SEC 13F Intelligence

Managers / Q4 2023 · view latest →

DSC Advisors, L.P.

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

Reported Value
$61M
Q4 2023
Positions
32
Filings on Record
24
2019–present window
Filed
Feb 14, 2024
original filing

Summary

Dsc Advisors, L.P. reported $61M in U.S.-listed holdings across 32 positions for Q4 2023.

Its largest position, CVS, represents 19.9% of the portfolio.

Compared with Q3 2023, the fund opened 6 new positions and exited 5.

Portfolio Metrics

Turnover
+8.7%
vs prior filed quarter
Top-10 Concentration
+90.4%
share of reported value
Largest Position
+19.9%
Cvs Health
New / Exited
6 / 5
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: 98.1%ETP: 1.5%Other: 0.4%
  • Common Stock · 98.1% · $59M
  • ETP · 1.5% · $917,200
  • Other · 0.4% · $224,400

Quarter-over-Quarter Changes full breakdown →

vs Q3 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
NFLXNETFLIX INCNEW+585585+$284,825$284,825
KRANESHARES TRNEW+10.0K10.0K+$270,000$270,000
INTUINTUITNEW+390390+$243,762$243,762
PROSHARES TRNEW+7.5K7.5K+$224,400$224,400
JAMFJAMF HLDG CORPNEW+10.0K10.0K+$180,600$180,600
MSOSADVISORSHARES TRNEW+20.0K20.0K+$140,200$140,200
VYNEVYNE THERAPEUTICS INCADDED+581.5K696.5K+$1M$2M
ADTADT INC DELADDED+45.0K75.0K+$331,500$511,500

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

Holdings — Q4 2023

26 positions
#IssuerClass% PortfolioValueShares
1CVSCVS HEALTH CORPhistory →COM19.86%$12M152.2K
2R1 RCM INCCOM16.59%$10M950.0K
3BMRNBIOMARIN PHARMACEUTICAL INChistory →COM15.93%$10M100.0K
4ZBHZIMMER BIOMET HOLDINGS INChistory →COM14.08%$9M70.0K
5ABTABBOTT LABShistory →COM13.25%$8M72.9K
6EHTHEHEALTH INChistory →COM5.91%$4M410.0K
7VYNEVYNE THERAPEUTICS INChistory →COM2.68%$2M696.5K
8GOOGLALPHABET INCCAP STK CL A0.73%$440,1633.2K
9METAMETA PLATFORMS INCCL A0.72%$433,2471.2K
10MSFTMICROSOFT CORPCOM0.68%$414,3961.1K
11EHABUSDENHABIT INCCOM0.68%$414,00040.0K
12VVISA INCCOM CL A0.59%$356,4191.4K
13MAMASTERCARD INCORPORATEDCL A0.58%$349,738820
14CRMSALESFORCE INCCOM0.56%$336,2931.3K
15ACNACCENTURE PLC IRELANDSHS CLASS A0.53%$323,539922
16ADBEADOBE INCCOM0.52%$317,391532
17NFLXNETFLIX INCCOM0.47%$284,825585
18KRANESHARES TRCSI CHI INTERNET0.45%$270,00010.0K
19BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.41%$250,732703
20INTUINTUITCOM0.40%$243,762390
21AAPLAPPLE INCCOM0.40%$239,7001.2K
22ORCLORACLE CORPCOM0.38%$232,5792.2K
23PROSHARES TRULTRASHRT S&P5000.37%$224,4007.5K
24JAMFJAMF HLDG CORPCOM0.30%$180,60010.0K
25MSOSADVISORSHARES TRPURE US CANNABIS0.23%$140,20020.0K
26GENIGENIUS SPORTS LIMITEDSHARES CL A0.10%$61,80010.0K

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 ↗.