| Stock | Ownership Trend | Portfolio % | Prev Q % | Q4 2021 Value | Q4 2021 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| BBRIGHT HEALTH GROUP INC | 64.5% | 48.88% | $193.9M | 64.6M | $474.8M | 64.6M | 00.00% | Unchanged | |
![]() | 19.93% | 3.72% | $59.9M | 1.2M | $36.2M | 615,895 | +619,413+100.57% | Add | |
| NNCINO INCNCNO | 15.57% | — | $46.8M | 781,250 | $0 | 0 | +781,250 | New Buy |