Position in SVRA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$326,666
-$9,319 QoQ
Shares Held
59,829
+7.4% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#94
of 184 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.25238596667168095.ToString("F0")%
Shared 0.ToString("F0")%
None 99.74761403332832.ToString("F0")%
Common Shares in SVRA Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Creative Planning holds $360,280,712 across 212 Biotechnology names. SVRA ranks #134 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
109,524 | $48,906,846 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
40,152 | $31,023,040 | |
| 3 | INSM |
INSMED Inc
|
72,200 | $11,806,143 | |
| 4 | EXEL |
Exelixis, Inc.
|
234,142 | $10,042,350 | |
| 5 | BBIO |
BridgeBio Pharma, Inc.
|
119,661 | $8,886,025 | |
| 6 | PCVX |
Vaxcyte, Inc.
|
140,177 | $8,145,685 | |
| 7 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
24,122 | $7,981,245 | |
| 8 | INCY |
Incyte Corp
|
80,874 | $7,611,860 |
All Filings in SVRA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $326,666 | 59,829 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $335,985 | 55,719 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $157,883 | 44,225 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $127,681 | 56,001 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $260,072 | 93,889 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $48,701 | 15,864 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||