ORIC β€” ORIC PHARMACEUTICALS INC

Ownership history in Euclidean Capital LLC  Β·  21 quarters on record

This page tracks every 13F SEC filing in which Euclidean Capital LLC reported a position in ORIC PHARMACEUTICALS INC (ORIC). 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
10.04% (2020 Q4)
πŸ“Š Avg. % of fund
3.47%
πŸ“… First filed
2020 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
21

Position Intelligence

Euclidean Capital LLC Γ— ORIC AI Analytics

πŸ“ˆ Euclidean Capital LLC outperformed the S&P 500 by +25.7% annually on this ORIC position. Timing score: 80% (4/5 decisions correct). Average cost basis: $29.76. Maximum drawdown during holding period: –90.5%.

πŸ“ˆ Position Alpha vs SPY
+25.7%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 25.7% per year on this position.
11 quarters analyzed

⏱️ Timing Score
80%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
4 of 5 add/trim decisions correct

πŸ’° Entry Quality
$29.76
-72.5% vs current ($8.18)

Best entry: $6.05 (2023 Q3)  Β·  Worst: $33.85 (2020 Q4)

πŸ›‘οΈ Drawdown Resilience
–90.5%
max drawdown while held

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

πŸ’ͺ Fund Conviction
40%
buy-side decisions

2 adds Β· 3 trims. Bought during 1 of 12 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Euclidean Capital LLC has been actively increasing its ORIC allocation β€” a bullish signal from insiders.
Currently 2.19% 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)    ORIC 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 989,410 β€” 0% 2.19% $8.1M $8.18
2025 Q3 UNCHANGED 989,410 β€” 0% 4.99% $11.9M $12.00
2025 Q2 UNCHANGED 989,410 β€” 0% 3.28% $10.0M $10.15
2025 Q1 UNCHANGED 989,410 β€” 0% 2.07% $5.52B $5.58
2024 Q4 UNCHANGED 989,410 β€” 0% 1.08% $8.0M $8.07
2024 Q3 UNCHANGED 989,410 β€” 0% 1.12% $10.1M $10.25
2024 Q2 UNCHANGED 989,410 β€” 0% 0.88% $7.0M $7.07
2024 Q1 UNCHANGED 989,410 β€” 0% 1.74% $13.6M $13.75
2023 Q4 UNCHANGED 989,410 β€” 0% 1.02% $9.1M $9.20
2023 Q3 ADDED 989,410 +241,860 +32.4% 1.31% $6.0M $6.05
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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