Position in SOLV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$41,333,200
-$17,928,175 QoQ
Shares Held
632,974
-15.4% QoQ
Ownership
0.366%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in SOLV Over Time
Shares Held
Position Value (USD)
Derivatives in SOLV
reported options exposure · as of Dec 31, 2025CallValue
$253,568
CallShares
3,200
PutValue
$253,568
PutShares
3,200
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 Instruments & Supplies
Healthcare · as of Mar 31, 2026UBS Group AG holds $3,098,296,053 across 53 Medical Instruments & Supplies names. SOLV ranks #12 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,637,924 | $755,066,578 | |
| 2 | ALC |
Alcon Inc
|
5,931,589 | $446,945,226 | |
| 3 | HOLX |
HOLOGIC INC
|
5,089,745 | $384,733,823 | |
| 4 | COO |
Cooper Companies, Inc.
|
3,435,218 | $245,618,085 | |
| 5 | ALGN |
Align Technology Inc
|
1,405,155 | $240,885,719 | |
| 6 | BDX |
Becton Dickinson & Co
|
1,422,303 | $223,628,699 | |
| 7 | RMD |
Resmed Inc
|
726,811 | $163,154,532 | |
| 8 | MDLN |
Medline Inc.
|
3,191,661 | $142,028,914 |
All Filings in SOLV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,333,200 | 632,974 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $253,568 | 3,200 | Put | Defined | 2026-01-29 | |
| 2025-12-31 | $253,568 | 3,200 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $59,261,375 | 747,872 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $963,600 | 13,200 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $43,320,828 | 593,436 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $233,600 | 3,200 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $46,632,194 | 614,876 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $43,983,739 | 578,429 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $32,462,211 | 491,405 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $29,316,142 | 420,484 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $20,882,730 | 394,908 | Shares | Defined | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||