| Stock | Ownership Trend | Portfolio % | Prev Q % | Q1 2026 Value | Q1 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| JJBT MAREL CORPORATIONJBTM | 67.38% | 77.27% | $132.9M | 1.1M | $170.9M | 1.1M | -42,232-3.81% | Reduce | |
 OCULIS HOLDING AGOCS | 32.62% | 22.73% | $64.3M | 2.4M | $50.3M | 2.4M | -17,584-0.72% | Reduce |
