Bronte Capital Management Pty Ltd. - Q42025 Holdings

Bronte Capital Management Pty Ltd. holds 43 stocks with a total portfolio value of $ 1B as of Q42025. In Q42025, Bronte Capital Management Pty Ltd. added 16 new positions, increased stakes in 4 stocks, reduced 22 holdings, and fully exited 3 positions. The largest holding is Regeneron Pharmaceuticals (REGN), representing 18.17% of the total portfolio.