Concurrent Investment Advisors, LLC
Position in REGN — Regeneron Pharmaceuticals, Inc.
CIK 2001015
Tampa, FL
Position in REGN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,770,229
+$249,674 QoQ
Shares Held
2,839
+44.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#539
of 1,322 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in REGN Over Time
Shares Held
Position Value (USD)
Derivatives in REGN
reported options exposure · as of Dec 31, 2025CallValue
$154,374
CallShares
200
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, 2026Concurrent Investment Advisors, LLC holds $48,406,067 across 42 Biotechnology names. REGN ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VKTX |
Viking Therapeutics, Inc.
|
306,280 | $11,947,982 | |
| 2 | ROIV |
Roivant Sciences Ltd.
|
190,938 | $6,757,295 | |
| 3 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
10,145 | $5,039,325 | |
| 4 | CRSP |
CRISPR Therapeutics AG
|
90,537 | $4,937,887 | |
| 5 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
7,521 | $2,264,046 | |
| 6 | BEAM |
Beam Therapeutics Inc.
|
63,879 | $2,192,326 | |
| 7 | REGN |
Regeneron Pharmaceuticals, Inc.
This page
|
2,839 | $1,770,229 | |
| 8 | EXEL |
Exelixis, Inc.
|
22,791 | $1,240,057 |
All Filings in REGN
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,770,229 | 2,839 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,520,555 | 1,968 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $154,374 | 200 | Call | Sole | 2026-01-29 | |
| 2025-12-31 | $1,975,986 | 2,560 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,016,021 | 1,807 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $851,550 | 1,622 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $435,081 | 686 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $480,110 | 674 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $905,117 | 861 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $873,405 | 831 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $764,217 | 794 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $313,549 | 357 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||