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Stock impact report

Patient Opportunity Equity Strategy Q3 2025 Portfolio Recap [Seeking Alpha]

Precigen, Inc. (PGEN) 
Last precigen, inc. earnings: 3/2 04:05 pm Check Earnings Report
Company Research Source: Seeking Alpha
The largest quarterly contributor to performance was Precigen (PGEN $3.19), which contributed more than 500bps. We started a small position in UnitedHealth (UNH $367.69) in the second quarter and added aggressively during its third quarter sell-off. tadamichi/iStock via Getty Images By Samantha McLemore Patient Opportunity Equity Strategy performed well in the third quarter, gaining 14.1% versus our benchmark, the S&P 500's 8.1% return. This brings our year-to-date gains to 18.9% vs. the S&P 500's 14.8%. Since I took over sole management of Opportunity at the end of 2022, it's gained 31.5% per year versus the S&P 500's 24.1% annual gain. The largest quarterly contributor to performance was Precigen ( PGEN $3.19), which contributed more than 500bps. We led a private investment in December 2024 through a preferred investment with warrants. We've known the company for over a decade and saw a lucrative opportunity to solve the company's capital needs in advance of an August FDA d Show less Read more
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