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
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

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