uniQure N.V.

• CG Cedar Grove Capital Management Q2’2026 ↗ Cedar Grove broadened the portfolio, added event-driven opportunities and increased shorts as AI-led market leadership favored momentum over valuation-sensitive stock selection. It exited SANUWAVE after reimbursement disruption cut device guidance, reduced KITS after its bitcoin ETF treasury decision, and added telehealth, neurology and grid-modernization positions. Q2'26 ABVX $8BCLPT $272MHIMS $4.9B +7
• WC Warden Capital Warden 2025 year end letter ↗ Warden Capital made Vail Resorts its largest position, arguing that irreplaceable ski assets and the Epic Pass outweigh snowfall variability. It also added Alexandria and uniQure, while maintaining a short in Palantir and warning that AI capital spending and OpenAI’s growth expectations are unsustainable. 2025 ARE $7.9BMTN $5.5BNVS $303B +2
• CG Cedar Grove Capital Management Q3’2026 ↗ Cedar Grove increased gross leverage and added Zedcor, OneSpaWorld and Auxly while closing several special-situation and biotech holdings. The portfolio argues that Evolv Technologies and The RealReal retain improving operating fundamentals despite rate-driven valuation pressure, with recurring revenue and marketplace efficiency as the central theses. Q3 2026 EVLV $811MABVX $8BAXON $26B +8

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