MG

Meditor Group Ltd

Concentrated strategySector-focusedLong-term holder

Total reported value

$48.1M

Reporting period: 2024-09-30 · Number of holdings: 4

Meditor Group Ltd disclosed 4 holdings in its latest 13F filing for the period ending 2024-09-30, with total reported value of $48.1M and a quarterly turnover rate of 0.0%.

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Personality snowflake

Concentration
100
Portfolio Stability
0
Momentum/Contrarian
50
Sector conviction
100
Diversification
8
Sizing Uniformity
87.03

Recent moves

No holding changes this quarter

Holdings Map

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Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1EXELExelixis INCStock-Healthcare73.43%-22.28%
2ESPREsperion Therapeutics INCStock-Other12.99%
3INDAIshares Msci India ETFETF-Other7.22%
4EPIWisdomtree India EarningsETF-Other6.36%

Holding changes this quarter

Position changes disclosed by Meditor Group Ltd for the quarter ending 2024-09-30, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction

FAQ

What is Meditor Group Ltd and what type of investor is it?
Meditor Group Ltd is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2024-09-30), the firm manages a tracked equity portfolio valued at approximately $48.1M, spread across 4 disclosed positions.
What are Meditor Group Ltd's largest equity positions?
Based on the latest 13F filing, Meditor Group Ltd's top holdings by market value are: 1. Exelixis INC (EXEL) — $35.4M (73.4%) 2. Esperion Therapeutics INC (ESPR) — $6.3M (13.0%) 3. Ishares Msci India ETF (INDA) — $3.5M (7.2%) 4. Wisdomtree India Earnings (EPI) — $3.1M (6.4%)
What changes did Meditor Group Ltd make in its most recent portfolio filing?
No notable portfolio changes were recorded for Meditor Group Ltd in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Meditor Group Ltd focus on?
Meditor Group Ltd is concentrated in the following sectors based on its current disclosed equity portfolio: • Health Care: 100.0%