1y return+122.7%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $303 against $127 in the S&P 500.2
Regeneron Pharmaceuticals, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PBLSParabilis Medicines, Inc. | $114.0M | 64.4% | New |
| NTLAIntellia Therapeutics, Inc. | $62.7M | 35.4% | |
| ACETAdicet Bio, Inc. | $523K | 0.3% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NTLAIntellia Therapeutics, Inc. | December 31, 2024 | +45.1% | $62.7M |
Sold off last quarter
- Adicet Bio, Inc.CUSIP 007002108 was $412K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +32.0% | +14.8% |
| March 31, 2026 | +42.6% | −4.6% |
| December 31, 2025 | −16.0% | +2.4% |
| September 30, 2025 | +40.9% | +7.8% |
| June 30, 2025 | +20.8% | +10.5% |
| March 31, 2025 | +12.8% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Regeneron Pharmaceuticals, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=872589&type=13F-HR&dateb=&owner=include&count=40CIK 872589
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/872589/000110465926092709/Filed August 7, 2026 · accession 0001104659-26-092709