SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in TERN — Terns Pharmaceuticals, Inc.
CIK 1531593
NEW YORK, NY
Position in TERN
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,212,560
+$1,212,053 QoQ
Shares Held
23,000
+12400.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#186
of 316 holders
Holding Since
Mar 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TERN Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026SUMMIT SECURITIES GROUP LLC holds $1,851,878 across 25 Biotechnology names. TERN ranks #1 (65.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TERN |
Terns Pharmaceuticals, Inc.
This page
|
23,000 | $1,212,560 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
138 | $106,624 | |
| 3 | MRNA |
Moderna, Inc.
|
1,626 | $82,600 | |
| 4 | CRMD |
CorMedix Inc.
|
10,256 | $69,638 | |
| 5 | FULC |
Fulcrum Therapeutics, Inc.
|
6,975 | $53,498 | |
| 6 | COGT |
Cogent Biosciences, Inc.
|
1,197 | $46,072 | |
| 7 | MIRM |
Mirum Pharmaceuticals, Inc.
|
460 | $42,494 | |
| 8 | RVMD |
Revolution Medicines, Inc.
|
400 | $38,900 |
All Filings in TERN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,212,560 | 23,000 | Shares | Sole | 2026-04-30 | |
| 2025-03-31 | $507 | 184 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||