Quarter narrative
OpCo 13F-HR changes
How operating-company 13F-HR books shifted last quarter — strategic stakes, not hedge-fund “moves.” Soft language: new stake · weight up · weight down · still held · closed. Featured manager firehose stays on Activity. Latest books on OpCo 13F-HR.
narrative
newest filed first · soft labels · open company or period
| ticker | narrative | company | Δ weight | detail | period |
|---|---|---|---|---|---|
| 13 Aug 4 | |||||
| QTTB | closed | Pfizer | −0.31% | was 0.31% | Q1→Q2 |
| ORIC | weight down | Pfizer | −22.06% | −92.2% sh | Q1→Q2 |
| ZURA | weight down | Pfizer | −5.36% | −81.0% sh | Q1→Q2 |
| NXTC | still held | Pfizer | −0.60% | kept · 0.04% | Q1→Q2 |
| 7 Aug 6 | |||||
| TRDA | new stake | Merck & Co | +2.43% | opened 2.4% | Q1→Q2 |
| STRO | new stake | Merck & Co | +1.72% | opened 1.7% | Q1→Q2 |
| Evaxion Biotech | new stake | Merck & Co | +0.71% | opened 0.71% | Q1→Q2 |
| TRDA | closed | Merck & Co | −6.28% | was 6.3% | Q1→Q2 |
| Sutro Biopharma | closed | Merck & Co | −1.94% | was 1.9% | Q1→Q2 |
| Evaxion Biotech | closed | Merck & Co | −1.29% | was 1.3% | Q1→Q2 |
| 6 Aug 3 | |||||
| CBRS | new stake | Johnson & Johnson | +1.48% | opened 1.5% | Q1→Q2 |
| RLYB | closed | Johnson & Johnson | −0.21% | was 0.21% | Q1→Q2 |
| Nano-X Imaging | closed | Johnson & Johnson | −0.03% | was 0.03% | Q1→Q2 |
| 3 Aug 2 | |||||
| ACLXGBX | closed | Gilead Sciences | −36.44% | was 36.4% | Q1→Q2 |
| ASMB | weight up | Gilead Sciences | +2.39% | +10.5% sh | Q1→Q2 |
OpCo 13F-HR narrative uses the same QoQ math as featured Activity, with softer labels. “Still held” = kept stake with <1% weight change. Featured New/Exit/Add/Reduce stays on Activity. Not investment advice.