Portfolio changes · featured 13Fs

Activity

Moves in IOVA across featured managers — New / Exit / Add / Reduce.

ticker IOVA holders clear

2 managers with a move of ~141 featured filed through 15 May 1 shown managers newest 13Fs

Activity·IOVA · Reduce · all sizes

1 shown

reduce moves

1 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
15 May 1
IOVA	Reduce	Palo Alto Investors	+0.70 pp	−10.8% sh	2025Q4→2026Q1

As-filed 13F long equity only (options excluded). Default signal: New/Exit always · Add/Reduce need |Δ port| ≥ 1 pp. Managers · Newest 13Fs · Home.