Rosalind Advisors, Inc.

Fundamental concentrated ★Signal healthcare specialist (90%) CIK 1622627
League rank
#340
in Fundamental concentrated · #761 overall
Long book
$244.1M
Q1 2026
Positions
32
Top-10 weight
67%
concentration
Last quarter
+18.4%
SPY +14.8%
Turnover
48%
of book per quarter

Strategy in plain words

auto-generated from filings

Rosalind Advisors, Inc. is a concentrated fundamental stock-picker, specialised in healthcare (90% of the long book), running a $244.1M US long book across 32 positions.

The portfolio is concentrated: the top 10 names carry 67% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: DELCATH SYSTEMS INC, XERIS BIOPHARMA HOLDINGS INC, FENNEC PHARMACEUTICALS INC, SAVARA INC, VAXCYTE INC.

Over the last 9 quarters its long book ran on average 1.1pp per quarter behind the S&P 500, beating the index in 5 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-14.5%
Q2 2024
+10.3%
Q3 2024
+2.1%
Q4 2024
-2.5%
Q1 2025
+2.4%
Q2 2025
+23.1%
Q3 2025
+3.7%
Q4 2025
-12.5%
Q1 2026
+18.4%

Sector allocation

Healthcare
90%
Materials
10%

Long book by quarter

$106.9M
Q1 2024
$126.5M
Q2 2024
$150.7M
Q3 2024
$185.7M
Q4 2024
$205.2M
Q1 2025
$206.6M
Q2 2025
$283.0M
Q3 2025
$274.5M
Q4 2025
$244.1M
Q1 2026

What does Rosalind Advisors, own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
DCTH DELCATH SYSTEMS INCHealthcare3.3M$30.6M12.5%Held
XERS XERIS BIOPHARMA HOLDINGS INCHealthcare3.2M$18.7M7.7%+53.0%
FENC FENNEC PHARMACEUTICALS INCHealthcare2.9M$17.9M7.3%+11.3%
SVRA SAVARA INCHealthcare3.2M$17.5M7.2%-5.9%
PCVX VAXCYTE INCHealthcare290.0K$16.9M6.9%New
EYPT EYEPOINT INCHealthcare1.0M$13.4M5.5%+50.3%
XFOR X4 PHARMACEUTICALS INCHealthcare3.2M$13.3M5.4%+23.4%
VOR VOR BIOPHARMA INCHealthcare700.0K$12.5M5.1%New
MDWD MEDIWOUND LTDMaterials749.1K$12.1M4.9%Held
VSTM VERASTEM INCHealthcare2.1M$11.3M4.6%+19.6%
CLDX CELLDEX THERAPEUTICS INCMaterials330.0K$10.5M4.3%New
BCRX BIOCRYST PHARMACEUTICALS INCHealthcare923.1K$8.8M3.6%New
HELP CYBIN INCHealthcare1.5M$7.4M3.0%-7.6%
CGON CG ONCOLOGY INCHealthcare100.0K$6.8M2.8%-66.7%
NSPR INSPIREMD INCHealthcare3.9M$6.4M2.6%Held
AVIR ATEA PHARMACEUTICALS INCHealthcare1.2M$6.3M2.6%New
PROF PROFOUND MEDICAL CORPHealthcare828.1K$5.4M2.2%-22.5%
VRDN VIRIDIAN THERAPEUTICS INCHealthcare250.4K$4.9M2.0%-44.4%
PYPD POLYPID LTDHealthcare597.9K$2.6M1.1%-14.2%
MYO MYOMO INCHealthcare3.8M$2.6M1.1%+0.2%
TLPH TALPHERA INCHealthcare3.4M$2.5M1.0%-6.3%
OVID OVID THERAPEUTICS INCHealthcare1.1M$2.5M1.0%New
DFTX DEFINIUM THERAPEUTICS INCMaterials125.0K$2.4M1.0%New
OKUR ONKURE THERAPEUTICS INC-AHealthcare443.8K$1.8M0.8%-39.3%
LPCN LIPOCINE INCHealthcare221.6K$1.8M0.7%New
NRXS NEURAXIS INCHealthcare286.1K$1.7M0.7%Held
AVTX AVALO THERAPEUTICS INCHealthcare75.0K$1.1M0.5%New
ANNX ANNEXON INCHealthcare200.0K$1.1M0.5%New
AQST AQUESTIVE THERAPEUTICS INCHealthcare250.0K$1.0M0.4%New
BFRI BIOFRONTERA INCHealthcare1.2M$942K0.4%+2.0%
KURA KURA ONCOLOGY INCHealthcare100.0K$813K0.3%Held
RGNT REGENTIS BIOMATERIALS LTD/ISHealthcare251.5K$768K0.3%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 14, 202638$248.9M canonicalSEC ↗
Q4 202513F-HRFeb 12, 202642$284.5M canonicalSEC ↗
Q3 202513F-HRNov 13, 202539$292.6M canonicalSEC ↗
Q2 202513F-HRAug 14, 202537$210.9M canonicalSEC ↗
Q1 202513F-HRMay 14, 202534$205.6M canonicalSEC ↗
Q4 202413F-HR/ARESTATEMENTFeb 14, 202540$195.6M canonicalSEC ↗
Q4 202413F-HRFeb 11, 202540$195.6M SEC ↗
Q3 202413F-HROct 30, 202433$156.2M canonicalSEC ↗
Q2 202413F-HRJul 12, 202440$130.0M canonicalSEC ↗
Q1 202413F-HRApr 25, 202434$107.0M canonicalSEC ↗