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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 75 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 KOD KODIAK SCIENCES INC Healthcare 9,929.0 $378K 0.00% NEW $38.12 -1.9%
1482 BIOHAVEN LTD 44,657.0 $378K 0.00% NEW $8.46
1483 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 105,116.0 $369K 0.00% NEW $3.51 +5.4%
1484 DAVA ENDAVA PLC Technology 82,819.0 $366K 0.00% $4.42 -24.4%
1485 GILT GILAT SATELLITE NETWORKS LTD Technology 24,349.0 $366K 0.00% $15.02 +2.3%
1486 ORKA ORUKA THERAPEUTICS INC Healthcare 7,441.0 $365K 0.00% NEW $49.05 +19.7%
1487 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 10,803.0 $357K 0.00% NEW $33.07 +4.1%
1488 BHR BRAEMAR HOTELS & RESORTS INC Real Estate 147,995.0 $349K 0.00% $2.36 +5.9%
1489 TRVI TREVI THERAPEUTICS INC Healthcare 29,133.0 $348K 0.00% NEW $11.93 +16.3%
1490 SEG SEAPORT ENTMT GROUP INC Real Estate 15,891.0 $341K 0.00% $21.48 +11.5%
1491 FRO FRONTLINE PLC Energy 9,716.0 $339K 0.00% NEW $34.86 +10.3%
1492 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 56,706.0 $329K 0.00% NEW $5.80 +7.4%
1493 EYPT EYEPOINT INC Healthcare 25,464.0 $328K 0.00% NEW $12.89 -0.9%
1494 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 2,629.0 $328K 0.00% NEW $124.65 -7.3%
1495 NUVB NUVATION BIO INC Healthcare 75,811.0 $325K 0.00% $4.29 +11.7%
1496 ZYMEWORKS INC 12,788.0 $320K 0.00% NEW $25.04
1497 IHS IHS HOLDING LIMITED Communication Services 38,885.0 $320K 0.00% $8.23 +1.0%
1498 TNGX TANGO THERAPEUTICS INC Healthcare 15,210.0 $318K 0.00% NEW $20.92 +0.8%
1499 PCRX PACIRA BIOSCIENCES INC Healthcare 13,968.0 $316K 0.00% NEW $22.60 +3.9%
1500 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 22,519.0 $313K 0.00% NEW $13.90 +0.2%
Page 75 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%