None of the 29 investors followed here reported a position in PATN in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a PATN trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 9.1 | 8.8 | -11.2 | 14.0 | 14.2 | 0.4 | -7.3 | 3.2 | 0.4 | -2.9 | +28.6% | ||
| 2025 | 3.8 | 2.4 | -0.8 | 2.1 | 4.5 | 5.2 | -0.0 | 4.4 | 6.0 | 6.3 | -2.8 | 1.2 | +36.9% |
| 2024 | -6.4 | -1.9 | 0.2 | −8.0% |
The index is a rules-based full market capitalization-weighted index that consists of companies from the Nasdaq Global Ex United States Large Mid Cap Index with the most valuable patent portfolios. The fund will generally use a “replication” strategy to achieve its investment objective, meaning it will invest in all of the component securities of the index. The fund is non-diversified.