Year-To-Date New Issue Offerings
Through established relationships with Kohlberg Kravis Roberts & Co. (KKR), and multiple other underwriters, Fidelity customers have access to a wide-array of new issue offerings. View previous year's offerings
| Offering | Pricing Date | Price | Symbol | Deal Type | Lead Manager | Access Bookrunner |
|---|---|---|---|---|---|---|
| Vera Therapeutics, Inc. | 10/29/2024 | $42.00 | VERA | ADD-ON | JP Morgan, Goldman Sachs, Evercore ISI, Cantor | Evercore ISI |
| Septerna, Inc. | 10/24/2024 | $18.00 | SEPN | IPO | JP Morgan, TD Cowen, Cantor, Wells Fargo | Cantor Fitzgerald |
| Ingram Micro Holding Corp | 10/23/2024 | $22.00 | INGM | IPO | Morgan Stanley, Goldman Sachs, JP Morgan | Evercore ISI |
| KinderCare Learning Companies, Inc. | 10/08/2024 | $24.00 | KLC | IPO | Goldman Sachs, Morgan Stanley | BMO Capital Markets |
| BingEx Limited | 10/03/2024 | $16.50 | FLX | IPO | Deutsche Bank, CICC, CLSA | Deutsche Bank |
| Chain Bridge Bancorp, Inc. | 10/03/2024 | $22.00 | CBNA | IPO | Piper Sandler, Raymond James, Hovde Group | Piper Sandler |
| The Pennant Group, Inc. | 10/02/2024 | $31.00 | PNTG | ADD-ON | Citigroup, Truist Securities | Truist Securities |
| StandardAero, Inc. | 10/01/2024 | $24.00 | SARO | IPO | JP Morgan, Morgan Stanley | Santander |
| Wave Life Sciences Ltd. | 09/25/2024 | $8.00 | WVE | ADD-ON | JP Morgan, Leerink Partners | Truist Securities |
| BKV Corporation | 09/25/2024 | $18.00 | BKV | IPO | Citigroup, Barclays, Evercore ISI, Jefferies, Mizuho | Evercore ISI |
| Guardian Pharmacy Services, Inc. | 09/25/2024 | $14.00 | GRDN | IPO | Raymond James, Stephens Inc., Truist Securities | Truist Securities |
| Ascendis Pharma A/S | 09/19/2024 | $150.00 | ASND | ADD-ON | JP Morgan, Morgan Stanley, Evercore ISI, Goldman Sachs | Evercore ISI |
| Bicara Therapeutics, Inc. | 09/12/2024 | $18.00 | BCAX | IPO | Morgan Stanley, TD Cowen, Cantor, Stifel | Cantor Fitzgerald |
| PACS Group, Inc. | 09/05/2024 | $36.25 | PACS | ADD-ON | Citigroup, JP Morgan, Truist Securities | Truist Securities |
| Life Time Group Holdings, Inc. | 08/12/2024 | $21.75 | LTH | ADD-ON | Morgan Stanley, BofA Merrill Lynch, Deutsche Bank, Wells Fargo | Evercore ISI |
| LATAM Airlines Group S.A. | 07/24/2024 | $24.00 | LTM | ADD-ON | Citigroup, Santander, JP Morgan | Santander |
| Concentra Group Holdings Parent, Inc. | 07/24/2024 | $23.50 | CON | IPO | JP Morgan, Goldman Sachs, BofA Merrill Lynch | Truist Securities |
| Lineage, Inc. | 07/24/2024 | $78.00 | LINE | IPO | Morgan Stanley, Goldman Sachs, BofA Merrill Lynch, JP Morgan, Wells Fargo | Truist Securities |
| OneStream, Inc. | 07/23/2024 | $20.00 | OS | IPO | Morgan Stanley, JP Morgan, KKR | KKR |
| Artiva Biotherapeutics, Inc. | 07/18/2024 | $12.00 | ARTV | IPO | Jeffries, TD Cowen, Cantor, Wedbush PacGrow, Needham & Company | Jefferies |
| Ardent Health Partners, LLC | 07/17/2024 | $16.00 | ARDT | IPO | JP Morgan, BofA Merrill Lynch, Morgan Stanley | Truist Securities |
