UNION PACIFIC CORP

UNP

Held by 2 specialist biotech funds

Share on X

Fund Holdings

Driehaus Capital Eventide Asset Management

AI Signal

AI analyst context — unlock full analysis

Position Trend

Feb 13, 2026

$2.0M

1 fund

Feb 17, 2026

$637K

1 fund

-68% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Position Details

Driehaus CapitalNEWFeb 17, 2026

Shares: 2,754Value: $637K

**Signal Note: Driehaus Growth Position in UNP** This position acquisition appears misaligned with Driehaus's biotech-focused mandate, suggesting either portfolio diversification or conviction on railroad logistics benefiting from specific sector tailwinds (potentially pharma distribution/supply chain resilience). The $637K stake is modest relative to typical growth fund positioning and lacks clear biotech catalysts, warranting monitoring for additional context on whether this reflects a broader infrastructure thesis or tactical hedging.

Eventide Asset ManagementNEW

More UNP Analysis

Insider buy/sell details with names, titles, and amounts
AI-generated context for every signal

Start 7-Day Free Trial — $29/mo

Insider Signals

No insider signals tracked.

Also Held by These Funds

AXON2 funds NVDA2 funds VEEV2 funds VCYT2 funds LBRT2 funds RMBS2 funds LITE2 funds BBNX

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

Track specialist biotech funds, insider signals, and AI analysis

Start 7-Day Free Trial

Or get the free weekly brief:

**Signal Note: Eventide Biotech-Focused Fund Adds Transportation Infrastructure** This position represents a notable diversification move by Eventide into non-healthcare infrastructure, likely driven by valuation or portfolio rebalancing rather than biotech-specific catalysts. Union Pacific's exposure to pharmaceutical logistics and cold-chain distribution networks supporting biotech supply chains may offer indirect healthcare exposure, though this represents a strategic shift away from Eventide's core biotech mandate.