XENE

Xenon Pharmaceuticals Inc

2 super-investor ownerscombined $168Mlargest position 0.5%

1 NEW

2 super-investors hold XENE worth a combined $168M. The largest position: Stanley Druckenmiller at 0.5% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 50 — ranked #44 of 724 scored stocks.

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Why super-investors own XENE

The headline move this quarter is Stanley Druckenmiller initiating a new position in XENE, bringing cohort ownership to two funds for the first time in at least eight quarters. Druckenmiller's stake sits at $14M, representing 0.5% of his portfolio — his highest-conviction allocation to the name in the cohort. The bulk of the combined $168M in cohort exposure belongs to Joel Greenblatt, whose $154M position at 0.1% of his portfolio reflects a large absolute dollar commitment despite modest concentration. No one trimmed or exited this quarter. With Druckenmiller's entry representing the only change in ownership count across eight quarters of data, interest appears to be modestly but meaningfully rising.

AI-synthesized from 13F filings. Not investment advice.