SEC 13F Intelligence

Managers / Q2 2024 · view latest →

DSC Advisors, L.P.

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

Reported Value
$30M
Q2 2024
Positions
24
Filings on Record
24
2019–present window
Filed
Aug 14, 2024
original filing

Summary

Dsc Advisors, L.P. reported $30M in U.S.-listed holdings across 24 positions for Q2 2024.

The portfolio is heavily concentrated: R1 Rcm alone accounts for 23.6% of reported value.

Compared with Q1 2024, the fund opened 1 new position and exited 8.

Portfolio Metrics

Turnover
+0.7%
vs prior filed quarter
Top-10 Concentration
+87.2%
share of reported value
Largest Position
+23.6%
R1 Rcm
New / Exited
1 / 8
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: 97.1%Other: 2.9%
  • Common Stock · 97.1% · $29M
  • Other · 2.9% · $870,187

Quarter-over-Quarter Changes full breakdown →

vs Q1 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AMZNAMAZON COM INCNEW+1.1K1.1K+$211,029$211,029
NVDANVIDIA CORPORATIONADDED+2.3K2.6K+$27,787$318,733
BMRNBIOMARIN PHARMACEUTICAL INCSOLD OUT99.0K0$9M$0
ABTABBOTT LABSSOLD OUT50.5K0$6M$0
ADTADT INC DELSOLD OUT115.0K0$772,800$0
EHABUSDENHABIT INCSOLD OUT63.1K0$735,115$0
MSOSADVISORSHARES TRSOLD OUT40.0K0$400,400$0
PROSHARES TRSOLD OUT10.0K0$248,600$0

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

Holdings — Q2 2024

23 positions
#IssuerClass% PortfolioValueShares
1R1 RCM INCCOM23.58%$7M562.7K
2ZBHZIMMER BIOMET HOLDINGS INChistory →COM20.90%$6M57.7K
3CVSCVS HEALTH CORPhistory →COM19.75%$6M100.2K
4EHTHEHEALTH INChistory →COM9.07%$3M600.0K
5VYNEVYNE THERAPEUTICS INChistory →COM4.58%$1M696.5K
6KORNIT DIGITAL LTDSHS2.90%$870,18759.4K
7METAMETA PLATFORMS INChistory →CL A1.75%$523,3801.0K
8MSFTMICROSOFT CORPhistory →COM1.74%$521,1441.2K
9GOOGLALPHABET INChistory →CAP STK CL A1.71%$511,1132.8K
10NFLXNETFLIX INChistory →COM1.25%$373,884554
11VVISA INChistory →COM CL A1.25%$373,2321.4K
12MAMASTERCARD INCORPORATEDhistory →CL A1.24%$371,898843
13BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.17%$350,255861
14CRMSALESFORCE INChistory →COM1.12%$334,7441.3K
15NVDANVIDIA CORPORATIONhistory →COM1.06%$318,7332.6K
16ADBEADOBE INChistory →COM1.06%$317,769572
17AAPLAPPLE INChistory →COM1.04%$311,0861.5K
18ORCLORACLE CORPhistory →COM1.01%$302,8742.1K
19ACNACCENTURE PLC IRELANDSHS CLASS A0.91%$273,979903
20INTUINTUITCOM0.82%$247,111376
21NOWSERVICENOW INCCOM0.72%$217,121276
22AMZNAMAZON COM INCCOM0.70%$211,0291.1K
23IBMINTERNATIONAL BUSINESS MACHSCOM0.67%$200,4491.2K

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 ↗.