Data as of Q4 2025 (Dec 31, 2025)
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Showing Q3 2024 data
DSC Advisors, L.P.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.

DSC Advisors, L.P.

โ€ขCIK: 1299434โ€ขFiling: Q3 2024

**DSC Advisors, L.P.** manages $11M across a concentrated portfolio of 19 positions. The strategy exhibits notable allocations to technology and growth names, highlighted by the top holding in EHTH at $2.4M. Further significant exposure includes USB-PQ ($1.5M) and VYNE ($1.3M), underpinning a diversified, yet focused, risk profile. The remaining portfolio weights are spread across major tech names such as META, MSFT, and GOOGL, demonstrating targeted conviction in high-growth sectors.

Total AUM
$11.0M
QoQ Performance
-63.4%
Positions
19
Top 10 Concentration
77.0%
Latest Filing
Q3 2024

Top Holdings Allocation

EHTH
KRNT
VYNE
META
EHTH22.3%
KRNT14.0%
VYNE11.9%
META5.2%
MSFT4.9%
GOOGL4.8%
MA3.6%
V3.6%

๐Ÿ“ˆ Biggest Buys

GOOGL
ALPHABET INC
+13.5%
4.8% of portfolio
MSFT
MICROSOFT CORP
+6.9%
4.9% of portfolio
V
VISA INC
+0.3%
3.6% of portfolio

๐Ÿ“‰ Biggest Sells

AAPL
APPLE INC
-12.0%
2.8% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DEL
-10.2%
3.2% of portfolio
ORCL
ORACLE CORP
-6.8%
3.1% of portfolio
CRM
SALESFORCE INC
-6.8%
3.0% of portfolio
META
META PLATFORMS INC
-3.9%
5.2% of portfolio

Sector Breakdown

Other50.3%
Technology35.9%
Financial10.4%
Communication3.4%

๐Ÿšช Exited Positionssold since Q2 2024

RCM1USD
R1 RCM INC
SOLD
$7.1M
ZBH
ZIMMER BIOMET HOLDINGS INC
SOLD
$6.3M
CVS
CVS HEALTH CORP
SOLD
$5.9M
AMZN
AMAZON COM INC
SOLD
$211.0K

Changes from Q2 2024

โ†‘3 increased
โ†“13 decreased

Historical Filings

Q3 2024Q2 2024Q1 2024Q4 2023