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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 80 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 IMVT IMMUNOVANT INC Healthcare 21,388.0 $824K 0.00% -6K -22.3% $38.53 +15.0%
1582 SUPN SUPERNUS PHARMACEUTICALS Healthcare 17,688.0 $823K 0.00% -2K -9.7% $46.51 +5.4%
1583 RDWR RADWARE LTD Technology 26,619.0 $821K 0.00% $30.86 -8.9%
1584 HYCROFT MINING HOLDING CORP 34,645.0 $811K 0.00% NEW $23.40
1585 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 21,755.0 $810K 0.00% +1K +6.4% $37.21 +12.3%
1586 PK PARK HOTELS & RESORTS INC Real Estate 55,000.0 $784K 0.00% $14.25 +7.9%
1587 EOSE EOS ENERGY ENTERPRISES INC Industrials 131,834.0 $775K 0.00% -65K -32.9% $5.88 -37.6%
1588 KINIKSA PHARMACEUTICALS INTL 11,873.0 $759K 0.00% -474.0 -3.8% $63.95
1589 NVGS NAVIGATOR HLDGS LTD Energy 40,444.0 $753K 0.00% +10K +31.0% $18.63 +14.7%
1590 VCEL VERICEL CORP Healthcare 16,468.0 $733K 0.00% -816.0 -4.7% $44.49 -0.5%
1591 PDFS PDF SOLUTIONS INC Technology 10,319.0 $730K 0.00% NEW $70.79 -32.3%
1592 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 15,300.0 $723K 0.00% -1K -6.9% $47.27 +7.0%
1593 RLAY RELAY THERAPEUTICS INC Healthcare 38,147.0 $714K 0.00% -3K -8.0% $18.71 +10.2%
1594 CALX CALIX INC Technology 18,802.0 $702K 0.00% -22K -54.1% $37.32 +4.9%
1595 NTLA INTELLIA THERAPEUTICS INC Healthcare 41,431.0 $701K 0.00% +4K +10.2% $16.92 -31.4%
1596 QURE UNIQURE NV Healthcare 15,164.0 $698K 0.00% +1K +10.8% $46.06 +2.9%
1597 NKTR NEKTAR THERAPEUTICS Healthcare 9,933.0 $693K 0.00% +2K +19.9% $69.81 +5.5%
1598 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 66,903.0 $669K 0.00% -4K -5.5% $10.00 -3.0%
1599 AGIO AGIOS PHARMACEUTICALS INC Healthcare 17,998.0 $668K 0.00% -866.0 -4.6% $37.11 -7.3%
1600 NEWAMSTERDAM PHARMA COMPANY 19,518.0 $661K 0.00% +4K +26.8% $33.89
Page 80 of 86  ·  1,718 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%