Affinity Asset Advisors’s Oruka Therapeutics ORKA Stock Holding History

Affinity Asset Advisors’s Portfolio ORKA Stock Details ORKA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$56.2M	Buy	590,000 +90,327	+18%	+$6.02M	2.54%	9
2026 Q1	$24.5M	Sell	499,673 -302,669	-38%	-$10.5M	1.27%	25
2025 Q4	$24.3M	Sell	802,342 -156,838	-16%	-$4.37M	1.39%	24
2025 Q3	$18.4M	Buy	959,180 +355,701	+59%	+$5.27M	1.61%	21
2025 Q2	$6.76M	Buy	603,479 +58,117	+11%	+$606K	0.92%	34
2025 Q1	$5.6M	Buy	545,362 +176,664	+48%	+$2.2M	0.53%	37
2024 Q4	$7.15M	Buy	368,698 +18,862	+5%	+$460K	0.96%	30
2024 Q3	$8.57M	Buy	349,836 +343,796	+5,692%	+$12M	1.17%	25
2024 Q2	$278K	Buy	+6,040	New	+$241K	0.03%	93

Other funds holding ORKA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return

FFM

Fairmount Funds Management West Conshohocken, Pennsylvania $1.51B AUM 546.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PBA

Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

Affinity Asset Advisors's ORKA Position: Q2 2026 in Review

Affinity Asset Advisors increased its Oruka Therapeutics (ORKA) stake by 18% in Q2 2026, buying an estimated $6.02M and bringing the position to 590,000 shares worth $56.2M. The position accounts for 2.54% of the portfolio, ranked #9.

Affinity Asset Advisors first reported a position in ORKA in Q2 2024 and has held it in 9 quarters since. 256 funds tracked by Wall St. Rank hold ORKA as of Q2 2026.

Affinity Asset Advisors held 590,000 shares of Oruka Therapeutics worth $56.2M as of Q2 2026.
Affinity Asset Advisors bought 90,327 Oruka Therapeutics shares in Q2 2026, an estimated $6.02M.
Oruka Therapeutics made up 2.54% of Affinity Asset Advisors's portfolio in Q2 2026, its #9 holding.
Affinity Asset Advisors first reported a position in Oruka Therapeutics in Q2 2024 and has held it in 9 quarters since.
256 funds tracked by Wall St. Rank held Oruka Therapeutics as of Q2 2026.

Based on Affinity Asset Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.