| Issuer | % of Class | Filed | ||||
|---|---|---|---|---|---|---|
| Schedule 13G · 30 securities · passive | ||||||
|
Xencor Inc
13G/A
XNCR · 98401F105
|
13.3% |
11/6/2026
Event 9/30/2026
|
||||
|
Xometry, Inc.
13G/A
XMTR · 98423F109
|
11.9% |
11/5/2026
Event 9/30/2026
|
||||
|
Universal Display Corp \Pa\
13G
OLED · 91347P105
|
5.2% |
11/5/2026
Event 9/30/2026
|
||||
|
Pulmonx Corp
13G/A
LUNG · 745848101
|
10.3% |
11/5/2026
Event 9/30/2026
|
||||
|
MarketAxess Holdings, Inc.
13G/A
MKTX · 57060D108
|
7.0% |
11/5/2026
Event 9/30/2026
|
||||
|
GRAIL, Inc.
13G/A
GRAL · 384747101
|
4.97% |
11/5/2026
Event 9/30/2026
|
||||
|
Southwest Airlines Co
13G/A
LUV · 844741108
|
10.0% |
10/5/2026
Event 9/30/2026
|
||||
|
Amentum Holdings, Inc.
13G
AMTM · 023939101
|
5.0% |
8/6/2026
Event 6/30/2026
|
||||
|
Booz Alllen Hamilton Holding Corporation
13G
BAH · 099502106
|
5.3% |
8/6/2026
Event 6/30/2026
|
||||
|
Flex Ltd.
13G/A
FLEX · Y2573F102
|
6.4% |
8/6/2026
Event 6/30/2026
|
||||
|
American Airlines Group Inc.
13G/A
AAL · 02376R102
|
10.5% |
6/5/2026
Event 5/31/2026
|
||||
|
Whirlpool Corporation
13G/A
WHR · 963320106
|
5.8% |
5/13/2026
Event 3/31/2026
|
||||
|
Elanco Animal Health Incorporated
13G/A
ELAN · 28414H103
|
9.2% |
5/13/2026
Event 3/31/2026
|
||||
|
Rhythm Pharmaceuticals, Inc.
13G/A
RYTM · 76243J105
|
5.2% |
2/12/2026
Event 12/31/2025
|
||||
|
LivaNova PLC
13G/A
LIVN · G5509L101
|
7.7% |
2/12/2026
Event 12/31/2025
|
||||
|
United Airlines Holdings, Inc.
13G/A
UAL · 910047109
|
4.9% |
2/11/2026
Event 12/31/2025
|
||||
|
Nextpower Inc.
13G/A
NXT · 65290E101
|
4.7% |
2/11/2026
Event 12/31/2025
|
||||
|
Glaukos Corporation
13G
GKOS · 377322102
|
5.9% |
2/11/2026
Event 12/31/2025
|
||||
|
NetApp, Inc.
13G/A
NTAP · 64110D104
|
4.8% |
11/14/2025
Event 9/30/2025
|
||||
|
Biogen Inc.
13G/A
BIIB · 09062X103
|
10.2% |
11/13/2025
Event 9/30/2025
|
||||
|
Immunocore Holdings plc - ADR
13G/A
IMCR · 45258D105
|
7.5% |
8/14/2025
Event 6/30/2025
|
||||
|
Transocean Ltd.
13G/A
RIG · H8817H100
|
1.5% |
8/14/2025
Event 6/30/2025
|
||||
|
Mattel, Inc.
13G/A
MAT · 577081102
|
10.3% |
8/14/2025
Event 6/30/2025
|
||||
|
BioMarin Pharmaceutical Inc.
13G/A
BMRN · 09061G101
|
8.2% |
8/14/2025
Event 6/30/2025
|
||||
|
Aecom
13G/A
ACM · 00766T100
|
7.2% |
8/14/2025
Event 6/30/2025
|
||||
|
Wolfspeed, Inc.
13G/A
WOLF · 977852102
|
4.3% |
5/13/2025
Event 3/31/2025
|
||||
|
Raymond James Financial, Inc.
13G/A
RJF · 754730109
|
4.7% |
5/13/2025
Event 3/31/2025
|
||||
|
New Fortress Energy Inc.
13G/A
NFE · 644393100
|
4.8% |
5/13/2025
Event 3/31/2025
|
||||
|
FedEx Corporation
13G/A
FDX · 31428X106
|
4.98% |
5/13/2025
Event 3/31/2025
|
||||
|
FibroGen, Inc.
13G/A
FGEN · 31572Q808
|
4.6% |
2/13/2025
Event 12/31/2024
|
||||
Includes filings since 12/18/2024, when the SEC began requiring structured 13D and 13G data.