Sio Capital Management, LLC — 13F holdings

Sio Capital Management, LLC reported 59 holdings worth $604M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. AVR ANTERIS TECHNOLOGIES GLOBAL — $54.6M (9.0%)
  2. COR CENCORA INC — $49.1M (8.1%)
  3. MMS MAXIMUS INC — $38.5M (6.4%)
  4. ALLO ALLOGENE THERAPEUTICS INC — $27.7M (4.6%)
  5. GMED GLOBUS MED INC — $23.8M (3.9%)
  6. GSK GSK PLC — $22.9M (3.8%)
  7. TYRA TYRA BIOSCIENCES INC — $22.2M (3.7%)
  8. WAY WAYSTAR HLDG CORP — $19.0M (3.1%)
  9. SLS SELLAS LIFE SCIENCES GROUP I — $18.2M (3.0%)
  10. IDYA IDEAYA BIOSCIENCES INC — $17.9M (3.0%)