Marsico Capital Management’s Natera NTRA Stock Holding History

Marsico Capital Management’s Portfolio NTRA Stock Details NTRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-80,180	Closed	-$11.3M	–	73
2025 Q1	$11.3M	Buy	80,180 +45,799	+133%	+$7.36M	0.39%	38
2024 Q4	$5.44M	Buy	+34,381	New	+$5.01M	0.15%	56
2022 Q3	–	Sell	-66,404	Closed	-$2.35M	–	92
2022 Q2	$2.35M	Hold	66,404	–	–	0.11%	78
2022 Q1	$2.7M	Buy	66,404 +8,469	+15%	+$509K	0.09%	82
2021 Q4	$5.41M	Sell	57,935 -13,265	-19%	-$1.38M	0.16%	73
2021 Q3	$7.93M	Buy	71,200 +33,246	+88%	+$3.81M	0.24%	52
2021 Q2	$4.31M	Hold	37,954	–	–	0.11%	75
2021 Q1	$3.85M	Hold	37,954	–	–	0.1%	78
2020 Q4	$3.78M	Hold	37,954	–	–	0.1%	77
2020 Q3	$2.74M	Buy	+37,954	New	+$2.16M	0.08%	80
2015 Q4	–	Sell	-297,554	Closed	-$3.23M	–	95
2015 Q3	$3.23M	Buy	+297,554	New	+$5.05M	0.03%	85

Other funds holding NTRA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Duquesne Family Office New York $2.94B AUM 61.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return