Affinity Asset Advisors
$1.7B Assets Reported
102 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| APGE | APOGEE THERAPEUTICS INC | 1,284,926 | $108M | 6.4% |
| XENE | XENON PHARMACEUTICALS INC | 1,675,000 | $97M | 5.8% |
| ERAS | ERASCA INC | 5,350,000 | $87M | 5.1% |
| INSM | INSMED INC | 480,000 | $78M | 4.6% |
| ROIV | ROIVANT SCIENCES LTD | 2,800,000 | $78M | 4.6% |
| SYRE | SPYRE THERAPEUTICS INC | 1,279,134 | $65M | 3.8% |
| CNTA | CENTESSA PHARMACEUTICALS PLC | 1,400,000 | $56M | 3.3% |
| PRAX | PRAXIS PRECISION MEDICINES I | 170,000 | $55M | 3.2% |
| ANAB | ANAPTYSBIO INC | 940,000 | $52M | 3.1% |
| ALKS | ALKERMES PLC | 1,350,000 | $48M | 2.8% |
Track Affinity Asset Advisors's 13F portfolio: $1.7B in reported holdings, 102 positions. Top holdings, AUM, and quarterly changes on SentiSense.