Concurrent Investment Advisors, LLC
Position in RCKT — Rocket Pharmaceuticals, Inc.
CIK 2001015
Tampa, FL
Position in RCKT
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$252,836
+$13,820 QoQ
Shares Held
70,625
+3.7% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RCKT Over Time
Shares Held
Position Value (USD)
Derivatives in RCKT
reported options exposure · as of Jun 30, 2025CallValue
$6,125
CallShares
2,500
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 Mar 31, 2026Concurrent Investment Advisors, LLC holds $31,084,354 across 38 Biotechnology names. RCKT ranks #22 (0.8% 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.
|
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 RCKT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $252,836 | 70,625 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $239,016 | 68,096 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $248,072 | 76,096 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $6,125 | 2,500 | Call | Sole | 2025-07-25 | |
| 2025-06-30 | $138,684 | 56,606 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||