Valor Management’s Harmony Biosciences HRMY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.28M	Hold	117,130	–	–	1.81%	4
2025 Q4	$4.38M	Sell	117,130 -1,151,074	-91%	-$37.8M	7.95%	2
2025 Q3	$35M	Sell	1,268,204 -5,349,829	-81%	-$184M	51.91%	1
2025 Q2	$209M	Hold	6,618,033	–	–	87.82%	1
2025 Q1	$220M	Hold	6,618,033	–	–	91.3%	1
2024 Q4	$228M	Sell	6,618,033 -4,600,000	-41%	-$158M	91.4%	1
2024 Q3	$449M	Hold	11,218,033	–	–	94.55%	1
2024 Q2	$338M	Hold	11,218,033	–	–	74.43%	1
2024 Q1	$377M	Hold	11,218,033	–	–	78.55%	1
2023 Q4	$362M	Hold	11,218,033	–	–	99.55%	1
2023 Q3	$368M	Hold	11,218,033	–	–	98.94%	1
2023 Q2	$395M	Hold	11,218,033	–	–	98.29%	1
2023 Q1	$366M	Hold	11,218,033	–	–	96.46%	1
2022 Q4	$618M	Hold	11,218,033	–	–	97.5%	1
2022 Q3	$497M	Hold	11,218,033	–	–	95.45%	1
2022 Q2	$547M	Hold	11,218,033	–	–	96.54%	1
2022 Q1	$546M	Hold	11,218,033	–	–	83.25%	1
2021 Q4	$478M	Buy	+11,218,033	New	+$447M	76.2%	1