PCVX
Vaxcyte Inc
2 super-investors hold PCVX worth a combined $127M. The largest position: Lee Ainslie at 0.9% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 23 — ranked #600 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own PCVX
Seth Klarman's new position this quarter is the headline move, bringing the cohort count to two holders for the first time in recent quarters after a prolonged period of minimal interest — ownership stood at zero across four of the last eight quarters. Klarman's $46M stake and Lee Ainslie's $80M position each represent 0.9% of their respective portfolios, modest but matching concentration levels that suggest measured rather than high-conviction exposure. Combined cohort value sits at $127M. With one new entrant and no trims or exits, interest appears to be quietly rebuilding after an extended absence, though the cohort remains narrow at just two names.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Lee Ainslie | 0.9% | 9q | $80M | 1,377,738 |
| 2 | Seth Klarman | 0.9% | — 1q | $46M | 800,000 |
Owners of PCVX also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Seth Klarman | NEW | 0.9% | +100% | $46M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 92243G108. Not investment advice.