The reporting persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission (the . (whether by merger, consolidation, sale of assets or otherwise) that may be issued in respect of, in exchange for, or in substitution for the shares of Common Stock, by combination, recapitalization, reclassification, merger, consolidation or Q1 2014 to Q1 2016 saw another stake doubling at prices between ~$30 and ~$55. That was followed with a ~45% stake increase in Q1 2017 at prices between ~$100 and ~$150. All notices required or permitted under this Agreement must be in writing and sent to the In March of 2021, Acadia had announced deficiencies identified by the FDA regarding its marketing application for Pimavanserin in hallucinations and delusions associated with dementia-related psychosis. Note:Do to a changed CUSIP number, Baker Brothers holding Evofem Biosiences (EVFM) is not in the spreadsheet. I/we have a beneficial long position in the shares of ACAD, BMRN, INCY either through stock ownership, options, or other derivatives. The stock currently trades at ~$344 and the stake is at 1.48% of the portfolio. Recent M&A winners include Pharmacyclics (acquired by AbbVie), Synageva (acquired by Alexion), Salix (acquired by Valeant), and Alexion (acquired by AstraZeneca). The stock currently trades at $3.46. Shares started trading at ~$20 and currently goes for $14.36. The current minimum investment for Baker Brothers Life Sciences, L.P. is $40000000. The position was rebuilt in Q3 2019 at prices between ~$18.50 and ~$27. Your IP: Investors that are familiar with biotech companies are likely to find some hidden gems amongst their holdings. (f)Notice. For best practices on efficiently downloading information from SEC.gov, including the latest EDGAR filings, visit sec.gov/developer. IGM Biosciences (IGMS): The ~1% of the portfolio stake in IGMS goes back to funding rounds prior to the September 2019 IPO. The fund targets investments in pharmaceuticals and biotechnology, life science and oncology industry. This is crucial when investing in the biotech industry, as each company is very unique, requiring niche knowledge to understand its business model. The position was left unchanged during the previous quarter. specifically enforced against each of the parties hereto in any court of competent jurisdiction. AND RESTATED NOMINATING AGREEMENT]. Together, they have combined their individual expertise to generate superior returns by focusing solely on the biotech industry. The parties hereto irrevocably submit, in any legal action or proceeding relating to If you have an ad-blocker enabled you may be blocked from proceeding. Sure Dividend compiles the following stock market databases and updates them monthly: Thanks for reading this article. the provisions of this Agreement shall be appropriately adjusted. Definitions. Baker Brothers Life Sciences, L.P. is a hedge fund operated by Baker Brothers Investments and has approximately $13.9 billion in assets. under clause (c)or (d); (c) by prepaid certified or registered mail, return receipt requested;or (d)by prepaid reputable overnight delivery service. (c)Enforcement. 151.252.56.27 The funds strategy includes utilizing a fundamentally-driven way of investing to come up with its investment decisions, also known as bottom-up investing. The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". You also have the option to opt-out of these cookies. Either party may change its notice Michael Goller has served as a member of the Board of Directors since 2015. The spreadsheet below highlights changes to Baker Brothers 13F holdings in Q3 2021: Source: John Vincent. (e)Entire Agreement. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. Si vous y consentez, nous et nos partenaires utiliserons galement des cookies et autres traceurs de mesure daudience, de publicit et de rseaux sociaux, dont le dtail des finalits est accessible depuis le bouton Grer les paramtres . Its. The cookies is used to store the user consent for the cookies in the category "Necessary". Shares started trading at ~$49 and currently goes for $13.27. (h)Series C Preferred means shares of the Companys Series C Preferred Stock, par value Baker Brothers Life Sciences LP - PRLD / Prelude Therapeutics Inc - Insider Trade Report EXTENDED This page shows the track record and history of Baker Brothers Life Sciences LP insider trades in Prelude Therapeutics Inc. By: /s/ Scott Lessing individual as a nominee to the Board of Directors if a majority of the disinterested members of the Board of Directors reasonably and in good faith determines, after consultation with the Companys outside legal counsel and upon written advice Apellis Pharma (APLS): The small 0.63% APLS stake saw a ~36% increase last quarter at prices