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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 10 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SKYT SKYWATER TECHNOLOGY INC Technology 11,921.0 $415K 0.00% NEW $34.82 -6.8%
182 CEVA CEVA INC Technology 8,750.0 $413K 0.00% NEW $47.16 -37.1%
183 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 7,939.0 $376K 0.00% NEW $47.33 -40.0%
184 ADTRAN HOLDINGS INC 23,484.0 $326K 0.00% NEW $13.90
185 CRVS CORVUS PHARMACEUTICALS INC Healthcare 20,369.0 $304K 0.00% NEW $14.94 -0.7%
186 DAMORA THERAPEUTICS INC 11,699.0 $304K 0.00% NEW $26.01
187 INDI INDIE SEMICONDUCTOR INC Technology 66,979.0 $301K 0.00% NEW $4.49 -3.3%
188 BCAX BICARA THERAPEUTICS INC Healthcare 9,526.0 $283K 0.00% NEW $29.69 -16.1%
189 AVBP ARRIVENT BIOPHARMA INC Healthcare 7,861.0 $273K 0.00% NEW $34.74 -13.6%
190 MGTX MEIRAGTX HLDGS PLC Healthcare 17,957.0 $243K 0.00% NEW $13.51 +2.8%
191 NOMD NOMAD FOODS LTD Consumer Defensive 21,821.0 $239K 0.00% NEW $10.95 +4.3%
192 TYRA TYRA BIOSCIENCES INC Healthcare 7,213.0 $230K 0.00% NEW $31.94 -18.5%
193 MAZE MAZE THERAPEUTICS INC Healthcare 7,592.0 $227K 0.00% NEW $29.84 -2.4%
194 JBIO JADE BIOSCIENCES INC Healthcare 9,966.0 $221K 0.00% NEW $22.22 +6.0%
195 ZBIO ZENAS BIOPHARMA INC Healthcare 8,571.0 $218K 0.00% NEW $25.38 +25.7%
196 INHIBRX BIOSCIENCES INC 2,243.0 $213K 0.00% NEW $94.75
197 OMER OMEROS CORP Healthcare 22,115.0 $210K 0.00% NEW $9.51 +80.8%
198 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 22,330.0 $118K NEW $5.27 +3.2%
Page 10 of 10  ·  198 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%