Tempus AI, Inc.

• Patient Capital Management 2Q25 Portfolio Activity and Attribution ↗ Patient Opportunity Equity Strategy added UnitedHealth, Noble, Tempus AI, Clear Secure and Costco puts, while exiting New Fortress Energy over deteriorating fundamentals and balance-sheet strain. It expects tighter offshore-rig supply to favor Noble, sees UnitedHealth as a durable platform after Medicare Advantage setbacks, and backs Tempus’s AI-enabled molecular-data business. 2Q25 BABA $270BCOIN $47BCOST $418B +8

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