This Fund Bought Moderna Before It Nearly Tripled. See Its 2 New Stock Picks
Bamco, the advisory arm of Ron Baron's Baron Capital Group, opened a new position in Moderna (NASDAQ:MRNA) during the second quarter of 2026.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Opaleye Management James A. Silverman | 2,400,000 | $101,928,000 | -16% | 9.23% |
| 2. | Private Capital Management Gregg J. Powers | 1,598,770 | $67,899,762 | +3% | 5.98% |
| 3. | Deep Track Capital David Kroin | 969,000 | $41,153,430 | 0.6% | |
| 4. | BAMCO Inc. Ron Baron | 809,350 | $34,373,094 | 0.05% | |
| 5. | Divisadero Street Capital William Zolezzi | 439,155 | $18,650,913 | 0.42% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $31.07 | 1,000 | $31,070.00 | 1,000 | 2026-05-18 | Filing | |
| $31.00 | 1,000 | $31,000.00 | 1,000 | 2026-05-18 | Filing | |
| $30.20 | 10,000 | $302,000.00 | 2,996,130 | 2026-05-14 | Filing | |
| $29.90 | 3,500 | $104,650.00 | 814,679 | 2026-05-14 | Filing | |
| $9.97 | 20,000 | $199,400.00 | 3,815,000 | 2024-04-25 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $40.00 | 11,250 | $450,000.00 | 0 | 2026-08-14 | Filing | |
| $39.67 | 4,263 | $169,122.16 | 59,428 | 2026-03-04 | Filing | |
| $39.67 | 134,000 | $5,316,061.40 | 3,622,000 | 2026-03-04 | Filing | |
| $39.15 | 1,309 | $51,250.49 | 63,691 | 2026-03-03 | Filing | |
| $39.15 | 59,000 | $2,309,991.60 | 3,756,000 | 2026-03-03 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 81,473 | $2,509,368 | 0.11% | |
| 2. | 33,253 | $1,024,192 | 0.01% | |
| 3. | 23,304 | $717,763 | 0.01% | |
| 4. | 13,477 | $415,092 | 0.47% | |
| 5. | 13,229 | $407,453 | 0.01% |