UNITED THERAPEUTICS CORP - Security Detail

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$14.57B	-	554	-
2024-09-30	$15.44B	+6.0%	609	+9.9%
2024-12-31	$14.94B	-3.2%	556	-8.7%

Institution	Value	Shares	% of Portfolio
KRENSAVAGE ASSET MANAGEMENT, LLC	$32.5M	150K	19.2%
AVORO CAPITAL ADVISORS LLC	$973.9M	2,760K	13.8%
PALO ALTO INVESTORS LP	$54.9M	155K	8.5%
MASSAR CAPITAL MANAGEMENT, LP	$4.6M	13K	5.3%
SUMMIT STREET CAPITAL MANAGEMENT, LLC	$11.4M	32K	4.1%
POPLAR FOREST CAPITAL LLC	$21.1M	59K	3.9%
NITORUM CAPITAL, L.P.	$33.7M	95K	3.9%
ANDREW HILL INVESTMENT ADVISORS, INC.	$4.8M	13K	3.6%
BIRCHVIEW CAPITAL, LP	$3.5M	10K	2.9%
ILLUMINE INVESTMENT MANAGEMENT, LLC	$3.0M	8K	2.5%
SOLEUS CAPITAL MANAGEMENT, L.P.	$38.6M	109K	2.4%
POLARIS CAPITAL MANAGEMENT, LLC	$46.5M	131K	2.2%
TOBAM	$6.4M	18K	2.0%
EAGLE HEALTH INVESTMENTS LP	$7.7M	21K	1.9%
PARKMAN HEALTHCARE PARTNERS LLC	$13.2M	37K	1.8%
GLOBEFLEX CAPITAL L P	$19.4M	54K	1.6%
DECATUR CAPITAL MANAGEMENT, INC.	$3.2M	9K	1.5%
EVERSEPT PARTNERS, LP	$15.4M	43K	1.4%
CRAWFORD FUND MANAGEMENT, LLC	$7.6M	21K	1.3%
ATIKA CAPITAL MANAGEMENT LLC	$10.9M	31K	1.2%
MPM BIOIMPACT LLC	$8.1M	23K	1.2%
PFM HEALTH SCIENCES, LP	$18.5M	52K	1.2%
RENAISSANCE TECHNOLOGIES LLC	$737.2M	2,089K	1.1%
MITCHELL CAPITAL MANAGEMENT CO	$5.5M	15K	1.0%
L2 ASSET MANAGEMENT, LLC	$4.4M	12K	1.0%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
BCYC	US	BICYCLE THERAPEUTICS PLC-ADR	0.023	2	87
XENE	US	XENON PHARMACEUTICALS INC	0.020	4	196
MNKD	US	MANNKIND CORP	0.019	4	215
AXGN	US	AXOGEN INC	0.019	3	162
VERA	US	VERA THERAPEUTICS INC	0.018	3	168
MLTX	US	MOONLAKE IMMUNOTHERAPEUTICS	0.018	2	114
STOK	US	STOKE THERAPEUTICS INC	0.016	2	122
TVTX	US	TRAVERE THERAPEUTICS INC	0.016	3	185
QURE	US	UNIQURE NV	0.016	2	126
SNDX	US	SYNDAX PHARMACEUTICALS INC	0.015	3	205
RARE	US	ULTRAGENYX PHARMACEUTICAL IN	0.014	4	283
NBIX	US	NEUROCRINE BIOSCIENCES INC	0.014	7	505
NVCR	US	NOVOCURE LTD	0.014	3	217
PTCT	US	PTC THERAPEUTICS INC	0.014	3	219
PCVX	US	VAXCYTE INC	0.014	4	293
PTGX	US	PROTAGONIST THERAPEUTICS INC	0.014	3	221
TERN	US	TERNS PHARMACEUTICALS INC	0.014	2	148
REPL	US	REPLIMUNE GROUP INC	0.013	2	150
ALKS	US	ALKERMES PLC	0.013	4	303
PRTA	US	PROTHENA CORP PLC	0.013	2	154
PRAX	US	PRAXIS PRECISION MEDICINES I	0.013	2	156
SLNO	US	SOLENO THERAPEUTICS INC	0.013	2	158
KYMR	US	KYMERA THERAPEUTICS INC	0.012	2	170
VRDN	US	VIRIDIAN THERAPEUTICS INC	0.012	2	170
NRIX	US	NURIX THERAPEUTICS INC	0.012	2	170