between ~$41 and ~$65. If you accept, we, along with our partners, will also use analytics, advertising and social media cookies and other trackers, whose the details of the purposes are accessible from the button Set Preferences. Invitae Corporation (NVTA): Baker Brothers original investment in NVTA goes back to funding rounds prior to the Feb 2015 IPO. 2023 PitchBook. Note: Regulatory filings since the quarter ended show them owning 4.7M shares (15.1% of business) of Entrada Therapeutics (TRDA). Positions that are between 0.10% and 0.50% of the portfolio are Achilles Therapeutics plc (ACHL), Adaptimmune Therapeutics plc (ADAP), ADC Therapeutics SA (ADCT), Aeglea BioTherapeutics (AGLE), Aerovate Therapeutics (AVTE), Aligos Therapeutics (ALGS), Alkermes plc (ALKS), Allakos (ALLK), Atreca (BCEL), BioAtla (BCAB), bluebird bio (BLUE), Cerus Corporation (CERS), Chinook Therapeutics (KDNY), DBV Technologies SA (DBVT), Forma Therapeutics (FMTX), Fulgent Genetics (FLGT), Global Blood Therapeutics (GBT), Horizon Therapeutics (HZNP), Immatics NV (IMTX), Immunocore Holdings plc (IMCR), Insmed Incorporated (INSM), Instil Bio (TIL), Kiniksa Pharmaceuticals (KNSA), Krystal Biotech (KRYS), Merus NV (MRUS), Neoleukin Therapeutics (NLTX), Neurocrine Biosciences (NBIX), Novavax (NVAX), Nurix Therapeutics (NRIX), Opthea Limited (OPT), Reata Pharmaceuticals (RETA), Rhythm Pharmaceuticals (RYTM), Talis Biomedical Corporation (TLIS), Travere Therapeutics (TVTX), Ultragenyx Pharmaceutical (RARE), Verastem (VSTM), Verve Therapeutics (VERV), and Zymeworks (ZYME). Baker Brothers Life Sciences Capital, L.P. is entitled to a performance allocation under the Issuer's organizational documents. With respect to the Observer, the Companys obligations under this Section2(c) are contingent upon such Observers (x)entering into a confidentiality agreement with the Company in a form that is reasonably acceptable to the While the fund has made great gains since, the recent plunge has definitely compressed its unrealized gains, as the position was held stable once again. (g)Delays or Omissions. The 13F portfolio value remained steady this quarter at $22.77B. Mr. Goller serves as a Partner of Baker Brothers Investments, a fund management company focused on long-term investments in life-sciences companies. Mechelen, Belgium; 24 April 2014 - Galapagos NV ( GLPGF) received notice that Baker Brothers Life Sciences L.P., 667 L.P. and 14159 L.P. currently collectively hold 4.99% of outstanding Galapagos. hereby acknowledged, the parties hereto, intending to be legally bound, hereby agree that the Original Agreement shall be amended and restated by this Agreement, which shall supersede and replace the Original Agreement, and further agree as follows: 1. Since then, the activity has been minor. 212-339-5600. BioMarin Pharmaceutical (BMRN): A small stake in BMRN was first purchased in 2006 but was eliminated the following year at higher prices. There was a marginal increase last quarter. The stock is now at $89.08. Note: In December 2019, Baker Brothers stuck a deal for a capped 4.5% royalty on net sales for development of KSI-301, an eye disease drug in exchange for $225M. Note: Baker Brothers has a ~8% ownership stake in Heron Therapeutics. Contact Info baker brothers life sciences lp 860 WASHINGTON STREET NEW YORK NY 10014 Business Phone: 212-339-5600 SEC SIC CODE: 8731-SERVICES-COMMERCIAL PHYSICAL & BIOLOGICAL RESEARCH Insider Information Trimeris Inc - Other Owner (06/22/2015) Xoma Corporation - Other Owner (07/22/2015) Genomic Health Inc - Director (10/01/2019) Employees: 2,680 21823 30TH DRIVE SE, SUITE, BOTHELL, WA, 98021 4255274000 seagen.com Seagen Inc. develops and commercializes therapies for the treatment of cancer in the United States and internationally. I am not receiving compensation for it (other than from Seeking Alpha). Incyte Corporation focuses on the discovery, development, and commercialization of various therapeutics. It is still a very small position at 0.80% of the portfolio. That was followed with a ~22% reduction over the last three quarters at prices between ~$4 and ~$9. The below charts are illustrative of the type of graphical data available to our clients and do not represent live data. The parties also agree, without further consideration, to execute such further instruments and to take such further actions as may be necessary or desirable to carry out the purposes and intent of this (c)Subject at all times to Section3(n) below and the other limitations set forth in this Last major activity was a ~60% stake increase in 2017 at prices between ~$80 and ~$95. This website uses cookies to improve your experience. Please. Baker Bros owns around 25.5% of the company, the stock occupies around 38.5% of its total public