Broadfin Holdings LLC

Fundamental diversified ★Signal healthcare specialist (100%) CIK 2110839
Long book
$23.5M
Q1 2026
Positions
1
Top-10 weight
100%
concentration
Last quarter
+15.1%
SPY +14.8%
Turnover
—
of book per quarter

Strategy in plain words

auto-generated from filings

Broadfin Holdings LLC is a diversified fundamental manager, specialised in healthcare (100% of the long book), running a $23.5M US long book across 1 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Current anchor positions: ANGIODYNAMICS INC.

We rate its filings as signal-bearing: position changes reflect genuine views.

Sector allocation

Healthcare
100%

Long book by quarter

$23.5M
Q1 2026

What does Broadfin Holdings own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
ANGO ANGIODYNAMICS INCHealthcare2.1M$23.5M100.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 20261$23.5Mconfidential canonicalSEC ↗
Q4 202513F-NTFeb 17, 2026—$0 SEC ↗

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