Tokio Marine Asset Management 13F: New $1.8M Stake in NTRA

On October 26, 2026, Tokio Marine Asset Management disclosed a new position of 4,400 shares in Natera, Inc. (NTRA) valued at approximately $1.82 million. This information comes from the fund's latest Form 13F filing with the SEC.

In its filing, Tokio Marine Asset Management reported a total value of $1,460,351,059 in its 13F portfolio. The new position in Natera represents 0.12% of the fund's total reported value and ranks 37 out of 503 positions held by the fund.

NTRA Natera, Inc.

$401.51 ▲ +75.45% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Where Natera Fits in Tokio Marine Asset Management's Portfolio

Natera is a brand-new position for Tokio Marine. The acquisition of 4,400 shares is a notable addition to its portfolio.

Other Institutional Activity in Natera

Duquesne Family Office LLC holds 3,186,306 shares of Natera, having increased its stake by 122,845 shares, valued at approximately $1,290,135,279.

Natera, Inc. Stock Up 0.9%

Natera closed at $401.51 on October 26, 2026, and recently traded around $404.90, which is about 0.8% above the filing date price. The stock has shown strong performance, trading well above its recent averages.

Recent Earnings

Natera reported trailing twelve-month revenue of approximately $2.71 billion, with a year-over-year growth of 37.7%. The company is scheduled to announce its next earnings on November 5, 2026.

Insider Buying and Selling at Natera, Inc.

Several insiders sold shares earlier in September 2026. Solomon Moshkevich, an officer, sold 18,160 shares valued at about $5.92 million on September 2, 2026. Matthew Rabinowitz, an officer and director, sold 50,000 shares valued at approximately $16.40 million on September 11, 2026, and another 102,000 shares valued at about $34.80 million on September 15, 2026. Jonathan Sheena, a director, sold 1,500 shares valued at about $603,710 on October 16, 2026.

Analysts Set New Price Targets

On October 7, 2026, Barclays maintained an Overweight rating on Natera with a price target of $475. Morgan Stanley also maintained an Overweight rating with a target of $435 on October 13, 2026. TD Cowen maintained a Buy rating with a target of $480 on the same day. JP Morgan followed suit, maintaining an Overweight rating with a target of $460 on October 14, 2026. Canaccord Genuity also maintained a Buy rating, raising its target to $500 on October 19, 2026. The consensus among analysts suggests a positive outlook for Natera, with a mean price target significantly above the recent trading price.

About Natera

Natera, Inc. is a diagnostics company based in Austin, Texas. It specializes in developing and commercializing molecular testing services, focusing on personalized cancer diagnostics and hereditary cancer screening. The company’s offerings include a range of blood tests for cancer monitoring and genetic evaluation, which positions it well in the growing healthcare sector.

Bottom Line

Investors should keep an eye on Natera as it approaches its next earnings report on November 5, 2026. Tokio Marine Asset Management's new position highlights a growing interest in the company's potential, especially as analysts maintain positive outlooks with increased price targets.