NAUT β€” NAUTILUS BIOTECHNOLOGY INC

Ownership history in Clarius Group, LLC  Β·  18 quarters on record

This page tracks every 13F SEC filing in which Clarius Group, LLC reported a position in NAUTILUS BIOTECHNOLOGY INC (NAUT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.18% (2023 Q3)
πŸ“Š Avg. % of fund
0.11%
πŸ“… First filed
2021 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
18

Position Intelligence

Clarius Group, LLC Γ— NAUT AI Analytics

πŸ“‰ Clarius Group, LLC underperformed the S&P 500 by –12.6% annually on this NAUT position. Timing score: 55% (6/11 decisions correct). Average cost basis: $2.63. Maximum drawdown during holding period: –88.1%.

πŸ“ˆ Position Alpha vs SPY
-12.6%
annualised excess return

❌ Significantly underperformed the S&P 500 by 12.6% ann.
17 quarters analyzed

⏱️ Timing Score
55%

βœ… Decent timing β€” more right than wrong on entries and exits.
6 of 11 add/trim decisions correct

πŸ’° Entry Quality
$2.63
-25.9% vs current ($1.95)

Best entry: $0.73 (2025 Q2)  Β·  Worst: $6.14 (2021 Q3)

πŸ›‘οΈ Drawdown Resilience
–88.1%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
91%
buy-side decisions

10 adds Β· 1 trim. Bought during 7 of 12 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.13% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    NAUT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 1,209,646 β€” 0% 0.13% $2.4M $1.95
2025 Q3 ADDED 1,209,646 +149,186 +14.1% 0.06% $1.0M $0.85
2025 Q2 ADDED 1,060,460 +193,874 +22.4% 0.04% $769K $0.73
2025 Q1 ADDED 866,586 +230,054 +36.1% 0.05% $746K $0.86
2024 Q4 UNCHANGED 636,532 β€” 0% 0.07% $1.1M $1.68
2024 Q3 UNCHANGED 636,532 β€” 0% 0.13% $1.8M $2.85
2024 Q2 ADDED 636,532 +16,661 +2.7% 0.11% $1.5M $2.34
2024 Q1 ADDED 619,871 +22,102 +3.7% 0.13% $1.8M $2.94
2023 Q4 UNCHANGED 597,769 β€” 0% 0.15% $1.8M $2.99
2023 Q3 REDUCED 597,769 -203 -0.0% 0.18% $1.9M $3.16
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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