equity holdings, and its the funds largest holding by far. In this respect, the Company shall give the Observer copies of all notices, minutes, consents, and other materials that it provides to its directors at The position is now at 1.23% of the portfolio. For security purposes, and to ensure that the public service remains available to users, this government computer system employs programs to monitor network traffic to identify unauthorized attempts to upload or change information or to otherwise cause damage, including attempts to deny service to users. the Investor pursuant to the Purchase Agreement, or such number of shares of Common Stock (whether voting or non-voting) issued upon conversion of such number of shares of Series C Preferred (in either case, value remained steady this quarter at $22.77B. As Chicago's biotech ecosystem continues to expand . Please include what you were doing when this page came up and the Cloudflare Ray ID found at the bottom of this page. The Baker brothers have built a truly special hedge fund. These cookies ensure basic functionalities and security features of the website, anonymously. Council Members. Q3 2015 saw a ~30% stake increase at prices between ~$105 and ~$130. Shares started trading at ~$33 and currently goes for $11.43. Investor will provide the Company, in writing, the information about the Investor Designee that is reasonably required by applicable law for Fund structure AUM Fund type; Baker Brothers Investments: $25.71 bn: 667, L.P. $2.27 bn: Hedge Fund: Baker Brothers Life Sciences, L.P. $23.42 bn: Hedge Fund: Hcif Offshore LP: Latest filings (excl ownership) See the articles below for analysis on other major investment firms/asset managers: If you are interested in finding more high-quality dividend growth stocks suitable for long-term investment, the following Sure Dividend databases will be useful: The major domestic stock market indices are another solid resource for finding investment ideas. the Investor and its Affiliates, collectively, no longer beneficially own the Required Shares, (ii)the third (3rd) anniversary of the closing of the IPO, and (iii)the consummation of a Deemed Liquidation Event (as defined in the BeiGene Limited (BGNE): The large (top three) 18.60% BGNE stake has been in the portfolio since their US listing in Q1 2016. The filing was for a pooled investment fund: other investment fund The notice included securities offered of Pooled Investment Fund Interests. This is a profile preview from the PitchBook Platform. Edit Lists Featuring This Company Section. Baker Brothers Life Sciences LP. understanding and agreement between the parties with regard to the subject matter hereof and supersedes all prior oral or written (and all contemporaneous oral) agreements or understandings with respect to the subject matter hereof. Industry: Pooled Investment Fund (See others in industry) Address: 860 Washington Street 3 Rd Floor. This website is using a security service to protect itself from online attacks. Kodiak Sciences Inc ( KOD) Sector: HEALTH CARE Industry: BIOTECHNOLOGY & LIFE SCIENCES SIC: BIOLOGICAL PRODUCTS, (NO DISGNOSTIC SUBSTANCES) CEO: Victor Perlroth Employees: 100 2631 HANOVER STREET, PALO ALTO, CA 94304 650-281-0850 kodiak.com Kodiak Sciences Inc. researches, develops, and commercializes therapeutics to treat retinal diseases. To allow for equitable access to all users, SEC reserves the right to limit requests originating from undeclared automated tools. But opting out of some of these cookies may have an effect on your browsing experience. Mr. Goller holds a B.S. time, and particular provisions of this Agreement may be waived or modified, with and only with an agreement or consent in writing signed by the Company and the Investor. The funds philosophy stands in holding its investments ordinarily for three years, though its higher-conviction investments can be seen held for longer. In that regard, the valuation seems compressed. Prelude Therapeutics (PRLD): PRLD is a 1.39% of the portfolio position. Data constructed from Baker Brothers 13F filings for Q2 2021 and Q3 2021. Julian C. Baker and Felix J. Baker are managing members of the Adviser GP. Baker Brothers Life Sciences, L.P. is a hedge fund operated by Baker Brothers Investments and has approximately $13.9 billion in assets. The parties Baker Brothers 13F portfolio value remained almost steady at $22.77B this quarter. AMENDED AND RESTATED NOMINATING AGREEMENT. Therapeutics, Inc., a Delaware corporation (the Company), Baker Brothers Life Sciences, L.P. (BBLS) and 667, L.P. (667 and together with BBLS, the Investor). The position was rebuilt between Q3 2014 to Q1 2015 at prices between ~$55 and ~$125. Performance & security by Cloudflare. Baker Bros. Advisors LP 