MRNA MODERNA INC

Ownership history in Caption Management, LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which Caption Management, LLC reported a position in MODERNA INC (MRNA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.56% (2021 Q2)
Avg. % of fund
0.15%
First filed
2020 Q3
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 792,500 +148,200 +23.0% 0.16% $23.4M $29.49
2025 Q4 ADDED 644,300 +594,300 +1188.6% 0.13% $19.0M $29.49
2025 Q3 REDUCED 50,000 -117,000 -70.1% 0.01% $1.3M $25.83
2025 Q3 ADDED 167,000 +100,253 +150.2% 0.03% $4.3M $25.83
2025 Q3 REDUCED 66,747 -33,253 -33.3% 0.01% $1.7M $25.83
2025 Q2 UNCHANGED 100,000 0% 0.03% $2.8M $27.59
2025 Q1 ADDED 100,000 +91,000 +1011.1% 0.03% $2.8M $28.35
2024 Q4 REDUCED 9,000 -39,000 -81.2% 0.00% $374K $41.58
2024 Q3 ADDED 48,000 +18,000 +60.0% 0.05% $3.2M $66.83
2024 Q2 ADDED 30,000 +24,000 +400.0% 0.05% $3.6M $118.75
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% of Fund (quarterly)    MRNA price (monthly, adj. close)
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