GRAIL, Inc.

• AP Artisan Partners Artisan Global Equity Fund Quarterly Commentary ↗ Artisan Global Equity Fund exited CATL, Samsung Electronics and Fujikura after reassessing valuation, AI-capex risks and remaining upside. It added Moody’s, Williams Companies and GRAIL while retaining conviction in electrification, financials, and aerospace and defense, citing grid investment, bank margin expansion and defense demand. Q3 2026 0K36 CYATY $1.3TFJIKY $7.2T +10
• Patient Capital Management 2Q24 Portfolio Activity and Attribution ↗ Patient Opportunity Equity increased exposure to underfollowed health-care and smaller-company opportunities while finding several Magnificent 7 holdings closer to fair value. It entered Everi Holdings and exited Capital One and Uber. The portfolio argues that Illumina, Biogen and Royalty Pharma offer mispriced health-care upside, while Everi’s IGT transaction should create a stronger casino-technology platform. 2Q24 AMZN $2.8TBIIB $38BCOIN $44B +6

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