DRTS β€” ALPHA TAU MEDICAL LTD

Ownership history in SATOVSKY ASSET MANAGEMENT LLC  Β·  9 quarters on record

This page tracks every 13F SEC filing in which SATOVSKY ASSET MANAGEMENT LLC reported a position in ALPHA TAU MEDICAL LTD (DRTS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.05% (2023 Q4)
πŸ“Š Avg. % of fund
0.04%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
9

Position Intelligence

SATOVSKY ASSET MANAGEMENT LLC Γ— DRTS AI Analytics

πŸ“ˆ SATOVSKY ASSET MANAGEMENT LLC outperformed the S&P 500 by +22.7% annually on this DRTS position. Average cost basis: $2.53. Maximum drawdown during holding period: –19.3%.

πŸ“ˆ Position Alpha vs SPY
+22.7%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 22.7% per year on this position.
7 quarters analyzed

πŸ’° Entry Quality
$2.53
+95.7% vs current ($4.95)

Best entry: $2.53 (2024 Q2)  Β·  Worst: $2.53 (2024 Q2)

πŸ›‘οΈ Drawdown Resilience
–19.3%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

2 adds Β· 1 trim. Bought during 1 of 3 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.05% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    DRTS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 53,606 β€” 0% 0.05% $265K $4.95
2025 Q3 UNCHANGED 53,606 β€” 0% 0.05% $242K $4.51
2025 Q2 UNCHANGED 53,606 β€” 0% 0.04% $167K $3.12
2025 Q1 UNCHANGED 53,606 β€” 0% 0.03% $135K $2.51
2024 Q4 UNCHANGED 53,606 β€” 0% 0.04% $166K $3.10
2024 Q3 UNCHANGED 53,606 β€” 0% 0.03% $128K $2.38
2024 Q2 ADDED 53,606 +5,012 +10.3% 0.03% $136K $2.53
2024 Q1 REDUCED 48,594 -9,836 -16.8% 0.04% $143K $2.95
2023 Q4 INITIATED 58,430 β€” β€” 0.05% $176K β€”

🏒 Other funds also holding DRTS

As of 2025 Q4 β€” sorted by position size

LEVIN CAPITAL STRATEGIES, L.P. 3Y 7Y 0.08% Financial Guidance Group, Inc. 3Y 0.04% Apella Capital, LLC 3Y 0.04% Kovitz Investment Group Partners, LLC 3Y 7Y 0.02% Tower View Wealth Management LLC 3Y 7Y 0.01% Opal Wealth Advisors, LLC 3Y 0.01% Quent Capital, LLC 3Y 0.01% Trifecta Capital Advisors, LLC 3Y 0.01% Caitlin John, LLC 0.0% HighTower Advisors, LLC 3Y 7Y 0.0%
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