SEC 13F Intelligence

Managers / Q2 2021 · view latest →

DSC Advisors, L.P.

CIK 0001299434 · 900 NORTH MICHIGAN AVENUE, SUITE 1600, CHICAGO, IL, 60611 · (312) 915-2485

Reported Value
$138M
Q2 2021
Positions
74
Filings on Record
24
2019–present window
Filed
Aug 16, 2021
original filing

Summary

Dsc Advisors, L.P. reported $138M in U.S.-listed holdings across 74 positions for Q2 2021.

Its largest position, MS, represents 12.8% of the portfolio.

Compared with Q1 2021, the fund opened 9 new positions and exited 20.

Portfolio Metrics

Turnover
+24.5%
vs prior filed quarter
Top-10 Concentration
+53.2%
share of reported value
Largest Position
+12.8%
Morgan Stanley
New / Exited
9 / 20
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $826MQ4 ’18Q1 ’19: $544MQ2 ’19: $569MQ3 ’19: $506MQ3 ’19Q4 ’19: $209MQ1 ’20: $102MQ2 ’20: $91MQ2 ’20Q3 ’20: $149MQ4 ’20: $121MQ1 ’21: $161MQ1 ’21Q2 ’21: $138MQ3 ’21: $98MQ4 ’21: $129MQ4 ’21Q1 ’22: $290MQ2 ’22: $100MQ3 ’22: $97MQ3 ’22Q4 ’22: $44MQ1 ’23: $115MQ2 ’23: $67MQ2 ’23Q3 ’23: $78MQ4 ’23: $61MQ1 ’24: $63MQ1 ’24Q2 ’24: $30MQ3 ’24: $11Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 69.5%Other: 30.2%ETP: 0.3%
  • Common Stock · 69.5% · $96M
  • Other · 30.2% · $42M
  • ETP · 0.3% · $427,000

Quarter-over-Quarter Changes full breakdown →

vs Q1 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SPDR S&P 500 ETF TRNEW+25.0K25.0K+$11M$11M
CVS HEALTH CORPNEW+56.7K56.7K+$5M$5M
EARGO INCNEW+45.0K45.0K+$2M$2M
SPORTS ENTERTAINMENT ACQU CONEW+95.0K95.0K+$958,000$958,000
UNITED STATES STL CORP NEWNEW+30.0K30.0K+$720,000$720,000
SILGLOBAL X FDSNEW+10.0K10.0K+$427,000$427,000
FINTECH ACQUISITION CORP VNEW+25.0K25.0K+$305,000$305,000
FINTECH ACQUISITION CORP VNEW+22.5K22.5K+$274,000$274,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2021

