13F filer

Odyssean

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 2092853 SEC filings ↗
13F Value
$614.9M
Positions
485
Top Position
RARE0.7%
Top 5
3.1%

Latest filing changes

vs Mar 31, 2026
1 IDYA Ideaya Biosciences +571.6%+$3.3M
2 RDNT Radnet +377.9%+$2.6M
3 PCVX Vaxcyte +211.5%+$2.5M
4 CVX Chevron >999%+$2.5M
5 XOM ExxonMobil +633.2%+$2.4M
Holdings485
# Trend (4Q)
1 RARE 0.7% $4.1M +81.1% 122.1K 0.5% Common Stock
2 KYMR 0.6% $4.0M +132.7% 34.5K 0.5% Common Stock
3 IDYA 0.6% $3.8M +571.6% 102.6K 0.2% Common Stock
4 PCVX 0.6% $3.6M +211.5% 62.6K 0.4% Common Stock
5 AFRM 0.6% $3.6M +139.1% 44.0K 0.3% Common Stock
6 CLDX 0.6% $3.5M NEW 95.1K — Common Stock
7 LOAR 0.6% $3.5M +111.3% 43.7K 0.4% Common Stock
8 MIRM 0.6% $3.5M +149.9% 29.9K 0.4% Common Stock
9 DASH 0.6% $3.5M NEW 18.9K — Common Stock
10 KRYS 0.6% $3.5M +94.0% 9.3K 0.5% Common Stock
11 VIK 0.5% $3.4M +55.3% 32.2K 0.6% Common Stock
12 MEDP 0.5% $3.4M NEW 6.4K — Common Stock
13 TOST 0.5% $3.3M +144.1% 119.8K 0.5% Common Stock
14 AHR 0.5% $3.3M +121.1% 63.5K 0.5% Common Stock
15 NIC 0.5% $3.3M +101.0% 20.0K 0.5% Common Stock
16 VEEV 0.5% $3.3M +144.0% 18.6K 0.5% Common Stock
17 GRBK 0.5% $3.3M +93.2% 41.2K 0.5% Common Stock
18 ESNT 0.5% $3.3M +102.4% 50.9K 0.5% Common Stock
19 MSGE 0.5% $3.3M +60.2% 40.5K 0.5% Common Stock
20 IPAR 0.5% $3.3M +87.0% 29.2K 0.5% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing99
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.