Slotnik Capital, LLC - Q42025 Holdings

Slotnik Capital, LLC holds 28 stocks with a total portfolio value of $ 429.42M as of Q42025. In Q42025, Slotnik Capital, LLC added 18 new positions, increased stakes in 3 stocks, reduced 6 holdings, and fully exited 13 positions. The largest holding is Avidity Biosciences Inc (RNA), representing 18.73% of the total portfolio.