Meditor Group Ltd

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 11, 2024), Meditor Group Ltd reported 4 stock positions worth $68.0 million. Its top holding was Exelixis (EXEL) at 76.7% of the portfolio, followed by Esperion Therapeutics (ESPR, 14.9%) and iShares MSCI India ETF (INDA, 4.5%). Compared with Q4 2023, it reduced 1. The biggest sale was Exelixis (EXEL, shares −17%).

Most Recent 13F
Q3 2024
Location
HAMILTON, D0
CIK
0001382333
Portfolio Value
$68.0M (Q1 2024)
SEC Filing
0001062993-24-008287 ↗ filed Apr 11, 2024

Holdings Value

0$20.0M$40.0M$60.0M$80.0M Q1 2024: $68.0M $68.0M Q1 2024 Q2 2024: $54.1M Q2 2024 Q3 2024: $48.1M Q3 2024

Holdings 4 stocks · $68.0M
EXEL Exelixis Inc. 76.68% 2,198,800 $52.2M Reduce -16.7%
ESPR Esperion Therapeutics Inc. 14.93% 3,791,300 $10.2M No change
INDA iShares MSCI India ETF 4.51% 59,400 $3.1M No change
EPI Wisdomtree India Earnings 3.89% 60,700 $2.6M No change

Portfolio Sells Q4 2023 → Q1 2024
EXEL Exelixis Inc. Reduce -16.7% 76.68% −2.42

Portfolio Buys Q4 2023 → Q1 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2024 4$48.1MEXEL, ESPR, INDA, EPI
Q2 2024 4$54.1MEXEL, ESPR, INDA, EPI
Q1 2024 4$68.0MEXEL, ESPR, INDA, EPI