RPRX
Royalty Pharma Plc
4 super-investors hold RPRX worth a combined $444M. The largest position: Pat Dorsey at 8.7% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 32 — ranked #295 of 724 scored stocks.
Why super-investors own RPRX
Four super-investors hold a combined $444M in RPRX, though the cohort count of 4 reflects a recent expansion from just 1–2 owners over the prior two years — suggesting quiet but deliberate accumulation rather than a crowded consensus trade. The highest-conviction holder is Pat Dorsey at 8.7% of his portfolio ($109M), followed by Samantha McLemore at 6.5% ($175M) and Torray Funds at 4.5% ($31M); Joel Greenblatt holds a token 0.1% ($129M in absolute terms, reflecting portfolio size). In 2026Q1, no one added, trimmed, or exited — a complete standstill suggesting the cohort views current sizing as appropriate. Interest has been gradually rising over eight quarters from a single holder, though momentum has plateaued.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Samantha McLemore | 6.5% | 10q | $175M | 3,643,716 |
| 2 | Joel Greenblatt | 0.1% | 22q | $129M | 2,681,069 |
| 3 | Pat Dorsey | 8.7% | 3q | $109M | 2,276,570 |
| 4 | Torray Funds | 4.5% | 18q | $31M | 645,425 |
Owners of RPRX also hold
Long US equity 13F-HR filings only. CUSIP G7709Q104. Not investment advice.