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Institutional Filer · CIK 1601692

Kotler Kevin


PERIOD 2025-Q4 (filed 2026-02-17) · SOURCE: SEC EDGAR (PUBLIC)

Holdings as of the 2025-Q4 13F-HR filing (filed 2026-02-17). 13F is disclosed up to 45 days after quarter-end.

34
Reported positionstop 5 = 61% of reported value
$135M
Reported valueas of 2025-Q4 13F-HR
1
Quarters on file

What a 13F does — and does not — show

These figures come from Form 13F, a quarterly filing that large US institutional managers must submit to the SEC. It is a useful window, but a partial and lagged one, so read it carefully:

  • It is a snapshot, up to 45 days old. A 13F shows what a manager held on the last day of a quarter, filed up to 45 days later — the fund may have traded since.
  • Long US-listed stocks only. It excludes short positions, cash, bonds, most derivatives, and non-US or private holdings, so it is not the fund’s whole portfolio.
  • Reported 13F value is not assets under management. Every share and concentration figure below is a percentage of the reported 13F value only — not the firm’s total assets.
  • It describes, it does not recommend. A large or long-held position is not an endorsement, and none of this is investment advice.

Concentration

Share of reported portfolio value. Long US-listed equity positions as filed; percentages are of reported 13F value, which excludes shorts, cash, non-US and private holdings.

TierReported valueShare
Top position$22M16.3%
Top 5$83M61.2%
Top 10$110M81.3%

Top holdings

#SecuritySharesReported value% of value
1ANGO ANGIODYNAMICS INC1,713,789$22M16.3%
2AUPH AURINIA PHARMACEUTICALS INC1,224,846$20M14.4%
3AVDL AVADEL PHARMACEUTICALS PLC741,343$16M11.8%
4OMER OMEROS CORP905,635$16M11.5%
5NPCE NEUROPACE INC631,468$10M7.2%
6MDWD MEDIWOUND LTD337,236$6M4.6%
7AXGN AXOGEN INC168,000$5M4.1%
8IART INTEGRA LIFESCIENCES HLDGS C427,445$5M3.9%
9ACRS ACLARIS THERAPEUTICS INC1,705,929$5M3.8%
10EVTL VERTICAL AEROSPACE LTD939,705$5M3.7%
11OSUR ORASURE TECHNOLOGIES INC1,801,446$4M3.2%
12LKFT GALAPAGOS NV90,000$3M2.2%

Sector mix

Reported 13F value by sector, as a share of the largest positions we rank. Sectors come from company reference data joined to each holding. 30% of this value is not classified to a sector and is excluded from the mix. Long US-listed equity positions as filed.

SectorReported valueShare
Healthcare$92M68.2%
Consumer Cyclical$2M1.5%

How this filer invests

Reproducible measures computed from the positions in this filer’s own 13F filings — not from any outside estimate.

How concentrated the book is

81%
Top 10 positions (of reported 13F value)
16%
Largest position
0.09
Concentration index (HHI, 0–1) — broadly diversified

Across 34 reported positions. Shares are of reported 13F value (long US-listed equity), which is not the firm’s total assets. The concentration index (HHI) is the sum of each position’s squared weight — higher means a book concentrated in fewer names.

Frequently asked

What does Kotler Kevin own?

Kotler Kevin reported 34 long US-listed equity positions worth $135M in its 2025-Q4 13F filing.

Where does this data come from?

Holdings are parsed from SEC Form 13F-HR filings on EDGAR (public filings). 13F is disclosed up to 45 days after quarter-end and reflects long US-listed equity positions only. Informational, not investment advice.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It is filed up to 45 days after quarter-end, so it is backward-looking — the manager may have traded since — and it covers long US-listed equities only, not short positions, cash, or private holdings. Reading a 13F tells you what a manager owned, not whether you should own it.

Learn how to read a 13F

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