Position in STAA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,788,539
+$6,423,868 QoQ
Shares Held
341,183
+89.6% QoQ
Ownership
0.680%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 199 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STAA Over Time
Shares Held
Position Value (USD)
Derivatives in STAA
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$1,807,470
PutShares
63,000
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 Jun 30, 2026UBS Group AG holds $3,396,238,950 across 53 Medical Instruments & Supplies names. STAA ranks #23 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,778,545 | $707,291,770 | |
| 2 | ALC |
Alcon Inc
|
7,156,307 | $480,188,194 | |
| 3 | ALGN |
Align Technology Inc
|
2,125,286 | $358,450,733 | |
| 4 | COO |
Cooper Companies, Inc.
|
3,932,013 | $281,964,649 | |
| 5 | MDLN |
Medline Inc.
|
6,431,013 | $253,639,150 | |
| 6 | RMD |
Resmed Inc
|
1,289,300 | $251,258,781 | |
| 7 | BAX |
Baxter International Inc
|
9,529,309 | $203,164,867 | |
| 8 | BDX |
Becton Dickinson & Co
|
1,213,811 | $183,686,016 |
All Filings in STAA
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,788,539 | 341,183 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $1,807,470 | 63,000 | Put | Defined | 2026-08-13 | |
| 2026-03-31 | $3,364,671 | 179,929 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $1,178,100 | 63,000 | Put | Defined | 2026-05-05 | |
| 2025-12-31 | $7,570,100 | 327,852 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $6,328,716 | 235,531 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,491,568 | 267,674 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,175,453 | 236,838 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,752,571 | 72,152 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $707,446 | 19,043 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $640,354 | 13,450 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $919,676 | 24,025 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,965,979 | 127,074 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $1,011,796 | 32,419 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $12,214 | 304 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $2,211,199 | 42,062 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,436,060 | 22,456 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $688,393 | 14,182 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $2,371,538 | 33,615 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $57,098 | 805 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $27,888 | 349 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,549,450 | 16,971 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $349,858 | 2,722 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,128,137 | 13,955 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $985,477 | 9,349 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $920,852 | 11,624 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $537,432 | 9,502 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,505,452 | 24,463 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $795,596 | 24,662 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||