Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Eagle Health Investments LP | $603,308,468 | 27 | $22,344,758 | June 30, 2026 |
| Varenne Capital Partners | $603,318,085 | 30 | $20,110,603 | June 30, 2026 |
| Sands Capital Alternatives, LLC | $613,546,175 | 24 | $25,564,424 | June 30, 2026 |
| Nextech Invest Ltd. | $616,414,127 | 15 | $41,094,275 | Dec. 31, 2024 Stale |
| BRIGHT VALLEY CAPITAL Ltd | $625,996,420 | 21 | $29,809,353 | June 30, 2026 |
| Paradice Investment Management LLC | $626,527,417 | 21 | $29,834,639 | June 30, 2026 |
| St. James Investment Company, LLC | $629,773,671 | 24 | $26,240,570 | June 30, 2026 |
| Generali Powszechne Towarzystwo Emerytalne | $631,067,550 | 25 | $25,242,702 | June 30, 2026 |
| Sunriver Management LLC | $636,837,478 | 21 | $30,325,594 | June 30, 2026 |
| Foresite Capital Management VI LLC | $642,575,985 | 23 | $27,938,086 | June 30, 2026 |
| Patient Square Capital LP | $645,523,811 | 23 | $28,066,253 | June 30, 2026 |
| Broad Run Investment Management, LLC | $649,745,926 | 24 | $27,072,747 | June 30, 2026 |
| BlueSpruce Investments, LP | $650,375,565 | 18 | $36,131,976 | June 30, 2026 |
| Fourth Sail Capital LP | $659,885,158 | 26 | $25,380,198 | June 30, 2026 |
| Cantillon Capital Management LLC | $665,113,090 | 27 | $24,633,818 | June 30, 2026 |
| General Pension Society PZU Joint Stock Co | $668,147,167 | 16 | $41,759,198 | June 30, 2026 |
| Avenir Tech Ltd | $670,959,611 | 32 | $20,967,488 | June 30, 2026 |
| Spectrum Financial Alliance Ltd LLC | $679,464,604 | 31 | $21,918,213 | June 30, 2026 |
| WILSEY ASSET MANAGEMENT INC | $680,961,174 | 28 | $24,320,042 | June 30, 2026 |
| ALLEN OPERATIONS LLC | $691,537,105 | 33 | $20,955,670 | June 30, 2026 |
| Perseverance Asset Management International | $693,148,060 | 19 | $36,481,477 | June 30, 2026 |
| Deltroit Asset Management (UK) LLP | $694,643,109 | 34 | $20,430,680 | June 30, 2026 |
| Saturn V Capital Management LP | $697,467,372 | 23 | $30,324,668 | June 30, 2026 |
| BWCP, LP | $700,115,312 | 24 | $29,171,471 | June 30, 2026 |
| 12th Street Asset Management Company, LLC | $701,817,160 | 32 | $21,931,786 | June 30, 2026 |
| Talos Eurisko Asset Management LP | $703,438,544 | 25 | $28,137,542 | June 30, 2026 |
| Rivermont Capital Management LP | $704,772,690 | 20 | $35,238,635 | June 30, 2026 |
| Chandler Asset Management, Inc. | $709,718,343 | 21 | $33,796,112 | June 30, 2026 |
| Summit Street Capital Management, LLC | $712,597,515 | 31 | $22,987,017 | June 30, 2026 |
| MAK CAPITAL ONE LLC | $713,794,826 | 17 | $41,987,931 | June 30, 2026 |
| Abu Dhabi Investment Council Co P.J.S.C | $714,613,556 | 26 | $27,485,137 | June 30, 2026 |
| Tensile Capital Management LP | $724,254,846 | 22 | $32,920,675 | June 30, 2026 |
| ThornTree Capital Partners LP | $731,339,436 | 19 | $38,491,549 | June 30, 2026 |
| GFI Investment Counsel Ltd. | $737,250,072 | 30 | $24,575,002 | June 30, 2026 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | $742,814,647 | 29 | $25,614,298 | June 30, 2026 |
| Helix Partners Management LP | $744,111,471 | 15 | $49,607,431 | June 30, 2026 |
| Stanley Capital Management, LLC | $754,291,893 | 37 | $20,386,267 | June 30, 2026 |
| ACADEMY CAPITAL MANAGEMENT | $756,257,690 | 36 | $21,007,158 | June 30, 2026 |
| LANSDOWNE PARTNERS (UK) LLP | $764,899,135 | 26 | $29,419,198 | June 30, 2026 |
| Albar Capital Partners LLP | $766,844,410 | 38 | $20,180,116 | June 30, 2026 |
| Strategic Point Investment Advisors, LLC | $767,470,913 | 36 | $21,318,636 | June 30, 2026 |
| XXEC, Inc. | $770,125,584 | 23 | $33,483,721 | June 30, 2026 |
| Glendon Capital Management LP | $772,554,927 | 26 | $29,713,651 | June 30, 2026 |
| Coho Partners, Ltd. | $779,136,310 | 32 | $24,348,010 | Sept. 30, 2025 Stale |
| Seilern Investment Management Ltd | $793,816,558 | 24 | $33,075,690 | June 30, 2026 |
| Bornite Capital Management LP | $794,572,837 | 20 | $39,728,642 | June 30, 2026 |
| Quantum Capital Management, LLC / NJ | $797,554,043 | 35 | $22,787,258 | June 30, 2026 |
| JOHNSON & JOHNSON | $798,650,757 | 15 | $53,243,384 | June 30, 2026 |
| Newtyn Management, LLC | $800,882,434 | 34 | $23,555,366 | June 30, 2026 |
| Liberty Mutual Group Asset Management Inc. | $801,053,264 | 39 | $20,539,827 | June 30, 2026 |
Page 2
of 17