| Alumis Inc. | 06/28/2024 | $16.00 | ALMS | IPO | Morgan Stanley, Leerink Partners, Cantor, Guggenheim Securities | Cantor Fitzgerald |
| Abacus Life, Inc. | 06/20/2024 | $8.00 | ABL | ADD-ON | Piper Sandler, TD Securities, B. Riley Securities, KKR | KKR |
| Gauzy Ltd. | 06/05/2024 | $17.00 | GAUZ | IPO | Barclays, TD Cowen, Stifel, B. Riley Securities, Beech Hill Securities | Barclays |
| Fidelis Insurance Holdings Limited | 05/22/2024 | $16.00 | FIHL | ADD-ON | Barclays, JP Morgan, Goldman Sachs | Evercore ISI |
| Kayne Anderson BDC, Inc. | 05/21/2024 | $16.63 | KBDC | IPO | Morgan Stanley, BofA Merrill Lynch, Wells Fargo, RBC Capital Markets, UBS, Stifel | UBS |
| Kenvue Inc. | 05/14/2024 | $20.00 | KVUE | ADD-ON | Goldman Sachs, JP Morgan, BofA Merrill Lynch | Goldman Sachs |
| ZEEKR Intelligent Technology Holding Limited | 05/09/2024 | $21.00 | ZK | IPO | Goldman Sachs, BofA Merrill Lynch, Morgan Stanley, CICC | Santander |
| Silvaco Group, Inc. | 05/08/2024 | $19.00 | SVCO | IPO | Jefferies, TD Cowen | Jefferies |
| Rubrik, Inc | 04/24/2024 | $32.00 | RBRK | IPO | Goldman Sachs, Guggenheim Securities, KeyBanc, Capital One Securities, Mizuho Securities, Barclays, Truist Securites, Cantor, Wedbush PacGrow, Citigroup, BMO Capital Markets, Deutsche Bank, CIBC, SMBC Nikko | Truist Securities |
| PACS Group, Inc. | 04/10/2024 | $21.00 | PACS | IPO | Citigroup, JP Morgan, Truist Securites, RBC Capital Markets, Goldman Sachs, Stephens, KeyBanc, Oppenheimer & Co, Regions Securities | Truist Securities |
| Auna S.A. | 03/21/2024 | $12.00 | AUNA | IPO | Morgan Stanley, JP Morgan BTG Pactual, Santander | Santander |
| Reddit, Inc. | 03/20/2024 | $34.00 | RDDT | IPO | Morgan Stanley, Goldman Sachs, JP Morgan, BofA Merill Lynch | Morgan Stanley |
| Viking Therapeutics, Inc. | 02/28/2024 | $85.00 | VKTX | ADD-ON | William Blair, Raymond James | Truist Securities |
| Kratos Defense & Security Solutions, Inc. | 02/22/2024 | $18.00 | KTOS | ADD-ON | Barid, RBC Capital Markets, Truist Securities, B. Riley Securities, Raymond James | Truist Securities |
| American Healthcare REIT, Inc. | 02/06/2024 | $12.00 | AHR | IPO | BofA Securities, Morgan Stanley, KeyBanc, Citigroup, RBC Capital Markets, Barclays, Truist Securities | Truist Securities |
| BrightSpring Health Services, Inc. | 01/25/2024 | $13.00 | BTSG | IPO | Goldman Sachs, KKR, Jefferies, Morgan Stanley, UBS, BofA Merrill Lynch, Guggenheim Securities, Leerink Partners | KKR |
| Nuveen Churchill Direct Lending Corp | 01/24/2024 | $18.05 | NCDL | IPO | BofA Merrill Lynch, UBS, Morgan Stanley, Wells Fargo Securities, Keefe Bruyette & Woods, JMP Securities, Truist Securities | Truist Securities |
| CG Oncology, Inc. | 01/24/2024 | $15.00 | CGON | IPO | Morgan Stanley, Goldman Sachs, Cantor Fitzgerald | Cantor Fitzgerald |
| Palmer Square Capital BDC Inc. | 01/17/2024 | $16.45 | PSBD | IPO | JP Morgan, BofA Merrill Lynch, RBC Capital Markets, UBS Investment Bank, Citigroup | JP Morgan |
