TOMS Capital Investment Management’s Roivant Sciences ROIV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,095,000	Closed	-$41.3M	–	18
2025 Q1	$41.3M	Sell	4,095,000 -1,790,000	-30%	-$18.1M	1.26%	10
2024 Q4	$69.6M	Buy	5,885,000 +1,870,000	+47%	+$22.1M	2.54%	7
2024 Q3	$46.3M	Buy	+4,015,000	New	+$46.3M	1.72%	11