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Merck & Co., Inc.

Q1 2026 · Filed 2026-05-13
Market Value
$323M
+28.3%
Holdings
12
+2
New Purchases
3
Added To
1
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
25.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MRNA 36.31% 27.05% +9.26% $117M
EIKN 5.46% 0.00% +5.46% $18M
AKTS 5.28% 0.00% +5.28% $17M
STRO 2.10% 1.25% +0.85% $7M
XLO 0.28% 0.00% +0.28% $891K
ALEC 2.36% 2.20% +0.16% $8M
HURA 0.01% 0.00% +0.01% $35K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PSNL 27.70% 44.43% -16.72% $89M
KYMR 19.91% 23.88% -3.96% $64M
VRDN 0.57% 1.16% -0.59% $2M
CARM 0.01% 0.03% -0.01% $48K
NEUP 0.01% 0.02% -0.00% $41K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $117M 36.3%
Mid Cap 1 $64M 19.9%
Small Cap 3 $108M 33.5%
Micro Cap 7 $33M 10.2%

Portfolio Analytics

Avg Market Cap
$2.4B
Median Market Cap
$246M
Avg P/E
0.0
Median P/E
0.0
Avg Dividend Yield
—%
Avg Beta
0.92
# Stocks
12
# ETFs / Funds
0

Top Holdings (12 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MRNA 36.31% 2,308,190 $117M $50.80 $49M
2 PSNL 27.70% 14,044,943 $89M $6.37 -$22M
3 KYMR 19.91% 772,165 $64M $83.29 $4M
4 EIKN 5.46% 1,666,666 $18M $10.58 +1,666,666 NEW
5 AKTS 5.28% 952,844 $17M $17.89 +952,844 NEW
6 ALEC 2.36% 3,545,719 $8M $2.15 $2M
7 STRO 2.10% 272,351 $7M $24.91 $4M
8 VRDN 0.57% 93,414 $2M $19.56 -$1M
9 XLO 0.28% 105,982 $891K $8.41 +105,982 NEW
10 CARM 0.01% 1,473,240 $48K $0.03 -$15K
11 NEUP 0.01% 10,027 $41K $4.07 $2K
12 HURA 0.01% 19,445 $35K $1.79 $24K +5,495 +39.4%

New Positions

SymbolValue% Port
EIKN $18M 5.46%
AKTS $17M 5.28%
XLO $891K 0.28%
View SEC EDGAR Filings for Merck & Co., Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms