Equal-WT
WhaleScore 2.0
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Medicxi Ventures Management (jersey) LTD is based out of St. Helier. Medicxi Ventures Management (jersey) LTD is a registered investment advisory firm Their last reported 13F filing for Q4 2023 included $296,229,948 in managed 13F securities
and a top 10 holdings concentration of 100.0%. Medicxi Ventures Management (jersey) LTD's largest holding is Centessa Pharmaceuticals PLC with shares held of 19,963,157. Whalewisdom has at least 18 13F filings, and 1 Form 4 filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
PCVX Vaxcyte, Inc. | 17.09% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
CNTA Centessa Pharmaceuti | 53.64% |
MRUS Merus BV | 14.85% |
PHAT Phathom Pharmaceutic | 11.59% |
NAMS NewAmsterdam Pharma | 10.82% |
AURA Aura Biosciences Inc | 9.09% |
2023-12-31
13F Activity
Market Value | $296m, Prior: $313m |
New Purchases | 0 stocks |
Added To | 0 stocks |
Sold out of | 1 stocks |
Reduced holdings in | 0 stocks |
Top 10 Holdings % | 100% |
Turnover %[1] | 20% |
Turnover Alt %[2] | 0% |
Time Held Top 20 | 10.8 quarters |
Time Held Top 10 | 10.8 quarters |
Time Held All | 10.8 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31