Meditor Group Ltd

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 7, 2024), Meditor Group Ltd reported 4 stock positions worth $48.1 million. Its top holding was Exelixis (EXEL) at 73.4% of the portfolio, followed by Esperion Therapeutics (ESPR, 13.0%) and iShares MSCI India ETF (INDA, 7.2%). Compared with Q2 2024, it reduced 1. The biggest sale was Exelixis (EXEL, shares −22%).

Most Recent 13F
Q3 2024
Location
HAMILTON, D0
CIK
0001382333
Portfolio Value
$48.1M (Q3 2024)
SEC Filing
0001062993-24-017446 ↗ filed Oct 7, 2024

Holdings Value

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

Holdings 4 stocks · $48.1M
EXEL Exelixis Inc. 73.43% 1,362,450 $35.4M Reduce -22.3%
ESPR Esperion Therapeutics Inc. 12.99% 3,791,300 $6.3M No change
INDA iShares MSCI India ETF 7.22% 59,400 $3.5M No change
EPI Wisdomtree India Earnings 6.36% 60,700 $3.1M No change

Portfolio Sells Q2 2024 → Q3 2024
EXEL Exelixis Inc. Reduce -22.3% 73.43% +0.57

Portfolio Buys Q2 2024 → Q3 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