Position in EXEL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$410,305
+$153,738 QoQ
Shares Held
7,541
+26.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#467
of 751 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Compound Planning, Inc. holds $8,958,284 across 15 Biotechnology names. EXEL ranks #8 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
6,108 | $3,034,026 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
1,253 | $781,294 | |
| 3 | ARGX |
Argenx SE
|
774 | $718,093 | |
| 4 | RPRX |
Royalty Pharma plc
|
12,784 | $716,798 | |
| 5 | MRNA |
Moderna, Inc.
|
8,776 | $614,582 | |
| 6 | RVMD |
Revolution Medicines, Inc.
|
2,787 | $521,948 | |
| 7 | JAZZ |
Jazz Pharmaceuticals plc
|
2,031 | $489,409 | |
| 8 | EXEL |
Exelixis, Inc.
This page
|
7,541 | $410,305 |
All Filings in EXEL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,305 | 7,541 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $256,567 | 5,982 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||