Managed by Piper Sandler & Co. • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $76.6M | 33.40M | 0.00% | — |
| 2 | P PANW — | $50.1M | 18.02M | 0.00% | — |
| 3 | ? N/A — | $47.6M | 4.00M | 0.00% | — |
| 4 | ? N/A — | $31.4M | 15.03M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
? N/A — |
| $30.9M |
| 14.49M |
| 0.00% |
| — |
| 6 | ? N/A — | $28.7M | 13.49M | 0.00% | — |
| 7 | J JAZZ — | $27M | 27.20M | 0.00% | — |
| 8 | $25M | 10.33M | 0.00% | — |
| 9 | N NBIX — | $24.6M | 13.56M | 0.00% | — |
| 10 | S SE — | $24.6M | 12.50M | 0.00% | — |
| 11 | B BMRN — | $21.3M | 21.58M | 0.00% | — |
| 12 | N NSIT — | $21.1M | 9.90M | 0.00% | — |
| 13 | W WDC — | $20.3M | 20.36M | 0.00% | — |
| 14 | ? N/A — | $19.6M | 19.80M | 0.00% | — |
| 15 | ? N/A — | $18.6M | 5.00M | 0.00% | — |
| 16 | I IART — | $18.2M | 18.39M | 0.00% | — |
| 17 | H HUBS — | $17.5M | 8.71M | 0.00% | — |
| 18 | H HOPE — | $16.8M | 17.34M | 0.00% | — |
| 19 | D | $16.8M | 16.75M | 0.00% | — |
| 20 | J JBLU — | $16.4M | 16.80M | 0.00% | — |