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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 74 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 ALMS ALUMIS INC Healthcare 22,087.0 $487K 0.00% NEW $22.03 +0.6%
1462 NTLA INTELLIA THERAPEUTICS INC Healthcare 37,606.0 $482K 0.00% NEW $12.82 -3.5%
1463 ANIP ANI PHARMACEUTICALS INC Healthcare 6,140.0 $472K 0.00% NEW $76.90 +7.6%
1464 MPT MEDICAL PROPERTIES TRUST INC Financial Services 100,999.0 $468K 0.00% $4.63 +11.4%
1465 RXRX RECURSION PHARMACEUTICALS IN Healthcare 151,428.0 $465K 0.00% +27K +21.5% $3.07 -3.6%
1466 OCUL OCULAR THERAPEUTIX INC Healthcare 54,608.0 $463K 0.00% +363.0 +0.7% $8.47 -3.0%
1467 DNTH DIANTHUS THERAPEUTICS INC Healthcare 5,443.0 $457K 0.00% NEW $83.92 +6.8%
1468 STOK STOKE THERAPEUTICS INC Healthcare 13,664.0 $445K 0.00% NEW $32.56 -6.9%
1469 XHR XENIA HOTELS & RESORTS INC Real Estate 30,000.0 $445K 0.00% $14.83 +14.0%
1470 ELVN ENLIVEN THERAPEUTICS INC Healthcare 11,155.0 $437K 0.00% NEW $39.20 +7.8%
1471 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 22,269.0 $436K 0.00% $19.56 -9.9%
1472 MLYS MINERALYS THERAPEUTICS INC Healthcare 15,604.0 $423K 0.00% $27.09 +11.6%
1473 PERI PERION NETWORK LTD Communication Services 41,937.0 $419K 0.00% $9.99 -11.5%
1474 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 14,747.0 $413K 0.00% $28.01 +8.9%
1475 RLAY RELAY THERAPEUTICS INC Healthcare 41,464.0 $413K 0.00% NEW $9.95 +30.9%
1476 CIGI COLLIERS INTL GROUP INC Real Estate 3,828.0 $409K 0.00% -11K -73.9% $106.89 -10.0%
1477 NRIX NURIX THERAPEUTICS INC Healthcare 25,983.0 $403K 0.00% NEW $15.50 +13.1%
1478 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 6,988.0 $387K 0.00% NEW $55.31 -39.5%
1479 NVAX NOVAVAX INC Healthcare 47,205.0 $384K 0.00% NEW $8.14 +10.3%
1480 HROW HARROW INC Healthcare 10,759.0 $379K 0.00% NEW $35.26 -6.5%
Page 74 of 78  ·  1,549 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%