OBIO β€” Orchestra Biomed Holdings, Inc.

Ownership history in Knott David M Jr  Β·  3 quarters on record

AI Ownership Summary

Knott David M Jr reported Orchestra Biomed Holdings, Inc. (OBIO) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.48% in 2025 Q4. The latest visible filing shows OBIO at 0.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OBIO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Knott David M Jr's position in Orchestra Biomed Holdings, Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

OBIO was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Knott David M Jr held OBIO β€” position size vs. price
% of Fund (quarterly)    OBIO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 250,000 +55,000 +28.2% 0.48% $1.0M 2026-02-14 (Est.) $3.83
2025 Q3 ADDED 195,000 +95,000 +95.0% 0.20% $484K 2025-11-12 $4.42
2025 Q2 INITIATED 100,000 β€” β€” 0.12% $268K 2025-08-11 $2.52

FAQ About Knott David M Jr and OBIO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Knott David M Jr reported owning OBIO?

Knott David M Jr reported OBIO across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported OBIO position in Knott David M Jr's portfolio?

The largest reported portfolio weight for OBIO was 0.48% in 2025 Q4.

What is the latest reported OBIO position on this page?

The most recent filing on this page is 2025 Q4, when Knott David M Jr reported 250,000 shares, equal to 0.48% of portfolio, with an estimated market value of $1.0M.

What does the chart on this OBIO ownership page compare?

The chart compares Knott David M Jr's quarterly OBIO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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