Patient Opportunity Trust
Trust for Advised Portfolios

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Sep 30, 2023 → Dec 31, 2023

Expand a category to see the positions behind it, ranked by weight.

Security Shares Sep 2023 Shares Dec 2023 Δ shares End % Δ value
CROCS INC 0 320,000 320,000 1.92% $29.89M
ILLUMINA INC 0 196,106 196,106 1.75% $27.31M
ROYALTY PHARMA PLC 0 902,223 902,223 1.62% $25.34M
SEADRILL LTD 0 457,259 457,259 1.39% $21.62M
Security Shares Sep 2023 Shares Dec 2023 Δ shares End % Δ value
SPLUNK INC 282,744 0 -282,744 0.00% -$41.35M
OVINTIV INC 575,000 0 -575,000 0.00% -$27.35M
DXC TECHNOLOGY CO 950,000 0 -950,000 0.00% -$19.79M
Security Shares Sep 2023 Shares Dec 2023 Δ shares End % Δ value
CITIGROUP INC 1,400,000 1,500,000 100,000 4.95% $19.58M
DELTA AIR LI 1,450,000 1,500,000 50,000 3.87% $6.70M
IAC INC 975,000 1,050,000 75,000 3.53% $5.87M
GENERAL MOTORS CO 1,300,000 1,500,000 200,000 3.45% $11.02M
UNITED AIRLINES HOLDINGS INC 900,000 1,000,000 100,000 2.65% $3.19M
CANADA GOOSE HOL 2,600,000 3,000,000 400,000 2.28% -$2.57M
KOSMOS ENERGY LTD 4,200,000 5,000,000 800,000 2.15% -$806.00K
PELOTON INTERACTIVE INC CL A 3,600,000 4,750,000 1,150,000 1.85% $10.75M
Green Thumb Industries Inc 1,500,000 2,077,460 577,460 1.50% $6.77M
S4 CAPITAL PLC 24,000,000 26,000,000 2,000,000 1.13% -$2.10M
PRECIGEN INC 11,000,000 13,000,000 2,000,000 1.12% $1.80M
Security Shares Sep 2023 Shares Dec 2023 Δ shares End % Δ value
EXPEDIA INC 750,000 725,000 -25,000 7.06% $32.75M
AMAZON.COM INC 625,000 575,000 -50,000 5.60% $7.92M
ALPHABET INC CL A 500,000 475,000 -25,000 4.25% $922.75K
MATTEL INC 2,800,000 2,600,000 -200,000 3.15% -$12.60M
TRAVEL+LEISURE CO 1,000,000 900,000 -100,000 2.26% -$1.55M
ALIBABA GROUP HOLDING LTD SPON ADR 500,000 450,000 -50,000 2.24% -$8.49M
CAPITAL ONE FINANCIAL CORP 300,000 260,000 -40,000 2.19% $4.98M
COINBASE GLOBAL INC 350,000 190,000 -160,000 2.12% $6.77M
JPMORGAN CHASE and CO 225,000 190,000 -35,000 2.07% -$310.50K
UBER TECHNOLOGIES INC 700,000 450,000 -250,000 1.78% -$4.49M
FISERV INC 210,000 200,000 -10,000 1.70% $2.85M
EXPAND ENERGY CORP 250,000 215,000 -35,000 1.06% -$5.02M
CLEVELAND-CLIFFS INC 1,000,000 800,000 -200,000 1.05% $706.00K
KARUNA THERAPEUTICS INC 140,000 15,000 -125,000 0.30% -$18.92M
2U, Inc. 8,000,000 4,000,000 -4,000,000 0.13% -$2.69M
Security Shares Sep 2023 Shares Dec 2023 Δ shares End % Δ value
ONEMAIN HOLDINGS INC 1,700,000 1,700,000 0 5.36% $15.49M
MLP 4,500,000 4,500,000 0 3.98% -$1.04M
UBS GROUP AG 2,000,000 2,000,000 0 3.96% $12.50M
META PLATFORMS INC CL A 150,000 150,000 0 3.40% $8.06M
NORWEGIAN CRUISE LINE HLDGS LTD 2,000,000 2,000,000 0 2.57% $7.12M
CVS HEALTH CORP 475,000 475,000 0 2.40% $4.34M
SOFI TECHNOLOGIES INC A 3,000,000 3,000,000 0 1.91% $5.88M
WESTERN ALLIANCE BANCORP 400,000 400,000 0 1.69% $7.93M
PURETECH HEALTH 9,500,000 9,500,000 0 1.51% $2.54M
COINBASE GLOBAL INC REGD 144A P/P 3.37500000 18,433,000 18,433,000 0 1.00% $2.28M
PANGAEA ONE LP 1 1 0 0.11% $428.16K
ALAUNOS THERAPEUTICS INC 2019 WARRANTS (RESTRICTED 3,787,879 3,787,879 0 0.00% $0

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