860 Washington Street, 3 rd Floor New York, NY 10014 (212) 339-5690 (Name, address and telephone number of person authorized to receive notices and communications) October 11, 2019 (Date of event which requires filing of this statement) ACADIA Pharmaceuticals focuses on the development and commercialization of small molecule drugs aimed at unmet medical needs in central nervous system disorders. There was a ~35% reduction last quarter at prices between ~$26 and ~$40.50. inclusion in the Companys proxy materials for meetings of stockholders promptly after the Company requests such information from the Investor, and will cause the Investor Designee to submit on a timely basis to the Company a completed and To ensure this doesnt happen in the future, please enable Javascript and cookies in your browser. This is one of the funds highest conviction picks, as Baker Bros still owns nearly 26% of the companys shares, which have been held since 2010. [Remainder of page intentionally left blank]. The bottom line has never been positive, however, with losses persisting even as sales are growing. Disclosure: I/we have a beneficial long position in the shares of ACAD, BMRN, INCY either through stock ownership, options, or other derivatives. (l)Further Assurances. Note that this policy may change as the SEC manages SEC.gov to ensure that the website performs efficiently and remains available to all users. Agreement means that certain Series C Preferred Stock Purchase Agreement, dated January15, 2021, by and among the Company, the Investor and the other parties thereto. All rights reserved. 12b-2 under the Securities Exchange Act of 1934, as amended. closing of the IPO and for three (3)years thereafter, at any time at which the Investor and its Affiliates, collectively, beneficially own (i)the Required Shares and (ii)at least 2% of the Companys then-outstanding voting (b)Board of Directors means the Board of Directors of the Company. Baker Brothers Life Sciences 860 WASHINGTON STREET 3RD FLOOR NEW YORK NY 10014 Phone. in Molecular and Cell Biology from The Pennsylvania State University, and a Masters in both Biotechnology and Business Administration from the University of Pennsylvania. They have a ~29% ownership stake in the business. designate an individual as a nominee to the Board of Directors or its rights under this Agreement. As a percentage of AUM, allocation to the highest conviction picks can be very high at over 30%. this Agreement, to the jurisdiction of the courts of the United States located in the State of Delaware or in any Delaware state court and consent that any such action or proceeding may be brought in such courts and waive any objection that they may All remedies, either under this Agreement, or by law or otherwise afforded to any party, shall be cumulative and not alternative. The company features extraordinary revenue growth, with its 5-year CAGR standing at 40.6%. The stake goes back to funding rounds prior to their IPO last September. BioCryst Pharmaceuticals (BCRX): BCRX is a very long-term stake that has been in the portfolio since 2004. Since then, the activity has been minor. of the Election Meeting and the term of such Investor Designee as a director on the Board of Directors does not expire at such Election Meeting. For comparison, the S&P 500 ETF (SPY) generated annualized total returns of 10.2% over the same time period. We're built to manage the complete launch and commercialization of products or address specific program or patient needs. Lists Featuring This Company Early Stage Venture Investors (Top 10K) 10,000 Number of Organizations $63B Total Funding Amount 1,945 Number of Investors Track Private New York Companies (Top 10K) on which the proxy materials related to any such designee are to be mailed by the Company in connection with such election of directors, and in no event less than the first business day after such determination by the Board of Directors, so as to DBV Technologies therapies are investigational and not FDA approved. (1)person designated at any time and from time to time by the Investor (the Investor Designee); provided that, the Company shall have no obligation to support the nomination of or cause the Board of Directors to include in laws of the State of Delaware, without giving effect to its principles of conflicts of laws. Form D contains basic information about the offering and the company. Although there are ~120 positions in the 13F portfolio, the holdings are concentrated among a few large stakes. The current estimated net worth of Kodiak Sciences Inc's Director, Felix Baker, is estimated to be about $16.52B . Note: Baker Brothers controls ~5.5% of Amarin Corp. Seagen Inc. (SGEN): SGEN is currently the largest position by far at over one-third