AFFINITY ASSET ADVISORS, LLC

PrivateCIK: 1773195
Location

NEW YORK, NY

110
Positions
$2.21B
Total AUM (reported)
123.08M
Total Shares

Allocation by class

TOTAL AUM$2.21B110 positions
COM$1.09B49.2%
COM NEW$407.92M18.4%
SHS$222.03M10.0%
COM SHS$99.00M4.5%
SPONSORED ADS$88.09M4.0%
COM PAR $.01$69.30M3.1%
ORD SHS$51.16M2.3%

Portfolio Concentration

Top 317.1%4–1023.5%11–2525.8%Rest33.6%TOP 1040.6%0%100%
Top 3$377.28M17.1%
4–10$520.17M23.5%
11–25$570.67M25.8%
Rest$744.37M33.6%

Top 3 weight

17.1%

Top 10 weight

40.6%

Voting Authority Distribution

Total shares with voting rights: 123.08M

Sole

Full voting authority

123.08M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole110
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings110
Rows:

ROIVANT SCIENCES LTD

SOLE
SHS
Shares3.75M
TypeSH
Market value$132.71M
6.00%
Sole
3.75M
Shared
0.00
None
0.00

APOGEE THERAPEUTICS INC

SOLE
COM
Shares987K
TypeSH
Market value$131.00M
5.92%
Sole
987K
Shared
0.00
None
0.00

SPYRE THERAPEUTICS INC

SOLE
COM NEW
Shares1.28M
TypeSH
Market value$113.56M
5.13%
Sole
1.28M
Shared
0.00
None
0.00

XENON PHARMACEUTICALS INC

SOLE
COM
Shares1.59M
TypeSH
Market value$96.27M
4.35%
Sole
1.59M
Shared
0.00
None
0.00

ERASCA INC

SOLE
COM
Shares5.25M
TypeSH
Market value$96.18M
4.35%
Sole
5.25M
Shared
0.00
None
0.00

ALKERMES PLC

SOLE
SHS
Shares1.38M
TypeSH
Market value$72.04M
3.26%
Sole
1.38M
Shared
0.00
None
0.00

INSMED INC

SOLE
COM PAR $.01
Shares650K
TypeSH
Market value$69.30M
3.13%
Sole
650K
Shared
0.00
None
0.00

MODERNA INC

SOLE
COM
Shares975K
TypeSH
Market value$68.28M
3.09%
Sole
975K
Shared
0.00
None
0.00

PRAXIS PRECISION MEDICINES I

SOLE
COM NEW
Shares185K
TypeSH
Market value$61.94M
2.80%
Sole
185K
Shared
0.00
None
0.00

ORUKA THERAPEUTICS INC

SOLE
COM
Shares590K
TypeSH
Market value$56.15M
2.54%
Sole
590K
Shared
0.00
None
0.00

ANAPTYSBIO INC

SOLE
COM
Shares826.11K
TypeSH
Market value$55.76M
2.52%
Sole
826.11K
Shared
0.00
None
0.00

AVALO THERAPEUTICS INC

SOLE
COM NEW
Shares2.90M
TypeSH
Market value$53.59M
2.42%
Sole
2.90M
Shared
0.00
None
0.00

CYTOKINETICS INC

SOLE
COM NEW
Shares550K
TypeSH
Market value$46.85M
2.12%
Sole
550K
Shared
0.00
None
0.00

REVOLUTION MEDICINES INC

SOLE
COM
Shares250K
TypeSH
Market value$46.82M
2.12%
Sole
250K
Shared
0.00
None
0.00

ABIVAX SA

SOLE
SPONSORED ADS
Shares330K
TypeSH
Market value$43.98M
1.99%
Sole
330K
Shared
0.00
None
0.00

FIRST TRACKS BIOTHERAPEUTICS

SOLE
ORD SHS
Shares2.03M
TypeSH
Market value$40.88M
1.85%
Sole
2.03M
Shared
0.00
None
0.00

DIANTHUS THERAPEUTICS INC

SOLE
COM
Shares400K
TypeSH
Market value$38.99M
1.76%
Sole
400K
Shared
0.00
None
0.00

SUTRO BIOPHARMA INC

SOLE
COM SHS
Shares1.17M
TypeSH
Market value$38.93M
1.76%
Sole
1.17M
Shared
0.00
None
0.00

NUVALENT INC

SOLE
COM
Shares275K
TypeSH
Market value$33.96M
1.54%
Sole
275K
Shared
0.00
None
0.00

TREVI THERAPEUTICS INC

SOLE
COM
Shares1.80M
TypeSH
Market value$33.57M
1.52%
Sole
1.80M
Shared
0.00
None
0.00

ARK ETF TR

SOLE
GENOMIC REV ETF
Shares750K
TypeSH
Market value$31.55M
1.43%
Sole
750K
Shared
0.00
None
0.00

OVID THERAPEUTICS INC

SOLE
COM
Shares10.14M
TypeSH
Market value$27.29M
1.23%
Sole
10.14M
Shared
0.00
None
0.00

LEXEO THERAPEUTICS INC

SOLE
COM
Shares5.81M
TypeSH
Market value$27.03M
1.22%
Sole
5.81M
Shared
0.00
None
0.00

CELLDEX THERAPEUTICS INC NEW

SOLE
COM NEW
Shares700K
TypeSH
Market value$26.05M
1.18%
Sole
700K
Shared
0.00
None
0.00

BELITE BIO INC

SOLE
SPONSORED ADS
Shares165K
TypeSH
Market value$25.41M
1.15%
Sole
165K
Shared
0.00
None
0.00
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