Position in EXEL
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,586,372
+$209,191 QoQ
Shares Held
36,987
+17.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Concurrent Investment Advisors, LLC holds $31,084,354 across 38 Biotechnology names. EXEL ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VKTX |
Viking Therapeutics, Inc.
|
347,786 | $11,316,956 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
9,484 | $4,234,984 | |
| 3 | CRSP |
CRISPR Therapeutics AG
|
62,423 | $2,969,461 | |
| 4 | EXEL |
Exelixis, Inc.
This page
|
36,987 | $1,586,372 | |
| 5 | REGN |
Regeneron Pharmaceuticals, Inc.
|
1,968 | $1,520,555 | |
| 6 | ROIV |
Roivant Sciences Ltd.
|
43,787 | $1,212,899 | |
| 7 | INSM |
INSMED Inc
|
5,141 | $840,656 | |
| 8 | ACAD |
Acadia Pharmaceuticals Inc
|
29,405 | $654,555 |
All Filings in EXEL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,586,372 | 36,987 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,377,181 | 31,421 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $987,441 | 23,909 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $825,442 | 18,726 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $457,143 | 12,382 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||