UTHR β€” UNITED THERAPEUTICS CORP DEL

Ownership history in Edgestream Partners, L.P.  Β·  10 quarters on record

This page tracks every 13F SEC filing in which Edgestream Partners, L.P. reported a position in UNITED THERAPEUTICS CORP DEL (UTHR). 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
0.19% (2023 Q3)
πŸ“Š Avg. % of fund
0.08%
πŸ“… First filed
2021 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
10

Position Intelligence

Edgestream Partners, L.P. Γ— UTHR AI Analytics

πŸ“ˆ Edgestream Partners, L.P. outperformed the S&P 500 by +20.6% annually on this UTHR position. Timing score: 44% (4/9 decisions correct). Average cost basis: $231.86. Maximum drawdown during holding period: –6.7%.

πŸ“ˆ Position Alpha vs SPY
+20.6%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 20.6% per year on this position.
9 quarters analyzed

⏱️ Timing Score
44%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
4 of 9 add/trim decisions correct

πŸ’° Entry Quality
$231.86
+80.8% vs current ($419.21)

Best entry: $179.41 (2021 Q2)  Β·  Worst: $358.35 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–6.7%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

5 adds Β· 5 trims. Bought during 2 of 3 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

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

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.03% 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)    UTHR price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,234 -4,883 -68.6% 0.03% $937K $419.21
2024 Q4 ADDED 7,117 +2,696 +61.0% 0.11% $2.5M $352.84
2024 Q3 ADDED 4,421 +1,863 +72.8% 0.07% $1.6M $358.35
2024 Q1 REDUCED 2,558 -2,614 -50.5% 0.03% $588K $229.72
2023 Q4 REDUCED 5,172 -5,259 -50.4% 0.08% $1.1M $219.89
2023 Q3 ADDED 10,431 +6,370 +156.9% 0.19% $2.4M $225.87
2023 Q2 ADDED 4,061 +241 +6.3% 0.08% $896K $220.75
2022 Q2 REDUCED 3,820 -970 -20.3% 0.07% $900K $235.64
2021 Q3 REDUCED 4,790 -5,141 -51.8% 0.05% $884K $184.58
2021 Q2 INITIATED 9,931 β€” β€” 0.11% $1.8M $179.41

🏒 Other funds also holding UTHR

As of 2025 Q4 β€” sorted by position size

Krensavage Asset Management, LLC 3Y 7Y 15.71% Avoro Capital Advisors LLC 3Y 7Y 12.48% Tri Locum Partners LP 3Y 7.65% Nepsis Inc. 3Y 7Y 6.59% Eversept Partners, LP 3Y 7Y 6.2% Summit Street Capital Management, LLC 3Y 7Y 4.36% Polaris Capital Management, LLC 3Y 7Y 4.19% Nitorum Capital, L.P. 3Y 7Y 3.99% Palo Alto Investors LP 3Y 7Y 3.95% First Turn Management, LLC 3.54%
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