Position in MDGL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,059,281
+$775,024 QoQ
Shares Held
13,147
+9.5% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#105
of 411 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MDGL Over Time
Shares Held
Position Value (USD)
Derivatives in MDGL
reported options exposure · as of Mar 31, 2024CallValue
$3,562
CallShares
400
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 Biotechnology
Healthcare · as of Jun 30, 2026Creative Planning holds $452,608,635 across 219 Biotechnology names. MDGL ranks #18 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
127,672 | $63,418,511 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
36,949 | $23,039,178 | |
| 3 | EXEL |
Exelixis, Inc.
|
270,292 | $14,706,586 | |
| 4 | INCY |
Incyte Corp
|
110,664 | $12,544,870 | |
| 5 | CYTK |
Cytokinetics Inc
|
141,939 | $12,091,783 | |
| 6 | RVMD |
Revolution Medicines, Inc.
|
64,120 | $12,008,393 | |
| 7 | ARGX |
Argenx SE
|
12,744 | $11,823,500 | |
| 8 | BMRN |
Biomarin Pharmaceutical Inc
|
153,161 | $8,763,872 |
All Filings in MDGL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,059,281 | 13,147 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,284,257 | 12,005 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,487,849 | 11,141 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,866,503 | 8,430 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,562,227 | 5,162 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,439,177 | 7,364 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,367,273 | 4,431 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $700,113 | 3,299 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $899,871 | 3,212 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $608,049 | 2,277 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 | $3,562 | 400 | Call | Sole | 2024-05-13 | |
| 2023-12-31 | $429,903 | 1,858 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $302,886 | 2,074 | Shares | Sole | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||