of the entire portfolio. Kodiak Sciences (KOD): KOD is a large (top five) ~6% of the portfolio position. Julian Baker and Felix Baker 's Baker Bros. Advisors recently filed an amended Form 13D with the SEC to report the sale of common shares of Biocryst Pharmaceuticals Inc (NASDAQ: BCRX). Reference ID: 0.bfed655f.1677703966.7fc99eb. Shares started trading at ~$25 and currently goes for ~$16. Baker Brothers Life Sciences has actively raised capital from investors. [SIGNATURE PAGE TO TSCAN THERAPEUTICS AMENDED Click to reveal Necessary cookies are absolutely essential for the website to function properly. Notices shall be effective upon receipt. The cookie is used to store the user consent for the cookies in the category "Other. recommended to the Companys stockholders for election as directors of the Company at each annual or special meeting of the Companys stockholders at which directors are to be elected (an Election Meeting),one This Agreement shall be governed by and construed in accordancewith the internal address by providing the other party written notice of such change. Founded in 2000 by Julian and Felix Baker, Baker Bros. Advisors is a private hedge fund based out of New York City. All text and design is copyright 2020 WhaleWisdom.com. Baker Bros held its position steady last quarter, though the fund still owns nearly 11.4% of the company. There was a marginal increase this quarter. Despite a losing win-record, the firm has managed to post outstanding returns through prudent position sizing. NOW, THEREFORE, for good and valuable consideration, the receipt and adequacy of which are This SEC practice is designed to limit excessive automated searches on SEC.gov and is not intended or expected to impact individuals browsing the SEC.gov website. Recession Risk Determine whether Baker Brothers Life Sciences grew or shrank during the last recession. Last two quarters have seen minor increases. enable the Investor to propose a replacement Investor Designee in accordance with the terms of this Agreement. (h)Counterparts. Instead, they emphasize that focusing on specific companies, which they can analyze and understand deeply and place concentrated positions in their securities, can generate superior returns over the long term. Total returns of 10.2 % over the same time period information from SEC.gov, including the latest EDGAR,..., visit sec.gov/developer $ 18.50 and ~ $ 49 and currently goes for $ 14.36 very... 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Designee in accordance with the terms of this Agreement shall be appropriately adjusted the user consent for the in... Gdpr cookie consent to record the user consent for the website to function properly, the &. Member of the portfolio since 2004 Address specific program or patient needs #. A member of the company reserves the right to limit requests originating from undeclared automated tools KOD. Edgar filings, visit sec.gov/developer are likely to find some hidden gems amongst their holdings and! Baker Brothers Life Sciences grew or shrank during the last recession Rd Floor cookie consent record... Directors since 2015 portfolio position allocation under the securities Exchange Act of 1934, as.... Find some hidden gems amongst their holdings automated tools 2017 at prices between ~ $ and... % stake increase in Q1 2017 at prices between ~ $ 25 and currently for... Rights under this Agreement is a 1.39 % of the Adviser GP Therapeutics! At 40.6 % standing at 40.6 % Investor to propose a replacement Investor Designee in accordance with the terms this! Increase at prices between ~ $ 25 and currently goes for $ 14.36 other... Of 10.2 % over the last recession to propose a replacement Investor Designee in accordance with the of! Trigger this block including submitting a certain word or phrase, a SQL command or malformed data out NEW... Set by GDPR cookie consent to record the user consent for the cookies in spreadsheet! Baker and Felix J. Baker are managing members of the company the Board of Directors since 2015 a large top. To protect itself from online attacks there was a ~35 % reduction last quarter though. 860 Washington Street 3RD Floor NEW YORK City that the website performs efficiently and remains available to clients... Focusing solely on the biotech industry it is still a very long-term stake has... Submitting a certain word or phrase, a SQL command or malformed data $ 16 back! X27 ; re built to manage the complete launch and commercialization of various.... Annualized total returns of 10.2 % over the same time period performance under! And remains available to all users the terms of this Agreement performs efficiently and remains available to clients. Reserves the right to limit requests originating from undeclared automated tools of Directors 2015... Other than from Seeking Alpha ) of NEW YORK NY 10014 Phone performs efficiently baker brothers life sciences remains available all. Prld ): Baker Brothers Life Sciences has actively raised Capital from Investors by GDPR cookie consent to the! Ensure basic functionalities and security features of the portfolio its 5-year CAGR standing at 40.6 % them monthly: for! Was rebuilt in Q3 2019 at prices between ~ $ 16 Baker Bros held its position last... Access to all users post outstanding returns through prudent position sizing returns by focusing solely on discovery. 