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Portfolio (Quarterly) Guide ↗

State of New Jersey Common Pension Fund D

· CIK 0001483066
13F Portfolio $29.3B AUM 1,718 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 198 New 99 Added 1139 Reduced 29 Exited
Page 5 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 3,240.0 $495K 0.00% +611.0 +23.2% $152.82 -1.6%
82 MLYS MINERALYS THERAPEUTICS INC Healthcare 17,996.0 $486K 0.00% +2K +15.3% $26.98 -1.4%
83 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 113,224.0 $471K 0.00% +8K +7.7% $4.16 +69.0%
84 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 24,996.0 $459K 0.00% +3K +12.2% $18.37 +30.3%
85 NUVB NUVATION BIO INC Healthcare 78,449.0 $446K 0.00% +3K +3.5% $5.68 +22.5%
86 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 23,232.0 $417K 0.00% +713.0 +3.2% $17.96 +95.5%
87 ATAIBECKLEY INC 76,338.0 $402K 0.00% +20K +35.1% $5.27
88 KOD KODIAK SCIENCES INC Healthcare 9,999.0 $390K 0.00% +70.0 +0.7% $38.96 +4.3%
89 VIR VIR BIOTECHNOLOGY INC Healthcare 37,797.0 $385K 0.00% +7K +22.3% $10.19 -6.9%
90 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 15,523.0 $376K 0.00% +5K +47.1% $24.20 -37.9%
91 PGEN PRECIGEN INC Healthcare 62,942.0 $359K 0.00% +2K +4.0% $5.70 +18.4%
92 ANAB ANAPTYSBIO INC Healthcare 5,113.0 $345K 0.00% +329.0 +6.9% $67.50 -12.6%
93 WVE WAVE LIFE SCIENCES LTD Healthcare 41,982.0 $244K 0.00% +4K +10.3% $5.81 -8.9%
94 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 11,596.0 $226K 0.00% +732.0 +6.7% $19.47 -16.1%
95 CGEM CULLINAN THERAPEUTICS INC Healthcare 12,232.0 $223K 0.00% +2K +21.2% $18.21 +14.4%
96 OLMA OLEMA PHARMACEUTICALS INC Healthcare 16,909.0 $212K 0.00% +4K +31.1% $12.51 -14.9%
97 CTMX CYTOMX THERAPEUTICS INC. Healthcare 52,424.0 $197K 0.00% +21K +64.6% $3.75 -9.6%
98 SVRA SAVARA INC Healthcare 29,817.0 $184K 0.00% +6K +26.2% $6.16 -12.8%
99 PRME PRIME MEDICINE INC Healthcare 33,569.0 $124K +3K +8.8% $3.69 -17.3%
Page 5 of 5  ·  99 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.2%
Financial Services 11.3%
Consumer Cyclical 9.5%
Healthcare 9.2%
Industrials 9.0%
Communication Services 9.0%
Real Estate 4.9%
Consumer Defensive 4.4%
Energy 3.2%
Utilities 2.5%