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Portfolio (Quarterly) Guide ↗

State of New Jersey Common Pension Fund D

· CIK 0001483066
13F Portfolio $25.9B AUM 1,549 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 129 New 333 Added 448 Reduced 52 Exited
Page 17 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CELC CELCUITY INC Healthcare 7,116.0 $812K 0.00% +3K +63.8% $114.14 +24.9%
322 LQDA LIQUIDIA CORPORATION Healthcare 20,812.0 $785K 0.00% +243.0 +1.2% $37.74 +64.2%
323 TARS TARSUS PHARMACEUTICALS INC Healthcare 10,880.0 $763K 0.00% +74.0 +0.7% $70.15 -7.6%
324 DYN DYNE THERAPEUTICS INC Healthcare 39,390.0 $714K 0.00% +8K +24.8% $18.13 -4.2%
325 IMVT IMMUNOVANT INC Healthcare 27,542.0 $684K 0.00% +4K +15.7% $24.84 +37.4%
326 RCUS ARCUS BIOSCIENCES INC Healthcare 29,600.0 $639K 0.00% +529.0 +1.8% $21.60 +9.9%
327 NVGS NAVIGATOR HLDGS LTD Energy 30,876.0 $597K 0.00% +12K +60.3% $19.33 +21.1%
328 KINIKSA PHARMACEUTICALS INTL 12,347.0 $595K 0.00% +476.0 +4.0% $48.15
329 EWTX EDGEWISE THERAPEUTICS INC Healthcare 18,091.0 $570K 0.00% +113.0 +0.6% $31.50 +3.8%
330 SOLENO THERAPEUTICS INC 15,602.0 $522K 0.00% +184.0 +1.2% $33.48
331 RXRX RECURSION PHARMACEUTICALS IN Healthcare 151,428.0 $465K 0.00% +27K +21.5% $3.07 -3.6%
332 OCUL OCULAR THERAPEUTIX INC Healthcare 54,608.0 $463K 0.00% +363.0 +0.7% $8.47 -3.0%
333 TLRY TILRAY BRANDS INC Healthcare 39,817.0 $258K 0.00% +1K +3.9% $6.47 -16.4%
Page 17 of 17  ·  333 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.9%
Financial Services 11.9%
Consumer Cyclical 10.1%
Communication Services 9.6%
Healthcare 9.5%
Industrials 9.2%
Consumer Defensive 5.0%
Real Estate 4.9%
Energy 4.2%
Utilities 2.7%