Sio Capital Management, LLC

Fundamental concentrated ★Signal healthcare specialist (80%) CIK 1482416
League rank
#295
in Fundamental concentrated · #570 overall
Long book
$693.9M
Q1 2026
Positions
73
Top-10 weight
45%
concentration
Last quarter
+20.4%
SPY +14.8%
Turnover
41%
of book per quarter

Strategy in plain words

auto-generated from filings

Sio Capital Management, LLC is a concentrated fundamental stock-picker, specialised in healthcare (80% of the long book), running a $693.9M US long book across 73 positions.

The portfolio is moderately concentrated (top 10 ≈ 45% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: MAXIMUS INC, WAYSTAR HOLDING CORP, ICON PLC, CENCORA INC, DIANTHUS THERAPEUTICS INC.

Over the last 9 quarters its long book ran on average 0.4pp per quarter ahead of 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
-7.3%
Q2 2024
+10.4%
Q3 2024
-7.7%
Q4 2024
-15.6%
Q1 2025
-4.7%
Q2 2025
+28.7%
Q3 2025
+21.6%
Q4 2025
-1.5%
Q1 2026
+20.4%

Sector allocation

Healthcare
78%
Services media
10%
Technology
6%
Consumer discretionary
5%
Materials
1%
Other
0%

Long book by quarter

$287.1M
Q1 2024
$265.2M
Q2 2024
$223.2M
Q3 2024
$355.4M
Q4 2024
$330.2M
Q1 2025
$249.2M
Q2 2025
$395.2M
Q3 2025
$603.2M
Q4 2025
$693.9M
Q1 2026

What does Sio Capital own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
MMS MAXIMUS INCServices media768.8K$49.3M7.1%+53.7%
WAY WAYSTAR HOLDING CORPTechnology1.6M$39.6M5.7%+167.6%
ICLR ICON PLCHealthcare306.4K$33.9M4.9%+140.8%
COR CENCORA INCConsumer discretionary100.9K$31.7M4.6%+534.6%
DNTH DIANTHUS THERAPEUTICS INCHealthcare370.0K$31.1M4.5%-22.0%
AVR ANTERIS TECHNOLOGIES GLOBALHealthcare5.4M$29.9M4.3%+187.1%
CORT CORCEPT THERAPEUTICS INCHealthcare674.8K$27.2M3.9%New
LIVN LIVANOVA PLCHealthcare421.6K$26.8M3.9%+30.8%
TYRA TYRA BIOSCIENCES INCHealthcare605.4K$23.2M3.3%+15.1%
CELC CELCUITY INCHealthcare193.8K$22.1M3.2%-59.4%
ANIP ANI PHARMACEUTICALS INCHealthcare265.5K$20.4M2.9%+204.3%
ABT ABBOTT LABORATORIESHealthcare186.6K$19.2M2.8%New
EMBC EMBECTA CORPHealthcare1.8M$16.3M2.4%New
VIR VIR BIOTECHNOLOGY INCHealthcare1.5M$13.4M1.9%+213.3%
HAE HAEMONETICS CORP/MASSHealthcare220.7K$12.4M1.8%+138.2%
SION SIONNA THERAPEUTICS INCHealthcare294.3K$11.8M1.7%New
RAPP RAPPORT THERAPEUTICS INCHealthcare366.8K$11.5M1.7%+98.0%
TFX TELEFLEX INCHealthcare94.8K$11.3M1.6%+9.1%
BMRN BIOMARIN PHARMACEUTICAL INCHealthcare194.2K$11.0M1.6%-16.5%
CCRN CROSS COUNTRY HEALTHCARE INCServices media1.1M$10.3M1.5%+2.8%
TARA PROTARA THERAPEUTIC INCHealthcare2.0M$10.3M1.5%+14.8%
BHVN BIOHAVEN LTDHealthcare1.2M$9.8M1.4%-6.5%
MNPR MONOPAR THERAPEUTICS INCHealthcare173.5K$9.5M1.4%New
EYPT EYEPOINT INCHealthcare721.8K$9.3M1.3%New
CRNX CRINETICS PHARMACEUTICALS INHealthcare249.9K$9.1M1.3%+100.2%
EWTX EDGEWISE THERAPEUTICS INCHealthcare269.0K$8.5M1.2%+13.3%
OCUL OCULAR THERAPEUTIX INCHealthcare968.6K$8.2M1.2%New
AQST AQUESTIVE THERAPEUTICS INCHealthcare1.9M$8.0M1.2%+93.6%
RLMD RELMADA THERAPEUTICS INCHealthcare965.0K$6.7M1.0%New
ORKA ORUKA THERAPEUTICS INCHealthcare132.5K$6.5M0.9%+12.2%
ZBIO ZENAS BIOPHARMA INCHealthcare331.7K$6.5M0.9%New
DRUG BRIGHT MINDS BIOSCIENCES INCHealthcare86.1K$6.3M0.9%+5.1%
QDEL QUIDELORTHO CORPMaterials359.0K$5.9M0.9%New
ZBH ZIMMER BIOMET HOLDINGS INCHealthcare62.6K$5.7M0.8%-83.8%
REPL REPLIMUNE GROUP INCHealthcare720.0K$5.5M0.8%New
OGN ORGANON & COHealthcare865.9K$5.2M0.7%-74.7%
OKUR ONKURE THERAPEUTICS INC-AHealthcare1.1M$4.5M0.6%New
IRON DISC MEDICINE INCHealthcare65.2K$4.2M0.6%+13.2%
PMVP PMV PHARMACEUTICALS INCHealthcare3.1M$3.8M0.5%+16.7%
IMNM IMMUNOME INCHealthcare165.1K$3.6M0.5%New
IART INTEGRA LIFESCIENCES HOLDINGHealthcare383.1K$3.6M0.5%New
SVRA SAVARA INCHealthcare613.9K$3.4M0.5%Held
PRQR PROQR THERAPEUTICS NVHealthcare2.0M$3.2M0.5%-9.7%
SI SHOULDER INNOVATIONS INCHealthcare210.6K$3.1M0.4%-7.6%
OVID OVID THERAPEUTICS INCHealthcare1.3M$2.8M0.4%-12.3%
KYMR KYMERA THERAPEUTICS INCHealthcare32.2K$2.7M0.4%Held
ALGS ALIGOS THERAPEUTICS INCHealthcare327.2K$2.4M0.4%-2.6%
CNTX CONTEXT THERAPEUTICS INCHealthcare917.9K$2.4M0.3%-31.6%
ANTX AN2 THERAPEUTICS INCHealthcare657.2K$2.2M0.3%New
SER SERINA THERAPEUTICS INC.Healthcare1.0M$1.9M0.3%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 14, 202676$697.3M canonicalSEC ↗
Q4 202513F-HRFeb 17, 202668$635.7M canonicalSEC ↗
Q3 202513F-HRNov 13, 202551$395.2M canonicalSEC ↗
Q2 202513F-HRAug 13, 202552$261.8M canonicalSEC ↗
Q1 202513F-HRMay 15, 202554$335.8M canonicalSEC ↗
Q4 202413F-HRFeb 14, 202551$355.4M canonicalSEC ↗
Q3 202413F-HRNov 14, 202439$252.2M canonicalSEC ↗
Q2 202413F-HRAug 14, 202448$369.5M canonicalSEC ↗
Q1 202413F-HRMay 15, 202451$335.8M canonicalSEC ↗