Position in EDIT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$57,017
-$16,512 QoQ
Shares Held
23,084
+7.1% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EDIT Over Time
Shares Held
Position Value (USD)
Derivatives in EDIT
reported options exposure · as of Dec 31, 2020CallValue
$35,055
CallShares
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. EDIT ranks #192 (0.0% 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 EDIT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,017 | 23,084 | Shares | Sole | 2026-05-12 | |
| 2024-09-30 | $73,529 | 21,563 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $47,120 | 10,090 | Shares | Sole | 2024-08-15 | |
| 2022-03-31 | $4,755 | 250 | Shares | Sole | 2022-05-16 | |
| 2021-06-30 | $211,607 | 3,736 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $715,470 | 17,035 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $799,324 | 11,401 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $35,055 | 500 | Call | Sole | 2021-01-29 | |
| 2020-09-30 | $14,030 | 500 | Call | Sole | 2020-11-05 | |
| 2020-09-30 | $431,254 | 15,369 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $455,443 | 15,397 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $754,868 | 38,067 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||