OpCo 13F-HR · 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.
OpCo 13F-HR changes·closed
10 shownnarrative
newest filed first · soft labels · open company or period
| ticker | narrative | company | Δ weight | detail | period |
|---|---|---|---|---|---|
| 7 Aug 4 | |||||
| Entrada Therapeutics | closed | Merck & Co. pharma | −6.28 pp | was 6.3% | Q1→Q2 |
| Sutro Biopharma | closed | Merck & Co. pharma | −1.94 pp | was 1.9% | Q1→Q2 |
| Evaxion Biotech | closed | Merck & Co. pharma | −1.29 pp | was 1.3% | Q1→Q2 |
| Tenaya Therapeutics | closed | Alphabet tech treasury | −0.02 pp | was 0.02% | Q1→Q2 |
| 6 Aug 5 | |||||
| HON | closed | Cincinnati Financial insurance float | −3.81 pp | was 3.8% | Q1→Q2 |
| LRCX | closed | Cincinnati Financial insurance float | −0.64 pp | was 0.6% | Q1→Q2 |
| Rallybio | closed | Johnson & Johnson pharma | −0.21 pp | was 0.2% | Q1→Q2 |
| Nautilus Biotechnology | closed | Amazon Com tech treasury | −0.21 pp | was 0.2% | Q1→Q2 |
| Nano-X Imaging | closed | Johnson & Johnson pharma | −0.03 pp | was 0.03% | Q1→Q2 |
| 3 Aug 1 | |||||
| ACLXGBX | closed | Gilead Sciences pharma | −36.44 pp | was 36.4% | Q1→Q2 |
OpCo 13F-HR narrative uses the same QoQ math as featured Activity, with softer labels. “Still held” = kept stake with <1 pp weight change. Featured New/Exit/Add/Reduce stays on Activity. Not investment advice.