MESO in the 13F filings

Mesoblast LTD · CUSIP 590717401

New listing in Q4 2024· first held by a tracked manager this quarter, so its new positions are allocations rather than a turn towards it

Sector · Pharmaceuticals and biotechnology Theme · Biological products Theme · Healthcare: biopharma and medtech· L3VLUP-defined

Quarter

Q4 2025 Q4 2024

Quarter end: 31 Dec 2024; the date the book describes
Filed: 12 Feb 2025; up to 45 days after the quarter end
Managers listing it: 1; at least, of 95 tracked, among listed positions
Comparable managers: 94; filed both Q3 2024 and Q4 2024; 0 listed it in both
Shares listed: 179,593; combined, among listed positions
Reported value: $3.6m; combined, at the quarter end

Among the 94 comparable managers: 1 buyer (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +179,593.

Managers listing MESO in Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

1 of 1 holder

				Action		Filing
Oaktree Capital Management LP	179,593	$3.6m	0.06%	New	new	12 Feb 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

There is no earlier quarter on file to compare with.

Increases

Oaktree Capital Management LPnew position · 179,593 shares now+179,593

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.

New (1)

Oaktree Capital Management LP$3.6m

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.

1 in Q4 2024 to 1 in Q4 2025

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

Compare with…

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

MESO and GILD →MESO and AMGN →MESO and ARGX →Choose a stock to compare with MESO →

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 MESO, latest filings →Back to the 13F Explorer →

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