SDGR
Schrodinger Inc
2 super-investors hold SDGR worth a combined $82M. The largest position: Bill & Melinda Gates Foundation Trust at 0.3% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 25 — ranked #537 of 724 scored stocks.
Why super-investors own SDGR
Interest in SDGR within this cohort is minimal and static. The Bill & Melinda Gates Foundation Trust accounts for nearly all of the $82M in combined exposure, carrying the position at roughly 0.2% of its portfolio — a modest allocation even for that concentrated vehicle. Joel Greenblatt holds a token $2M slice. The cohort count has held at one or two owners for at least eight consecutive quarters, with no additions, trims, exits, or new entrants recorded in 2026Q1. The absence of any activity this quarter, combined with the flat ownership trend, signals neither growing conviction nor active distribution — this appears to be a passive, low-priority holding for the small number of super-investors involved.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill & Melinda Gates Foundation Trust | 0.3% | 25q | $79M | 6,981,664 |
| 2 | Joel Greenblatt | <0.1% | 25q | $2M | 197,247 |
Owners of SDGR also hold
Long US equity 13F-HR filings only. CUSIP 80810D103. Not investment advice.