| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| RREVOLUTION MEDICINES INC COMRVMD | 54.45% | 5.44% | $2.05B | 10.6M | $205.0M | 2.2M | +8.4M+380.77% | Add | |
 | 17.91% | 68.33% | $673.6M | 6.4M | $2.58B | 16.8M | -10.4M-61.73% | Reduce | |
 | 12.14% | 12.1% | $456.6M | 3.1M | $456.1M | 3.1M | +19,807+0.65% | Add | |
 | 9.26% | 9.34% | $348.2M | 3.6M | $352.1M | 3.5M | +152,926+4.41% | Add | |
 | 6.23% | 4.76% | $234.3M | 6.7M | $179.5M | 6.8M | -50,000-0.74% | Reduce |
