Valor Management LLC

CIK

1846237

City

CHICAGO

State / Country

IL

Stock

HRMY — Harmony Biosciences Holdings, Inc.

Top Portfolio Positions

5 positions · $180,883,160 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
BTGO	Bitgo Holdings, Inc. Financial Services	12,538,608	$103,192,743	57.05%
BWAY	Brainsway Ltd. Healthcare	5,314,950	$70,635,685	39.05%
CNTN	Canton Strategic Holdings, Inc. Healthcare	1,084,011	$3,544,715	1.96%
HRMY	Harmony Biosciences Holdings, Inc. Healthcare	117,130	$3,280,811	1.81%
BIOA	BioAge Labs, Inc. Healthcare	13,105	$229,206	0.13%

Portfolio Trend

18 quarters · across all stocks

Holdings in HRMY

Compact Export CSV

Shares Held

Position Value (USD)

18 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,280,811	117,130	0.0%	Shares	Sole	2026-05-13
2025-12-31	$4,383,004	117,130	-90.8%	Shares	Sole	2026-02-13
2025-09-30	$34,951,702	1,268,204	-80.8%	Shares	Sole	2025-11-14
2025-06-30	$209,129,842	6,618,033	0.0%	Shares	Sole	2025-08-14
2025-03-31	$219,652,515	6,618,033	0.0%	Shares	Sole	2025-05-15
2024-12-31	$227,726,515	6,618,033	-41.0%	Shares	Sole	2025-02-14
2024-09-30	$448,721,320	11,218,033	0.0%	Shares	Sole	2024-11-12
2024-06-30	$338,448,055	11,218,033	0.0%	Shares	Sole	2024-08-14
2024-03-31	$376,701,548	11,218,033	0.0%	Shares	Sole	2024-05-15
2023-12-31	$362,342,465	11,218,033	0.0%	Shares	Sole	2024-02-14
2023-09-30	$367,614,941	11,218,033	0.0%	Shares	Sole	2023-11-13
2023-06-30	$394,762,581	11,218,033	0.0%	Shares	Sole	2023-08-14
2023-03-31	$366,268,777	11,218,033	0.0%	Shares	Sole	2023-05-15
2022-12-31	$618,113,618	11,218,033	0.0%	Shares	Sole	2023-02-14
2022-09-30	$496,846,681	11,218,033	0.0%	Shares	Sole	2022-11-14
2022-06-30	$547,103,469	11,218,033	0.0%	Shares	Sole	2022-08-11
2022-03-31	$545,757,305	11,218,033	0.0%	Shares	Sole	2022-05-13
2021-12-31	$478,336,927	11,218,033	—	Shares	Sole	2022-02-09
No 13F history on record for this holder in this stock.