Follow-The-Filings

Security

Royalty Pharma PLC · SHS CLASS A

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners 2 new 1 exit max 8.7% (Pat Dorsey - Dorsey Asset...)

owners 14
max % 8.7%
tracked value $1.4B
qoq N 2 A 5 R 5 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Pat Dorsey - Dorsey Asset Management, LLC 2026 Q1 8.7% Add +1.11 pp 2,276,570 $109M hist
Samantha Mclemore - Patient Capital Management, LLC 2026 Q1 6.4% Add +1.42 pp 3,643,716 $175M hist
Torray Investment Partners LLC 2026 Q2 stale 4.6% Reduce +0.01 pp 602,028 $34M hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.2% Reduce -0.01 pp 340,783 $16M hist
Farallon Capital Management LLC 2026 Q1 0.1% New 0.1% 493,000 $24M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Add +0.09 pp 2,120,692 $102M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add +0.03 pp 3,782,038 $180M hist
Renaissance Technologies LLC 2026 Q1 0.1% New 0.1% 790,937 $38M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.04 pp 681,248 $26M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +0.01 pp 1,122,047 $54M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce +0.01 pp 490,018 $24M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 2,681,069 $129M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 9,934,612 $384M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 3,414,165 $132M hist
Israel Englander - Millennium Management LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 116,839 $5M hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.35B $2.26B $2.38B
Gross profit
Gross margin
Net income $1.13B $858.98M $770.95M
Net margin * 48.2% 37.9% 32.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.27B $1.8B $1.53B
Total non-current assets * $15.11B $16.42B $18.09B
Total assets $16.38B $18.22B $19.62B
Total current liabilities $161.38M $1.25B $636.21M
Total non-current liabilities * $6.14B $6.63B $9.27B
Total equity $10.08B $10.34B $9.71B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $2.99B $2.77B $2.49B
Cash from investing -$2.07B -$2.68B -$1.61B
Cash from financing -$2.15B $361.14M -$1.19B
Net change in cash -$1.23B $452.02M -$310.33M

ownership over time

filing count by report period · click a bar for that quarter’s holders