OpCo 13F-HR

Latest investment books from operating companies we track — corporate treasury, insurance float, holding-company equity. Not superinvestor Activity. Superinvestor firehose → Newest 13Fs. Issuer reports → Company filings.

one latest book per company · amendments not listed here as of 13 Aug 4 shown quarter narrative

pharma

25 6 11 2 4 1 1 0

shown 4

today 0 7d 0 14d 0

tracked 26

latest book per company · top holdings · open company or period

company	period	top holds	aum	holds
13 Aug 1
Pfizer	2026 Q2	ALLO CELC ARVN	$170M	17
7 Aug 1
Merck & Co	2026 Q2	PSNL MRNA KYMR	$526M	13
6 Aug 1
Johnson & Johnson	2026 Q2	PTGX NBTX MGTX	$799M	15
3 Aug 1
Gilead Sciences	2026 Q2	RCUS LKFT ASMB	$1.6B	5

Latest book per operating company we track. Soft QoQ narrative → OpCo 13F-HR changes. Superinvestor amendments stay on Newest 13Fs. Berkshire, Markel, and dual-identity names stay on featured managers. Values as filed. Not investment advice.