Ultragenyx Pharmaceutical Inc. (RARE): A Bull Case Theory
We came across a bullish thesis on Ultragenyx Pharmaceutical Inc. on HalfBakedInnovations’s Substack by Biotech Distilled. In this article, we will summarize the bulls’ thesis on RARE.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Baker Bros. Advisors Julian Baker And Felix Baker | 2,772,692 | $63,771,916 | 0.37% | |
| 2. | Citadel Investment Group Ken Griffin | 2,326,125 | $53,500,875 | +603% | 0.01% |
| 3. | Suvretta Capital Management Aaron Cowen | 2,019,000 | $46,437,000 | 0.95% | |
| 4. | AQR Capital Management Cliff Asness | 1,360,497 | $31,291,431 | +83% | 0.02% |
| 5. | Rock Springs Capital Management Kris Jenner, Gordon Bussard, Graham Mcphail | 1,267,241 | $29,146,543 | +2% | 1.49% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $43.63 | 5,000 | $218,150.00 | 472,479 | 2019-09-11 | Filing | |
| $52.96 | 1,647 | $87,225.12 | 2,559,741 | 2017-08-28 | Filing | |
| $52.40 | 5,853 | $306,697.20 | 2,558,094 | 2017-08-28 | Filing | |
| $21.00 | 175,000 | $3,675,000.00 | 3,260,240 | 2014-01-31 | Filing | |
| $21.00 | 4,500 | $94,500.00 | 84,255 | 2014-01-30 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $23.56 | 3,061 | $72,117.16 | 88,935 | 2026-02-02 | Filing | |
| $22.84 | 3,150 | $71,946.00 | 91,996 | 2026-01-02 | Filing | |
| $34.38 | 85 | $2,922.30 | 50,450 | 2025-12-29 | Filing | |
| $36.38 | 3,081 | $112,086.78 | 95,146 | 2025-12-10 | Filing | |
| $31.51 | 7,942 | $250,252.42 | 98,227 | 2025-10-13 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 10,263,815 | $236,067,745 | 0% | |
| 2. | 6,631,554 | $152,525,742 | 0% | |
| 3. | 4,303,046 | $98,970,058 | 0% | |
| 4. | 3,974,030 | $91,402,705 | 0.01% | |
| 5. | 3,485,724 | $80,171,652 | 0.24% |