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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 86 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 GERN GERON CORP Healthcare 155,336.0 $199K 0.00% -8K -5.1% $1.28 +19.5%
1702 CTMX CYTOMX THERAPEUTICS INC. Healthcare 52,424.0 $197K 0.00% +21K +64.6% $3.75 -9.6%
1703 JANX JANUX THERAPEUTICS INC Healthcare 12,785.0 $196K 0.00% -576.0 -4.3% $15.36 +10.4%
1704 SANA SANA BIOTECHNOLOGY INC Healthcare 56,088.0 $196K 0.00% -3K -5.2% $3.49 +4.0%
1705 SVRA SAVARA INC Healthcare 29,817.0 $184K 0.00% +6K +26.2% $6.16 -12.8%
1706 CRMD CORMEDIX INC Healthcare 22,365.0 $176K 0.00% -3K -11.8% $7.85 +4.1%
1707 FVRR FIVERR INTL LTD Communication Services 16,752.0 $173K 0.00% $10.32 -14.1%
1708 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 15,924.0 $173K 0.00% $10.85 -14.7%
1709 TLRY TILRAY BRANDS INC Healthcare 37,685.0 $169K 0.00% -2K -5.3% $4.49 -0.4%
1710 ORIC ORIC PHARMACEUTICALS INC Healthcare 13,791.0 $149K 0.00% -1K -7.9% $10.83 +28.5%
1711 ARVN ARVINAS INC Healthcare 17,579.0 $146K -1K -5.8% $8.31 +11.4%
1712 DAVA ENDAVA PLC Technology 46,699.0 $132K -36K -43.6% $2.83 +6.0%
1713 PRME PRIME MEDICINE INC Healthcare 33,569.0 $124K +3K +8.8% $3.69 -17.3%
1714 SPRY ARS PHARMACEUTICALS INC Healthcare 15,251.0 $122K -3K -17.9% $8.01 -21.3%
1715 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 22,330.0 $118K NEW $5.27 +3.2%
1716 BCYC BICYCLE THERAPEUTICS PLC Healthcare 20,105.0 $85K $4.24 -5.9%
1717 CMPX COMPASS THERAPEUTICS INC Healthcare 27,659.0 $61K -10K -27.4% $2.19 +9.1%
1718 GAMESTOP CORP NEW 14,693.0 $41K $2.79
Page 86 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%