Nine of the portfolio's 10 equity sectors made a positive impact on performance, with Health Care, Industrials, and Materials making the largest positive contributions. Palvella's shares appreciated significantly in 2025 as investors grew more confident in the company's pipeline following a grant from the FDA, patent wins, and a positive Phase II readout. Impinj is a long time holding in the po...
Aperture Investors acquired 117,118 shares of Impinj in the fourth quarter. The quarter-end stake value increased by $20.38 million as a result of the new stake.
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