
| 5 | ZBH |
Zimmer Biomet Holdings, Inc.
|
11,176 | $962,141 | |
| 6 | BSX |
Boston Scientific Corp
|
10,535 | $449,633 | |
| 7 | ATEC |
Alphatec Holdings, Inc.
|
44,363 | $383,739 | |
| 8 | EW |
Edwards Lifesciences Corp
|
4,146 | $375,047 |
All Filings in DXCM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,624 | 5,206 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $418,750 | 6,668 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $453,041 | 6,826 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $633,468 | 9,414 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $565,987 | 8,288 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $743,092 | 9,555 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $673,148 | 10,041 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $863,615 | 7,617 | Shares | Sole | 2024-07-10 | |
| 2023-12-31 | $37,227 | 300 | Put | Sole | 2024-01-29 | |
| 2023-12-31 | $586,573 | 4,727 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $220,561 | 2,364 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $211,141 | 1,643 | Shares | Sole | 2023-07-14 | |
| 2021-03-31 | $27,313 | 76 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $36,972 | 100 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $33,390 | 81 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $63,242 | 156 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $21,272 | 79 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||