VarCov Co’s Oruka Therapeutics ORKA Stock Holding History

VarCov Co’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	–	Sell	-4,673	Closed	-$229K	–	591
2026 Q1	$229K	Buy	+4,673	New	+$162K	0.09%	331

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

VarCov Co's ORKA Position: Q2 2026 in Review

VarCov Co sold out of Oruka Therapeutics (ORKA) in Q2 2026, closing a stake of 4,673 shares — an estimated $229K sold.

VarCov Co first reported a position in ORKA in Q1 2026 and held it in 1 quarter. The position peaked at $229K in Q1 2026. 254 funds tracked by Wall St. Rank hold ORKA as of Q2 2026.

VarCov Co reported no remaining Oruka Therapeutics position as of Q2 2026 after selling out during the quarter.
VarCov Co sold 4,673 Oruka Therapeutics shares in Q2 2026, an estimated $229K.
VarCov Co first reported a position in Oruka Therapeutics in Q1 2026 and held it in 1 quarter.
VarCov Co's Oruka Therapeutics position peaked at $229K in Q1 2026.
254 funds tracked by Wall St. Rank held Oruka Therapeutics as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.