QVT Financial LP

Fundamental concentrated ★Highest signal healthcare specialist (62%) CIK 1290162
League rank
#217
in Fundamental concentrated · #377 overall
Long book
$1.26B
Q1 2026
Positions
66
Top-10 weight
81%
concentration
Last quarter
+23.5%
SPY +14.8%
Turnover
51%
of book per quarter

Strategy in plain words

auto-generated from filings

QVT Financial LP is a concentrated fundamental stock-picker, specialised in healthcare (62% of the long book), running a $1.26B US long book across 66 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: ROIVANT SCIENCES LTD, OKEANIS ECO TANKERS CORP, GOLDMAN SACHS GROUP INC, ALLOT LTD, INVESCO QQQ TRUST SERIES 1.

Over the last 9 quarters its long book ran on average 7.2pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+1.1%
Q2 2024
+11.2%
Q3 2024
-0.5%
Q4 2024
-9.8%
Q1 2025
+11.4%
Q2 2025
+24.3%
Q3 2025
+27.3%
Q4 2025
+16.7%
Q1 2026
+23.5%

Sector allocation

Healthcare
61%
Technology
13%
Financials
9%
Industrials
5%
Communications
5%
Other
5%
Consumer discretionary
1%
Energy
1%

Long book by quarter

$1.04B
Q1 2024
$1.02B
Q2 2024
$1.11B
Q3 2024
$1.07B
Q4 2024
$973.7M
Q1 2025
$688.4M
Q2 2025
$873.9M
Q3 2025
$1.04B
Q4 2025
$1.26B
Q1 2026

What does QVT Financial own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
ROIV ROIVANT SCIENCES LTDHealthcare25.2M$697.0M55.4%-4.6%
ECO OKEANIS ECO TANKERS CORPIndustrials1.4M$64.8M5.2%Held
GS GOLDMAN SACHS GROUP INCFinancials56.3K$47.6M3.8%+8.7%
ALLT ALLOT LTDTechnology5.6M$37.3M3.0%+10.6%
NNI NELNET INC-CL AFinancials231.4K$29.8M2.4%+0.8%
NXST NEXSTAR MEDIA GROUP INCCommunications155.3K$28.1M2.2%Held
NYT NEW YORK TIMES CO-AOther316.9K$26.5M2.1%Held
NVDA NVIDIA CORPTechnology137.2K$23.9M1.9%+0.4%
AAPL APPLE INCTechnology90.8K$23.0M1.8%+18.9%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials47.9K$23.0M1.8%Held
ATEX ANTERIX INCCommunications503.9K$19.2M1.5%Held
MSFT MICROSOFT CORPTechnology45.5K$16.9M1.3%+1980.4%
WHWK WHITEHAWK THERAPEUTICS INCHealthcare4.6M$15.9M1.3%Held
LILAK LIBERTY LATIN AMERIC-CL CCommunications1.7M$15.4M1.2%Held
INFQ INFLEQTION INCTechnology1.3M$12.3M1.0%New
KMX CARMAX INCConsumer discretionary260.9K$10.8M0.9%+13.4%
NE NOBLE CORP PLCEnergy208.6K$10.2M0.8%Held
AM6 AMICUS THERAPEUTICS INC699.3K$10.1M0.8%New
BIRK BIRKENSTOCK HOLDING PLCOther273.5K$9.8M0.8%New
ORCL ORACLE CORPTechnology175.0K$8.0M0.6%New
FL3 REAL ASSET ACQUISITION762.7K$8.0M0.6%New
ZURA ZURA BIO LTDHealthcare1.3M$7.8M0.6%New
SMMT SUMMIT THERAPEUTICS INCHealthcare360.5K$6.8M0.5%Held
BXSL BLACKSTONE SECURED LENDING F249.6K$5.9M0.5%+7.5%
AVGO BROADCOM INCTechnology17.7K$5.5M0.4%+0.8%
MGNI MAGNITE INCTechnology453.9K$5.4M0.4%+640.6%
CMTL COMTECH TELECOMMUNICATIONSTechnology1.7M$5.3M0.4%+21.7%
SNPS SYNOPSYS INCTechnology7.6K$3.0M0.2%+28.4%
MINE MAYFAIR GOLD CORPMaterials910.0K$2.7M0.2%New
DASH DOORDASH INC - AServices media16.1K$2.4M0.2%+64.6%
IOVA IOVANCE BIOTHERAPEUTICS INCHealthcare678.6K$2.4M0.2%Held
AMD ADVANCED MICRO DEVICESTechnology7.5K$1.5M0.1%+56.2%
GOOGL ALPHABET INC-CL ATechnology5.0K$1.4M0.1%+28.3%
BHVN BIOHAVEN LTDHealthcare170.0K$1.4M0.1%Held
GTN GRAY MEDIA INCCommunications291.5K$1.3M0.1%Held
CDNS CADENCE DESIGN SYS INCTechnology4.3K$1.2M0.1%New
CVNA CARVANA COConsumer discretionary3.7K$1.2M0.1%-87.8%
AMAT APPLIED MATERIALS INCTechnology3.3K$1.1M0.1%New
KKR KKR & CO INCFinancials11.2K$1.0M0.1%New
MTSI MACOM TECHNOLOGY SOLUTIONS HTechnology4.6K$1.0M0.1%+31.3%
BX BLACKSTONE INCFinancials9.0K$1.0M0.1%New
PANW PALO ALTO NETWORKS INCTechnology6.4K$1.0M0.1%+312.6%
ARES ARES MANAGEMENT CORP - AFinancials9.2K$1.0M0.1%New
SNDK SANDISK CORPTechnology1.4K$864K0.1%New
MDB MONGODB INCTechnology3.1K$769K0.1%-2.0%
ABNB AIRBNB INC-CLASS AServices media5.5K$699K0.1%+7.3%
SHOP SHOPIFY INC - CLASS ATechnology5.6K$669K0.1%+35.4%
NFLX NETFLIX INCServices media5.9K$569K0.0%Held
GLW CORNING INCIndustrials4.2K$566K0.0%New
SNOW SNOWFLAKE INCTechnology3.3K$496K0.0%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202676$1.37B canonicalSEC ↗
Q4 202513F-HRFeb 13, 202656$1.17B canonicalSEC ↗
Q3 202513F-HRNov 14, 202554$1.42B canonicalSEC ↗
Q2 202513F-HRAug 14, 202546$1.12B canonicalSEC ↗
Q1 202513F-HRMay 15, 202540$1.09B canonicalSEC ↗
Q4 202413F-HRFeb 14, 202535$1.12B canonicalSEC ↗
Q3 202413F-HRNov 14, 202435$1.16B canonicalSEC ↗
Q2 202413F-HRAug 14, 202434$1.06B canonicalSEC ↗
Q1 202413F-HRMay 15, 202436$1.18B canonicalSEC ↗