Sarepta Therapeutics, Inc. (SRPT): A Bull Case Theory
We came across a bullish thesis on Sarepta Therapeutics, Inc. on Alpha Talon Investment Research’s Substack by AT Investment Research.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 80,000,000 | $64,000,000 | 1.08% | ||
| 2. | 68,680,000 | $60,404,060 | 0.1% | ||
| 3. | 67,000,000 | $58,938,453 | +55% | 0.07% | |
| 4. | Renaissance Technologies Jim Simons | 2,650,178 | $51,068,930 | +325% | 0.07% |
| 5. | D E Shaw D. E. Shaw | 2,007,025 | $38,675,372 | -56% | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $134.66 | 5,648 | $760,559.68 | 284,034 | 2024-08-16 | Filing | |
| $134.06 | 18,284 | $2,451,153.04 | 278,386 | 2024-08-16 | Filing | |
| $133.07 | 13,106 | $1,744,015.42 | 260,102 | 2024-08-16 | Filing | |
| $78.81 | 40,000 | $3,152,400.00 | 140,000 | 2023-11-03 | Filing | |
| $78.81 | 10,000 | $788,100.00 | 10,000 | 2023-11-03 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $22.31 | 13,187 | $294,201.97 | 193,300 | 2025-12-16 | Filing | |
| $99.64 | 2,491 | $248,203.24 | 27,812 | 2025-03-12 | Filing | |
| $124.84 | 10,500 | $1,310,820.00 | 22,840 | 2024-12-12 | Filing | |
| $125.55 | 1,636 | $205,399.80 | 5,880 | 2024-12-05 | Filing | |
| $137.36 | 5,985 | $822,099.60 | 33,946 | 2024-08-30 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,251,593 | $48,454,281 | 0.08% | |
| 2. | 139,982 | $3,012,413 | 0.41% | |
| 3. | 136,462 | $2,936,662 | 0.21% | |
| 4. | 106,759 | $2,410,421 | 0% | |
| 5. | 63,317 | $1,361,949 | 0% |