Yorktown Management & Research Co Inc: Significant New Investments Observed in Q2 2026 Portfolio
Yorktown has disclosed substantial new purchases of several high-growth companies this quarter, including notable additions to its Healthcare and Technology holdings.
Yorktown Management & Research Co Inc reported a portfolio value of $154.2 million as of June 30th, 2026.
New Position Acquisitions
This quarter, Yorktown established several new positions across its investment universe:
- LifeStance Health Group Inc (LFST), a Healthcare company specializing in behavioral healthcare services.
- Ondas Holdings Inc (ONDS), an Energy Technology firm focused on oil and gas drilling data solutions.
- Denali Therapeutics Inc (DNLI), a Biopharmaceutical company developing therapeutics for genetic diseases.
- Relay Therapeutics Inc (RLAY), another Biopharmaceutical focused on discovering and developing novel medicines.
- Beam Therapeutics Inc (BEAM)
- Aurinia Pharmaceuticals Inc (AUPH)
- Oscar Health Inc (OSCR)
- Aurinia Pharmaceuticals Inc (AUPH)
Increased Holdings in Existing Sectors
In addition to new positions, Yorktown significantly increased its holdings within sectors it already invested in:
Focus Areas & Portfolio Indicators
The disclosed new investments highlight Yorktown's continued focus on growth sectors like Healthcare and Technology. The portfolio includes 231 holdings with a top five concentration of just under 10.5% ($10.5 million). Significant activity this quarter involved large purchases, while notable exits included the reduction or removal of positions in companies like Palo Alto Networks Inc (PANW).
Healthcare Dominance
The Healthcare sector remains a significant part of Yorktown's portfolio, with several new positions concentrated here. The firm added substantial stakes in LifeStance Health Group Inc (LFST), Denali Therapeutics Inc (DNLI), Relay Therapeutics Inc (RLAY), and Beam Therapeutics Inc (BEAM). Existing positions in Aurinia Pharmaceuticals (AUPH) and Oscar Health (OSCR) also saw significant increases.
Technology Investments
The Technology sector allocation was bolstered by new investments in Ondas Holdings Inc (ONDS) and a substantial increase in holdings of Unity Software (U). These additions reflect Yorktown's interest in companies driving innovation within the tech landscape.
No Disclosed Sales This Quarter
Yorktown disclosed only new purchases and increases this quarter. There were no reported sales or decreases in existing holdings, indicating a focus on accumulating positions rather than exiting ones during this period.