Schrödinger, Inc. (SDGR): A Bull Case Theory
We came across a bullish thesis on Schrödinger, Inc. (SDGR) on Value Degen’s Substack by Unemployed Value Degen. In this article we will summarize the bulls’ thesis on SDGR. Schrödinger, Inc.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Bill & Melinda Gates Foundation Trust Michael Larson | 6,981,664 | $135,025,382 | 0.28% | |
2. | Rubric Capital Management David Rosen | 3,130,000 | $60,534,200 | +214% | 1.58% |
3. | ARK Investment Management Catherine D. Wood | 2,447,629 | $47,337,138 | -3% | 0.42% |
4. | Iron Triangle Partners Kevin Molloy | 1,133,102 | $21,914,193 | +32% | 2.22% |
5. | Parkman Healthcare Partners Greg Martinez | 721,373 | $13,951,354 | -28% | 1.86% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$99.90 | 1,115 | Officer | 0 | 2021-02-05 | Filing | |
$17.00 | 588,235 | Large Shareholder | 6,981,664 | 2020-02-10 | Filing | |
$17.00 | 250,000 | Large Shareholder, Other | 250,000 | 2020-02-10 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$26.35 | 3,315 | Officer | 5,685 | 2024-03-04 | Filing | |
$28.29 | 758 | Officer | 11,963 | 2024-02-12 | Filing | |
$27.55 | 1,205 | Officer | 9,340 | 2024-02-12 | Filing | |
$28.29 | 787 | Officer | 11,761 | 2024-02-12 | Filing | |
$28.29 | 901 | Officer | 36,487 | 2024-02-12 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 8,763,505 | $313,733,479 | 0% | |
2. | 6,776,631 | $242,603,390 | 0% | |
3. | 2,602,389 | $93,165,526 | 0.07% | |
4. | 2,300,750 | $82,366,850 | 0.06% | |
5. | 2,055,344 | $73,581,315 | 0% |