Meditor Group Ltd

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 22, 2024), Meditor Group Ltd reported 4 stock positions worth $54.1 million. Its top holding was Exelixis (EXEL) at 72.9% of the portfolio, followed by Esperion Therapeutics (ESPR, 15.6%) and iShares MSCI India ETF (INDA, 6.2%). Compared with Q1 2024, it reduced 1. The biggest sale was Exelixis (EXEL, shares −20%).

Most Recent 13F
Q3 2024
Location
HAMILTON, D0
CIK
0001382333
Portfolio Value
$54.1M (Q2 2024)
SEC Filing
0001062993-24-013981 ↗ filed Jul 22, 2024

Holdings Value

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

Holdings 4 stocks · $54.1M
EXEL Exelixis Inc. 72.86% 1,753,000 $39.4M Reduce -20.3%
ESPR Esperion Therapeutics Inc. 15.57% 3,791,300 $8.4M No change
INDA iShares MSCI India ETF 6.15% 59,400 $3.3M No change
EPI Wisdomtree India Earnings 5.42% 60,700 $2.9M No change

Portfolio Sells Q1 2024 → Q2 2024
EXEL Exelixis Inc. Reduce -20.3% 72.86% −3.82

Portfolio Buys Q1 2024 → Q2 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