Position in IRTC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,238,250
-$1,608,141 QoQ
Shares Held
77,665
-15.5% QoQ
Ownership
0.236%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#72
of 304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in IRTC Over Time
Shares Held
Position Value (USD)
Derivatives in IRTC
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$2,078,720
PutShares
28,000
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, 2026UBS Group AG holds $4,686,473,125 across 138 Medical Devices names. IRTC ranks #34 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BSX |
Boston Scientific Corp
|
16,352,420 | $697,921,281 | |
| 2 | ABT |
Abbott Laboratories
|
7,356,093 | $667,491,874 | |
| 3 | SYK |
Stryker Corp
|
1,909,680 | $601,243,647 | |
| 4 | MDT |
Medtronic plc
|
5,551,443 | $434,289,383 | |
| 5 | DXCM |
Dexcom Inc
|
6,065,779 | $408,530,211 | |
| 6 | ZBH |
Zimmer Biomet Holdings, Inc.
|
2,758,615 | $237,489,163 | |
| 7 | PEN |
Penumbra Inc
|
703,822 | $222,231,795 | |
| 8 | EW |
Edwards Lifesciences Corp
|
2,350,656 | $212,640,338 |
All Filings in IRTC
Export CSV
39 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,238,250 | 77,665 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $10,846,391 | 91,903 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $27,187,001 | 153,218 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $9,078,147 | 52,783 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,430,629 | 35,273 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $19,167,534 | 183,106 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $15,382,550 | 170,595 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,078,720 | 28,000 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $3,091,278 | 41,639 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,652,033 | 24,638 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $3,013,920 | 28,000 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $3,248,000 | 28,000 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $4,464,376 | 38,486 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,926,654 | 36,684 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $2,997,120 | 28,000 | Put | Defined | 2024-02-09 | |
| 2023-09-30 | $3,487,620 | 37,000 | Put | Defined | 2023-11-09 | |
| 2023-09-30 | $3,058,264 | 32,445 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $3,129,600 | 30,000 | Put | Defined | 2023-08-11 | |
| 2023-06-30 | $4,526,548 | 43,391 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $716,768 | 5,779 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $3,720,900 | 30,000 | Put | Defined | 2023-05-12 | |
| 2022-12-31 | $2,810,100 | 30,000 | Put | Defined | 2023-02-08 | |
| 2022-12-31 | $130,482 | 1,393 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $1,198,176 | 9,564 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $3,758,400 | 30,000 | Put | Defined | 2022-11-10 | |
| 2022-06-30 | $5,186,951 | 48,014 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $4,732,917 | 30,056 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $155,232 | 1,319 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $298,480 | 5,097 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $65,023 | 980 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $319,378 | 2,300 | Put | Defined | 2021-05-12 | |
| 2021-03-31 | $319,378 | 2,300 | Call | Defined | 2021-05-12 | |
| 2021-03-31 | $1,054,780 | 7,596 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $664,188 | 2,800 | Put | Defined | 2021-02-11 | |
| 2020-12-31 | $470,150 | 1,982 | Shares | Defined | 2021-02-11 | |
| 2020-12-31 | $664,188 | 2,800 | Call | Defined | 2021-02-11 | |
| 2020-09-30 | $1,427,469 | 5,995 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $912,170 | 7,871 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $366,236 | 4,502 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||