Position in EW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$108,494,465
+$45,265,381 QoQ
Shares Held
1,199,364
+51.9% QoQ
Ownership
0.208%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#67
of 1,315 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Derivatives in EW
reported options exposure · as of Jun 30, 2026CallValue
$2,261,500
CallShares
25,000
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, 2026CITIGROUP INC holds $1,357,955,222 across 90 Medical Devices names. EW ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
2,621,398 | $237,865,653 | |
| 2 | SYK |
Stryker Corp
|
623,725 | $196,373,577 | |
| 3 | MDT |
Medtronic plc
|
1,848,092 | $144,576,236 | |
| 4 | PEN |
Penumbra Inc
|
433,125 | $136,759,218 | |
| 5 | BSX |
Boston Scientific Corp
|
2,582,561 | $110,223,702 | |
| 6 | EW |
Edwards Lifesciences Corp
This page
|
1,199,364 | $108,494,465 | |
| 7 | DXCM |
Dexcom Inc
|
956,398 | $64,413,403 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
850,374 | $54,432,438 |
All Filings in EW
Export CSV
48 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,261,500 | 25,000 | Call | Defined | 2026-08-03 | |
| 2026-06-30 | $108,494,465 | 1,199,364 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $63,229,084 | 789,574 | Shares | Defined | 2026-05-11 | |
| 2026-03-31 | $4,004,000 | 50,000 | Put | Defined | 2026-05-11 | |
| 2026-03-31 | $2,002,000 | 25,000 | Call | Defined | 2026-05-11 | |
| 2025-12-31 | $52,837,863 | 619,799 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $2,131,250 | 25,000 | Call | Defined | 2026-02-13 | |
| 2025-12-31 | $4,262,500 | 50,000 | Put | Defined | 2026-02-13 | |
| 2025-09-30 | $67,820,649 | 872,067 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $108,353,304 | 1,385,415 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $4,348,800 | 60,000 | Put | Defined | 2025-05-12 | |
| 2025-03-31 | $7,248,000 | 100,000 | Call | Defined | 2025-05-12 | |
| 2025-03-31 | $74,178,131 | 1,023,429 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,153,678 | 42,600 | Call | Defined | 2025-02-12 | |
| 2024-12-31 | $62,273,367 | 841,191 | Shares | Defined | 2025-02-12 | |
| 2024-12-31 | $4,441,800 | 60,000 | Put | Defined | 2025-02-12 | |
| 2024-09-30 | $5,444,175 | 82,500 | Put | Defined | 2024-11-12 | |
| 2024-09-30 | $8,083,775 | 122,500 | Call | Defined | 2024-11-12 | |
| 2024-09-30 | $65,718,118 | 995,880 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $44,739,407 | 484,350 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $33,484,700 | 350,405 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $28,537,171 | 374,258 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $29,481,478 | 425,541 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $46,771,547 | 495,829 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $43,449,050 | 525,191 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $32,264,795 | 432,446 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $12,394,500 | 150,000 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $37,267,119 | 451,012 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $34,999,488 | 368,067 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $38,385,782 | 326,077 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $16,828,545 | 129,900 | Put | Defined | 2022-02-10 | |
| 2021-12-31 | $46,403,381 | 358,189 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $25,574,139 | 225,900 | Put | Defined | 2021-11-10 | |
| 2021-09-30 | $42,098,946 | 371,866 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $83,512,839 | 806,342 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $47,199,722 | 564,320 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $5,902,581 | 64,700 | Call | Defined | 2021-02-11 | |
| 2020-12-31 | $52,409,990 | 574,482 | Shares | Defined | 2021-02-11 | |
| 2020-12-31 | $7,982,625 | 87,500 | Put | Defined | 2021-02-11 | |
| 2020-09-30 | $37,801,951 | 473,590 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $6,784,700 | 85,000 | Call | Defined | 2020-11-12 | |
| 2020-09-30 | $15,788,396 | 197,800 | Put | Defined | 2020-11-12 | |
| 2020-06-30 | $34,127,691 | 493,817 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $7,795,608 | 112,800 | Put | Defined | 2020-08-12 | |
| 2020-06-30 | $6,745,136 | 97,600 | Call | Defined | 2020-08-12 | |
| 2020-03-31 | $8,487,895 | 45,000 | Put | Defined | 2020-05-12 | |
| 2020-03-31 | $18,159,001 | 96,273 | Shares | Defined | 2020-05-12 | |
| 2020-03-31 | $10,506,128 | 55,700 | Call | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||