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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 81 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 ITRN ITURAN LOCATION AND CONTROL Technology 10,698.0 $653K 0.00% $61.01 -16.7%
1602 RDW REDWIRE CORPORATION Industrials 53,086.0 $649K 0.00% NEW $12.23 +1.4%
1603 EWTX EDGEWISE THERAPEUTICS INC Healthcare 15,608.0 $634K 0.00% -2K -13.7% $40.63 +14.3%
1604 IMNM IMMUNOME INC Healthcare 29,265.0 $620K 0.00% -3K -8.7% $21.19 +40.8%
1605 ALMS ALUMIS INC Healthcare 21,899.0 $616K 0.00% -188.0 -0.8% $28.14 -14.7%
1606 MANE VERADERMICS INC Healthcare 4,994.0 $614K 0.00% NEW $122.94 -9.5%
1607 XHR XENIA HOTELS & RESORTS INC Real Estate 30,000.0 $611K 0.00% $20.36 -4.6%
1608 TARS TARSUS PHARMACEUTICALS INC Healthcare 9,632.0 $606K 0.00% -1K -11.5% $62.94 +16.7%
1609 ADMA ADMA BIOLOGICS INC Healthcare 71,364.0 $597K 0.00% -10K -12.3% $8.37 +20.1%
1610 BIOHAVEN LTD 40,126.0 $597K 0.00% -5K -10.2% $14.88
1611 VERA VERA THERAPEUTICS INC Healthcare 13,843.0 $594K 0.00% +756.0 +5.8% $42.91 -24.8%
1612 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 27,093.0 $592K 0.00% -875.0 -3.1% $21.86 -5.0%
1613 PLAB PHOTRONICS INC Technology 18,113.0 $589K 0.00% NEW $32.53 -5.6%
1614 DISC MEDICINE INC 8,020.0 $587K 0.00% -297.0 -3.6% $73.14
1615 AUPH AURINIA PHARMACEUTICALS INC Healthcare 34,396.0 $584K 0.00% -4K -10.2% $16.97 -4.7%
1616 SRPT SAREPTA THERAPEUTICS INC Healthcare 32,250.0 $580K 0.00% -2K -5.2% $17.97 +9.8%
1617 TRVI TREVI THERAPEUTICS INC Healthcare 30,976.0 $578K 0.00% +2K +6.3% $18.65 +0.9%
1618 FLY FIREFLY AEROSPACE INC Industrials 19,570.0 $575K 0.00% NEW $29.40 -13.9%
1619 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 15,429.0 $562K 0.00% +682.0 +4.6% $36.41 +9.7%
1620 GSL GLOBAL SHIP LEASE INC Industrials 14,844.0 $558K 0.00% $37.60 +15.6%
Page 81 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%