L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
14 Feb 2024
latest of these filings; the earliest 14 Feb 2024
Managers listing it
4
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 2 listed it in both
Shares listed
7,780,497
combined, among listed positions
Reported value
$85m
combined, at the quarter end

Among the 93 comparable managers: 3 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,261,258.

Managers listing EWTX in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

4 of 4 holders

ActionFiling
Viking Global Investors LP6,159,146$67m0.25%Held014 Feb 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP1,187,880$13m0.08%Newnew14 Feb 2024 (the filing on sec.gov)
Woodline Partners LP404,212$4.4munder 0.1%Added+44,11914 Feb 2024 (the filing on sec.gov)
PDT Partners LLC29,259$320kunder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

No reduction among listed positions.

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
6 in Q3 2024 to 3 in Q2 2026

Tracked managers listing it, at least.

0246202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
EWTX by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20213$186mn.a.n.a.
Q2 20212$66mn.a.n.a.
Q3 20212$51mn.a.n.a.
Q4 20212$48mn.a.n.a.
Q1 20222$30mn.a.n.a.
Q2 20222$28mn.a.n.a.
Q3 20222$49mn.a.n.a.
Q4 20222$43mn.a.n.a.
Q1 20232$35mn.a.n.a.
Q2 20232$49mn.a.n.a.
Q3 20232$37mn.a.n.a.
Q4 20234$85m30
Q1 20244$102m22
Q2 20245$86m32
Q3 20246$217m41
Q4 20245$217m32
Q1 20255$184m32
Q2 20253$105m31
Q3 20252$92m02
Q4 20252$131m169
Q1 20263$212m1510
Q2 20263$281m1411

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

EWTX and LLY →EWTX and JNJ →EWTX and VRTX →Choose a stock to compare with EWTX →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own EWTX, latest filings →Back to the 13F Explorer →