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A filing with the U.S. Securities and Exchange Commission, dated Nov. 14, 2025, revealed Alta Fox had initiated a position in CarGurus by purchasing 1,098,700 shares as of Sept. 30, 2025. This act, though legal, carries the air of a conjurer pulling a rabbit from a hat-except the rabbit is a stock ticker and the hat is the fund’s portfolio. The valuation of $40.90 million, as of the reporting date, swelled the fund’s U.S. equity holdings to 19 positions, a number suspiciously close to the biblical “sign of the beast.” Or perhaps not.

On November 14, 2025, the U.S. Securities and Exchange Commission received a filing that might have been mistaken for a dry ledger entry. Yet within its sterile language lay a story of accumulation-a quiet storm gathering in the heart of Wall Street. Glenview, ever the patient botanist, had added 868,457 shares to its position, nurturing its stake until it blossomed into $337.19 million by quarter’s end. One might imagine the portfolio managers as chess players, moving pieces with deliberate grace across the board of markets.

According to a filing with the Securities and Exchange Commission dated Nov. 18, Second Line Capital, LLC initiated a new position in First Trust Enhanced Short Maturity ETF (FTSM 0.01%) by acquiring 120,501 shares. The estimated value of the new holding was $7.2 million at quarter-end, based on SEC-reported data. The addition represents 1.5% of the fund’s 13F reportable assets under management. A decision as unassuming as a well-tailored overcoat-practical, yet evoking admiration for its understated elegance.

Per the SEC’s paperwork, Saturn V acquired 1.3 million additional shares during Q3, a move elevating Amylyx to 13.7% of its 13F reportable AUM. The stock, trading at $13.67 as of Monday, has pirouetted upward 166% year-over-year-a performance that makes the S&P 500’s modest 12% gains seem positively lackadaisical.

The SEC filing read like a treasure map, marking Pharvaris N.V. (PHVS) as the X that marks the spot. Saturn V, with its $456 million under management, now holds 17 U.S. equities, and PHVS claims 4.9% of their assets like a barn cat claiming the porch. The fund’s top holdings-ABVX, AMLX, JAZZ-read like a list of names from a saloon’s ledger, each with a hefty chunk of the pie. But PHVS? That’s the new kid with a grin and a stack of papers that smell of hope and bradykinin B2-receptors.