Position in SRRK
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$309,855
-$106,637 QoQ
Shares Held
6,303
-33.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Common Shares in SRRK Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Spire Wealth Management holds $3,225,256 across 33 Biotechnology names. SRRK ranks #5 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,905 | $850,658 | |
| 2 | HALO |
Halozyme Therapeutics, Inc.
|
7,391 | $477,680 | |
| 3 | EXEL |
Exelixis, Inc.
|
10,633 | $456,049 | |
| 4 | INCY |
Incyte Corp
|
3,487 | $328,195 | |
| 5 | SRRK |
Scholar Rock Holding Corp
This page
|
6,303 | $309,855 | |
| 6 | INSM |
INSMED Inc
|
765 | $125,092 | |
| 7 | PVLA |
Palvella Therapeutics, Inc.
|
1,000 | $124,650 | |
| 8 | NTLA |
Intellia Therapeutics, Inc.
|
9,036 | $115,841 |
All Filings in SRRK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $309,855 | 6,303 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $416,492 | 9,455 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $352,104 | 9,455 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $334,896 | 9,455 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $303,978 | 9,455 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $408,645 | 9,455 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $75,734 | 9,455 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $78,760 | 9,455 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $167,920 | 9,455 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $177,754 | 9,455 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||