Sio Capital Management
$584M 13F equity value
87 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Sio Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AVR | ANTERIS TECHNOLOGIES GLOBAL | 5,545,984 | $55M | 9.4% |
| COR | CENCORA INC | 173,588 | $49M | 8.4% |
| MMS | MAXIMUS INC | 715,267 | $38M | 6.6% |
| ALLO | ALLOGENE THERAPEUTICS INC | 13,323,431 | $28M | 4.7% |
| GMED | GLOBUS MED INC | 301,816 | $24M | 4.1% |
| GSK | GSK PLC | 436,700 | $23M | 3.9% |
| TYRA | TYRA BIOSCIENCES INC | 695,315 | $22M | 3.8% |
| WAY | WAYSTAR HLDG CORP | 925,834 | $19M | 3.3% |
| IDYA | IDEAYA BIOSCIENCES INC | 480,383 | $18M | 3.1% |
| ORKA | ORUKA THERAPEUTICS INC | 177,118 | $17M | 2.9% |
Track Sio Capital Management's 13F portfolio: $584M in reported holdings, 87 positions. Top holdings and quarterly changes on SentiSense.
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