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 |
|---|---|---|---|---|---|---|
| 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 |
