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.
new stake
narrative
newest filed first · soft labels · open company or period
| ticker | narrative | company | Δ weight | detail | period |
|---|---|---|---|---|---|
| 7 Aug 3 | |||||
| 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 |
| 6 Aug 1 | |||||
| CBRS | new stake | Johnson & Johnson | +1.48% | opened 1.5% | 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.