NTRA
Natera Inc
5 super-investors hold NTRA worth a combined $872M. The largest position: Stanley Druckenmiller at 20.9% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 63 — ranked #17 of 724 scored stocks.
Why super-investors own NTRA
Stanley Druckenmiller is the defining force behind this cohort's NTRA exposure, holding $613M worth at a 20.9% portfolio concentration — an unusually high conviction level even by his standards. He was the only cohort member to act in 2026Q1, adding to his existing position. Lee Ainslie holds a meaningful $234M stake at 2.7% of his portfolio, while Greenblatt and Torray carry smaller residual positions. Notably, cohort ownership has been flat at one active high-conviction holder for eight consecutive quarters, suggesting the broader super-investor universe has not warmed to the name despite Druckenmiller's ongoing commitment. Interest is neither broadening nor fading — it remains narrowly concentrated in one outsized bet.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2022Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Stanley Druckenmiller | 20.9% | 15q | $613M | 3,063,606 |
| 2 | Lee Ainslie | 2.7% | 9q | $234M | 1,171,633 |
| 3 | Joel Greenblatt | <0.1% | 38q | $22M | 111,682 |
| 4 | Torray Funds | 0.3% | 15q | $2M | 9,569 |
| 5 | Polen Capital Management | <0.1% | 4q | $254K | 1,269 |
Owners of NTRA also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | ADD | 20.9% | +22% | $613M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 632307104. Not investment advice.