64 positions
#IssuerClass% PortfolioValueShares
1MSMORGAN STANLEYhistory →COM NEW12.82%$18M193.5K
2GOOGALPHABET INCCAP STK CL C · CAP STK CL A9.48%$13M5.3K
3CVSCVS HEALTH CORPhistory →COM7.98%$11M132.4K
4CORAMERISOURCEBERGEN CORPhistory →COM5.38%$7M65.0K
5BMYBRISTOL-MYERS SQUIBB COhistory →COM3.94%$5M81.7K
6GLOBAL BLOOD THERAPEUTICS INCOM3.42%$5M135.0K
7ATHENE HOLDING LTDCL A3.10%$4M63.5K
8EHTHEHEALTH INChistory →COM2.95%$4M70.0K
9VYNE THERAPEUTICS INCCOM2.79%$4M1.10M
10MSFTMICROSOFT CORPhistory →COM1.39%$2M7.1K
11EARGO INCCOM1.30%$2M45.0K
12DVADAVITA INChistory →COM1.22%$2M14.0K
13AAPLAPPLE INChistory →COM1.21%$2M12.2K
14METAFACEBOOK INChistory →CL A1.10%$2M4.4K
15AMZNAMAZON COM INChistory →COM1.08%$1M433
16COMSOVEREIGN HLDG CORPCOM NEW0.96%$1M575.0K
17BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.72%$998,0003.6K
18VVISA INCCOM CL A0.69%$960,0004.1K
19PYPLPAYPAL HLDGS INCCOM0.66%$920,0003.2K
20MAMASTERCARD INCORPORATEDCL A0.61%$848,0002.3K
21ADBEADOBE SYSTEMS INCORPORATEDCOM0.57%$790,0001.3K
22UNITED STATES STL CORP NEWCOM0.52%$720,00030.0K
23NFLXNETFLIX INCCOM0.50%$687,0001.3K
24TSLATESLA INCCOM0.49%$679,000999
25NVDANVIDIA CORPORATIONCOM0.49%$674,000842
26PGPROCTER AND GAMBLE COCOM0.47%$656,0004.9K
27CRMSALESFORCE COM INCCOM0.47%$654,0002.7K
28ACNACCENTURE PLC IRELANDSHS CLASS A0.45%$619,0002.1K
29JPMJPMORGAN CHASE & COCOM0.36%$504,0003.2K
30HDHOME DEPOT INCCOM0.32%$437,0001.4K
31ORCLORACLE CORPCOM0.31%$432,0005.6K
32SILGLOBAL X FDSGLOBAL X SILVER0.31%$427,00010.0K
33KOCOCA COLA COCOM0.30%$419,0007.7K
34IBMINTERNATIONAL BUSINESS MACHSCOM0.30%$414,0002.8K
35DISDISNEY WALT COCOM0.29%$405,0002.3K
36PEPPEPSICO INCCOM0.29%$404,0002.7K
37UNHUNITEDHEALTH GROUP INCCOM0.28%$393,000982
38INTUINTUITCOM0.28%$391,000797
39JNJJOHNSON & JOHNSONCOM0.25%$353,0002.1K
40CMCSACOMCAST CORP NEWCL A0.24%$328,0005.7K
41CSCOCISCO SYS INCCOM0.24%$327,0006.2K
42LINDE PLCSHS0.23%$323,0001.1K
43INTCINTEL CORPCOM0.23%$318,0005.7K
44BACBK OF AMERICA CORPCOM0.23%$315,0007.6K
45NOWSERVICENOW INCCOM0.23%$313,000570
46HONHONEYWELL INTL INCCOM0.21%$297,0001.4K
47UPSUNITED PARCEL SERVICE INCCL B0.21%$292,0001.4K
48UNPUNION PAC CORPCOM0.21%$287,0001.3K
49FINTECH ACQUISITION CORP VCOM CL A0.20%$274,00022.5K
50BABOEING COCOM0.20%$272,0001.1K
51FISFIDELITY NATL INFORMATION SVCOM0.19%$264,0001.9K
52RTXRAYTHEON TECHNOLOGIES CORPCOM0.18%$252,0003.0K
53NKENIKE INCCL B0.18%$247,0001.6K
54TXNTEXAS INSTRS INCCOM0.18%$247,0001.3K
55QCOMQUALCOMM INCCOM0.17%$237,0001.7K
56CATCATERPILLAR INCCOM0.17%$231,0001.1K
57ABTABBOTT LABSCOM0.16%$225,0001.9K
58MMM3M COCOM0.16%$224,0001.1K
59COSTCOSTCO WHSL CORP NEWCOM0.16%$220,000557
60MCDMCDONALDS CORPCOM0.16%$216,000937
61GENERAL ELECTRIC COCOM0.15%$212,00015.7K
62AVGOBROADCOM INCCOM0.15%$210,000441
63TMOTHERMO FISHER SCIENTIFIC INCCOM0.15%$207,000410
64EOGEOG RES INCCOM0.14%$200,0002.4K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2024$11M19Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$30M24Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$63M34May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$61M32Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$78M33Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$67M31Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$115M24May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$44M17Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$97M97Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$100M113Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$290M132May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$129M72Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$98M74Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$138M74Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$161M85May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$121M51Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$149M49Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$91M37Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$102M35May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$209M88Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$506M97Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$569M85Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$544M81May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$826M78Feb 14, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • DSCQG PR LLC028-18129

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.