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The 44rd Annual J.P. Morgan Healthcare Conference is taking place in San Francisco, CA from January 12-15, 2026. "This premier conference is the largest and most informative healthcare investment symposium in the industry which connects global industry leaders, emerging fast-growth companies, innovative technology creators and members of the investment community." ( https://www.jpmorgan.com/about-us/events-conferences/health-care-conference )

The 44rd Annual J.P. Morgan Healthcare Conference is taking place in San Francisco, CA from January 12-15, 2026. "This premier conference is the largest and most informative healthcare investment symposium in the industry which connects global industry leaders, emerging fast-growth companies, innovative technology creators and members of the investment community." ( https://www.jpmorgan.com/about-us/events-conferences/health-care-conference ) Many of the smid-cap biopharma co

Our Top hedge fund portfolio holdings are updated once per quarter after the quarterly SEC updates for all of the hedge funds have been filed. Our "run-up" portfolio holdings are updated throughout the quarter depending on the timing of readouts for the tickers in the portfolio.

Check out our performance post for detailed info regarding the performance of our model portfolios. Keep in mind that our model portfolios are actual brokerage accounts, we put our own money at risk in these model portfolios because we are biopharma stock investors ourselves. Read more here .

We provide the tickers and quarterly targets for each ticker in each portfolio here . And we provide the stocks that were newly added or closed out of the latest quarter for each fund here . Thus, we make it easy for you to identify stocks to consider for your own portfolio, as well as stocks that might be more or less interesting to you each quarter. Use our portfolio upgrader tool to change your portfolio so that it is closer to one of our model portfolios.