Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘25
1
49 55 6 67.4%
2
47 73 26 55.5%
3
43 97 54 79.1%
LENZ
4
LENZ Therapeutics
LENZ
$230M
38 53 15 75%
5
37 60 23 74.9%
6
36 39 3 71.5%
7
35 46 11 5.52%
8
35 74 39 56.3%
9
35 66 31 58.9%
10
34 58 24 2.6%
NXDT
11
NexPoint Diversified Real Estate Trust
NXDT
$237M
32 64 32 12.4%
12
29 74 45 62.5%
13
28 72 44 72%
14
27 51 24 68.2%
15
25 59 34 21.3%
16
25 68 43 51.3%
17
24 71 47 37.7%
18
24 46 22 47%
19
23 38 15 34.2%
20
22 37 15 11.5%
21
22 45 23 5.06%
22
22 43 21 10.2%
23
22 37 15 19.4%
24
21 23 2 3.45%
25
21 47 26 77.1%