AFFINITY ASSET ADVISORS, LLC

PrivateCIK: 1773195
Location

NEW YORK, NY

103
Positions
$1.94B
Total AUM (reported)
104.51M
Total Shares

Allocation by class

TOTAL AUM$1.94B103 positions
COM$907.62M46.9%
COM NEW$285.17M14.7%
SPONSORED ADS$160.51M8.3%
SHS$140.36M7.2%
TR UNIT$130.07M6.7%
COM PAR $.01$78.49M4.1%
COM SHS$56.95M2.9%

Portfolio Concentration

Top 317.3%4–1024.3%11–2526.9%Rest31.5%TOP 1041.6%0%100%
Top 3$335.62M17.3%
4–10$469.64M24.3%
11–25$521.43M26.9%
Rest$609.62M31.5%

Top 3 weight

17.3%

Top 10 weight

41.6%

Voting Authority Distribution

Total shares with voting rights: 104.51M

Sole

Full voting authority

104.51M

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)

Sole103
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings103
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares200K
TypeSH
Market value$130.07M
6.72%
Sole
200K
Shared
0.00
None
0.00

APOGEE THERAPEUTICS INC

SOLE
COM
Shares1.28M
TypeSH
Market value$108.15M
5.59%
Sole
1.28M
Shared
0.00
None
0.00

XENON PHARMACEUTICALS INC

SOLE
COM
Shares1.68M
TypeSH
Market value$97.40M
5.03%
Sole
1.68M
Shared
0.00
None
0.00

ERASCA INC

SOLE
COM
Shares5.35M
TypeSH
Market value$86.56M
4.47%
Sole
5.35M
Shared
0.00
None
0.00

INSMED INC

SOLE
COM PAR $.01
Shares480K
TypeSH
Market value$78.49M
4.05%
Sole
480K
Shared
0.00
None
0.00

ROIVANT SCIENCES LTD

SOLE
SHS
Shares2.80M
TypeSH
Market value$77.56M
4.01%
Sole
2.80M
Shared
0.00
None
0.00

SPYRE THERAPEUTICS INC

SOLE
COM NEW
Shares1.28M
TypeSH
Market value$64.52M
3.33%
Sole
1.28M
Shared
0.00
None
0.00

CENTESSA PHARMACEUTICALS PLC

SOLE
SPONSORED ADS
Shares1.40M
TypeSH
Market value$55.61M
2.87%
Sole
1.40M
Shared
0.00
None
0.00

PRAXIS PRECISION MEDICINES I

SOLE
COM NEW
Shares170K
TypeSH
Market value$54.77M
2.83%
Sole
170K
Shared
0.00
None
0.00

ANAPTYSBIO INC

SOLE
COM
Shares940K
TypeSH
Market value$52.13M
2.69%
Sole
940K
Shared
0.00
None
0.00

ALKERMES PLC

SOLE
SHS
Shares1.35M
TypeSH
Market value$47.74M
2.47%
Sole
1.35M
Shared
0.00
None
0.00

CYTOKINETICS INC

SOLE
COM NEW
Shares700.48K
TypeSH
Market value$46.17M
2.38%
Sole
700.48K
Shared
0.00
None
0.00

ABIVAX SA

SOLE
SPONSORED ADS
Shares405K
TypeSH
Market value$45.10M
2.33%
Sole
405K
Shared
0.00
None
0.00

TEVA PHARMACEUTICAL INDS LTD

SOLE
SPONSORED ADS
Shares1.40M
TypeSH
Market value$42.17M
2.18%
Sole
1.40M
Shared
0.00
None
0.00

ARCELLX INC

SOLE
COMMON STOCK
Shares362.76K
TypeSH
Market value$41.65M
2.15%
Sole
362.76K
Shared
0.00
None
0.00

MODERNA INC

SOLE
COM
Shares800K
TypeSH
Market value$40.64M
2.10%
Sole
800K
Shared
0.00
None
0.00

DIANTHUS THERAPEUTICS INC

SOLE
COM
Shares400K
TypeSH
Market value$33.57M
1.73%
Sole
400K
Shared
0.00
None
0.00

NUVALENT INC

SOLE
COM
Shares300K
TypeSH
Market value$30.73M
1.59%
Sole
300K
Shared
0.00
None
0.00

TERNS PHARMACEUTICALS INC

SOLE
COM
Shares562.63K
TypeSH
Market value$29.66M
1.53%
Sole
562.63K
Shared
0.00
None
0.00

LEXEO THERAPEUTICS INC

SOLE
COM
Shares5.05M
TypeSH
Market value$28.99M
1.50%
Sole
5.05M
Shared
0.00
None
0.00

COGENT BIOSCIENCES INC

SOLE
COM
Shares750K
TypeSH
Market value$28.87M
1.49%
Sole
750K
Shared
0.00
None
0.00

MADRIGAL PHARMACEUTICALS INC

SOLE
COM
Shares55K
TypeSH
Market value$28.79M
1.49%
Sole
55K
Shared
0.00
None
0.00

SUTRO BIOPHARMA INC

SOLE
COM SHS
Shares1.07M
TypeSH
Market value$26.64M
1.38%
Sole
1.07M
Shared
0.00
None
0.00

FORTE BIOSCIENCES INC

SOLE
COM NEW
Shares1.01M
TypeSH
Market value$26.21M
1.35%
Sole
1.01M
Shared
0.00
None
0.00

ORUKA THERAPEUTICS INC

SOLE
COM
Shares499.67K
TypeSH
Market value$24.51M
1.27%
Sole
499.67K
Shared
0.00
None
0.00
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