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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 82 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 CLPR CLIPPER RLTY INC Real Estate 204,993.0 $558K 0.00% $2.72 +15.4%
1622 RXRX RECURSION PHARMACEUTICALS IN Healthcare 151,892.0 $557K 0.00% $3.67 -15.8%
1623 HLIT HARMONIC INC Technology 33,864.0 $553K 0.00% NEW $16.33 -22.0%
1624 ELVN ENLIVEN THERAPEUTICS INC Healthcare 10,829.0 $550K 0.00% -326.0 -2.9% $50.75 +18.4%
1625 TE T1 ENERGY INC Industrials 56,390.0 $535K 0.00% NEW $9.48 -50.9%
1626 CELC CELCUITY INC Healthcare 5,080.0 $531K 0.00% -2K -28.6% $104.62 -10.9%
1627 INVA INNOVIVA INC Healthcare 22,754.0 $517K 0.00% -2K -6.3% $22.71 -6.4%
1628 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 3,240.0 $495K 0.00% +611.0 +23.2% $152.82 -1.6%
1629 ANIP ANI PHARMACEUTICALS INC Healthcare 5,885.0 $487K 0.00% -255.0 -4.2% $82.78 -7.1%
1630 NRIX NURIX THERAPEUTICS INC Healthcare 20,061.0 $487K 0.00% -6K -22.8% $24.26 +11.0%
1631 MLYS MINERALYS THERAPEUTICS INC Healthcare 17,996.0 $486K 0.00% +2K +15.3% $26.98 -1.4%
1632 OCUL OCULAR THERAPEUTIX INC Healthcare 49,272.0 $484K 0.00% -5K -9.8% $9.82 +12.1%
1633 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 113,224.0 $471K 0.00% +8K +7.7% $4.16 +69.0%
1634 URGN UROGEN PHARMA LTD Healthcare 12,593.0 $463K 0.00% -846.0 -6.3% $36.80 +32.9%
1635 PRGO PERRIGO CO PLC Healthcare 44,508.0 $462K 0.00% -3K -5.4% $10.39 +24.8%
1636 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 24,996.0 $459K 0.00% +3K +12.2% $18.37 +30.3%
1637 NUVB NUVATION BIO INC Healthcare 78,449.0 $446K 0.00% +3K +3.5% $5.68 +22.5%
1638 HROW HARROW INC Healthcare 10,232.0 $435K 0.00% -527.0 -4.9% $42.47 -6.9%
1639 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 54,389.0 $431K 0.00% -2K -4.1% $7.92 +11.7%
1640 SEG SEAPORT ENTMT GROUP INC Real Estate 15,891.0 $423K 0.00% $26.60 +0.2%
Page 82 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%