MRVI

MRVI

MRVI

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Aug 4, 2025	Alpha Wealth Funds – The Insiders Fund	-	5.5%	AMAT, AMD, AMZN, APPF, BRKR, ET, GOOG, GRAL, INBX, LULU, MRVI, ROK, SBGI, ZBRA	AI, Automation, energy, healthcare, insider buying, technology, value	The fund views AI as a transformative force driving investment opportunities, particularly in semiconductors and cloud computing. Google's AI capabilities and AMD's GPU processors are positioned to benefit from the generative AI revolution. The manager sees AI disruption fears around search as overblown, creating value opportunities.	SBGI ZBRA AMD AMZN LULU APPF GRAL ROK ET GOOG	View
2025 Q1	Apr 30, 2025	Minot Light Capital Partners	-11.5%	-11.5%	CYRX, DAVE, DERM, GRPN, MRVI, OM, REAL, RPID, TDUP, W	Biotechnology, consumer, growth, healthcare, Microcap, small caps, value, volatility	The fund focuses on small and microcap growth stocks with high-beta characteristics. Market corrections provide opportunities to purchase premier growers at reasonable valuations when they become expensive during benign environments.	CYRX	View
2024 Q1	Apr 22, 2024	Rodrigo Benedetti	0.0%	0.0%	AM.PA, APP, CHG.L, CLS, HO.PA, KNF, MRVI, ONT.L, OXB.L, PFE, PSTG, SMR.AX, TEP.PA, TMDX	Biotech, defense, Europe, growth, small caps, value	European defense companies trade at reasonable multiples with potential tailwinds from awakening EU defense budgets. Dassault Aviation produces the Rafale fighter, the only Fifth Generation aircraft not made by Lockheed Martin or Russians, with growing order book and no competing aircraft expected soon.	AM.PA	View
2025 Q4	Jan 18, 2026	Minot Light Capital Partners	0.0%	14.4%	ARQ, CBLL, CLPT, CURV, KRMD, LAKE, LUCD, MAMA, MRVI, NEOG, OM, OWLT, REAL, RXST, RZLT, SWAG, XOMA	Biotech, growth, momentum, Process, small caps, value, volatility	The managers describe unprecedented speed and magnitude of volatility in small/micro-cap space, calling some institutional liquidations violent. They embrace this volatility as it creates opportunities to buy below fair value and sell above fair value, while improving their process to capitalize on these dynamics. The letter discusses how momentum has become an over-owned factor, with many investors avoiding declining stocks. The managers believe taking the other side of downward momentum can be extremely profitable if positioned to ride through volatility, as much trading is now quantitative rather than fundamental. The fund focuses exclusively on small and micro-cap opportunities, believing there is compelling opportunity for meaningful long-term capital appreciation. They discuss how small-caps falling into micro-cap territory face institutional selling pressure when they drop below arbitrary thresholds like $100M market cap.	OM ARQ RZLT XOMA	View
2024 Q1	May 23, 2025	RGA Investment Advisors	-	-	DHR, META, MRVI, MXCT, SRT3.DE	Biotechnology, Life Sciences, Portfolio Management, small caps, valuation	The fund significantly increased positions in life sciences companies including Maravai LifeSciences and Sartorius AG. Maravai offers critical mRNA capabilities through TriLink and quality control through Cygnus, with exceptional margins and growth potential as mRNA therapies advance to clinical trials. The biotech sector represents a key focus area with multiple investments across the value chain.	SRT3.DE MRVI META	View
2023 Q4	May 23, 2024	RGA Investment Advisors	0.0%	0.0%	META, MRVI, MXCT, SRT3.DE	Bioprocessing, Biotechnology, Life Sciences, mRNA, Portfolio Management, small caps, value	The fund significantly increased positions in life sciences companies including Maravai LifeSciences and initiated a position in Sartorius AG. Maravai offers critical mRNA manufacturing capabilities through TriLink and quality control testing through Cygnus, with exceptional margins and growth potential as mRNA therapies advance to clinical trials. The fund sees substantial opportunity in bioprocessing infrastructure as the industry scales.	SRT3.DE ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	View
2023 Q4	Jan 13, 2024	ClearBridge Investments Mid Cap Growth Strategy	0.0%	0.0%	ACGL, APIO, APTV, ARGX, CAE, CDW, COTY, ENTG, EVBG, EXPE, HAS, ICLR, KKR, MRVI, NATL, PFGC, PINS, SXT, VYX	consumer discretionary, growth, healthcare, industrials, mid cap, Quality, technology	Expedia was the top performing holding as negative investor sentiment and recession fears gave way to soft landing optimism. The company's completion of integrating multiple brands under the same technology and marketing infrastructure has helped bolster its ability to capture additional market share.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	RGA Investment Advisors	Maravai LifeSciences Holdings Inc	Health Care	Life Sciences Tools & Services	Bull	NASDAQ	Biotech, cancer treatment, CDMO, gene therapy, growth, high margins, Life Sciences Tools, mRNA Technology, small-cap	View Pitch
Jan 22, 2026	Twitter / X	@CousinGraig	Maravai LifeSciences	Health Care	Life Sciences Tools & Services	Bull	Nasdaq	Capacity, Domestic Mrna, mRNA, Mrna Capacity, Mrvi, Mrvi Has, Payments, Sqft	View Pitch
Oct 24, 2025	Value Investors Club	thrive25	Maravai LifeSciences Holdings	Health Care	Life Sciences Tools & Services	Bull	NASDAQ	biologics safety testing, CleanCap, GTCR, mRNA, privatization optionality, SOTP, TriLink	View Pitch

BSD Shareholders of MRVI

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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