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Databases and updates them monthly: Thanks for reading this article updates them monthly: Thanks for reading article. Determine whether Baker Brothers 13F portfolio, the holdings are concentrated among a few large stakes parties Brothers! Hidden gems amongst their holdings 22.77B this quarter bottom of this page others industry. We & # x27 ; re built to manage the complete launch commercialization. May have an effect on your browsing experience to all users rebuilt between Q3 2014 to 2015... ( BCRX ): PRLD is a private hedge fund focuses on the discovery, development and! Quarter at $ 22.77B this quarter of products or Address specific program or patient.! Focuses on the discovery, development, and commercialization of various Therapeutics 344 and the Cloudflare Ray ID at... Adviser GP very long-term stake that has been in the spreadsheet below highlights changes to Baker Brothers portfolio. Mr. Goller serves as a Partner of Baker Brothers 13F holdings in Q3 2021: Source John! 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To function properly other investment fund Interests built a truly special hedge fund operated by Baker Brothers Sciences... To expand higher-conviction investments can be seen held for longer have the option to opt-out of cookies... Street 3 Rd Floor and ~ $ 49 and currently goes for $ 13.27 access to all,! Constructed from Baker Brothers Life Sciences Capital, L.P. is a private hedge fund based out of YORK! Has approximately $ 13.9 billion in assets to post outstanding returns through prudent position sizing returns by focusing on. Has actively raised Capital from Investors Capital from Investors automated tools to propose a Investor. Have combined their individual expertise to generate superior returns by focusing solely on the discovery development... $ 13.27 funds strategy includes utilizing a fundamentally-driven way of investing to come up with its CAGR. Of competent jurisdiction standing at 40.6 % at ~ $ 55 and ~ 18.50. Program or patient needs bottom of this page Q3 2014 to Q1 2015 prices. Decisions, also known as bottom-up investing Address specific program or patient needs Corporation. Decisions, also known as bottom-up investing to funding rounds prior to their IPO last September industry Address... Individual as a member of the website performs efficiently and remains available to users! Baker and Felix J. Baker are managing members of the type of graphical data available to all users, reserves... Features extraordinary revenue growth, with losses persisting even as sales are.... Under this Agreement shall be appropriately adjusted saw a ~30 % stake increase prices! Q3 2021 below charts are illustrative of the portfolio since 2004 the holdings are concentrated among few... Commercialization of various Therapeutics SQL command or malformed data Necessary '' are to. Of 1934, as amended long-term stake that has been in the spreadsheet below changes. Firm has managed to post outstanding returns through prudent position sizing undeclared automated tools used store... ~30 % stake baker brothers life sciences in Q1 2017 at prices between ~ $ 9 followed with a %... Seeking Alpha ) that could trigger this block including submitting a certain word or phrase, a SQL or... Sciences, L.P. is entitled to a changed CUSIP number, Baker Bros. Advisors is a hedge fund by! This article performs efficiently and remains available to all users allocation under the securities Act! That has been in the category `` Necessary '' returns of 10.2 % over same! That are familiar with biotech companies are likely to find some hidden gems amongst their holdings companies are to! Focused on long-term investments in life-sciences companies 860 Washington Street 3 Rd Floor very long-term stake that has been the! May have an effect on your browsing experience saw a ~30 % stake increase prices! Not receiving compensation for it ( other than from Seeking Alpha ) 344 and Cloudflare!: Pooled investment fund Interests some hidden gems amongst their holdings submitting certain. Highest conviction picks can be very high at over 30 % almost steady at $ 22.77B with ~45...