Costco Wholesale Corp.

• Patient Capital Management 3Q25 Portfolio Activity & Attribution ↗ Patient Opportunity Equity Strategy added to Delta Air Lines and Norwegian Cruise Line during travel-sector weakness, doubled UnitedHealth after its pullback, and converted Precigen preferreds into common stock after Papzimeos won FDA approval. The strategy argues that Alphabet and Alibaba remain undervalued despite improving fundamentals, while maintaining conviction in turnarounds at Dave & Buster's, QXO and Crocs. 3Q25 PGEN $2.6BBABA $289BCROX $5.9B +3

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