Exome Asset Management LLC holds a diversified book of 45 stocks worth $169.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Insmed Inc and trimmed Praxis Precision Medicines I. Their largest long position is Praxis Precision Medicines I at 9% of the equity book. They also disclosed $19.0M in put options (a bearish bet) and $4.4M in call options (bullish), shown separately below and excluded from the equity book.
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Use Arkolith to show Exome Asset Management LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Praxis Precision Medicines I COM NEW | $14.6M | 45.5K | 8.6% | ▼−22% Reduced · −13K sh | |
| 2 | Cogent Biosciences Inc COM | $10.7M | 278.5K | 6.3% | ▼−8.8% Reduced · −27K sh | |
| 3 | Enliven Therapeutics Inc COM | $8.6M | 220.1K | 5.1% | ▼−1.0% Reduced · −2K sh | |
| 4 | Ionis Pharmaceuticals Inc COM | $8.3M | 110.1K | 4.9% | ▼−5.5% Reduced · −6K sh | |
| 5 | Guardant Health Inc COM | $7.6M | 82.7K | 4.5% | ▼−16% Reduced · −15K sh | |
| 6 | Cytokinetics Inc COM NEW | $6.8M | 103.7K | 4.0% | ▼−17% Reduced · −21K sh | |
| 7 | Eli Lilly & Co COM | $6.4M | 7.0K | 3.8% | ▼−11% Reduced · −840 sh | |
| 8 | Alumis Inc COM | $6.2M | 279.2K | 3.6% | ▼−4.5% Reduced · −13K sh | |
| 9 | Bridgebio Pharma Inc COM | $5.0M | 67.5K | 2.9% | ▼−16% Reduced · −13K sh | |
| 10 | Vera Therapeutics Inc CL A | $4.6M | 115.0K | 2.7% | ▼−7.5% Reduced · −9K sh | |
| 11 | Insmed Inc COM PAR $.01 | $4.4M | 26.7K | 2.6% | ▲New New position | |
| 12 | Elevance Health Inc Formerly COM | $4.3M | 14.7K | 2.5% | ▼−15% Reduced · −3K sh | |
| 13 | Agios Pharmaceuticals Inc COM | $4.2M | 125.1K | 2.5% | ▼−8.7% Reduced · −12K sh | |
| 14 | United Therapeutics Corp Del COM | $4.2M | 7.1K | 2.5% | ▼−8.2% Reduced · −632 sh | |
| 15 | Moonlake Immunotherapeutics CLASS A ORD | $4.0M | 215.4K | 2.4% | ▲New New position | |
| 16 | Natera Inc COM | $3.7M | 18.6K | 2.2% | —Held | |
| 17 | Rhythm Pharmaceuticals Inc COM | $3.5M | 40.6K | 2.1% | ▲New New position | |
| 18 | Unitedhealth Group Inc COM | $3.5M | 12.9K | 2.0% | ▲+120% Added · +7K sh | |
| 19 | Apellis Pharmaceuticals Inc COM | $3.4M | 85.5K | 2.0% | ▼−37% Reduced · −50K sh | |
| 20 | Verastem Inc COM NEW | $3.4M | 636.7K | 2.0% | ▲+58% Added · +235K sh | |
| 21 | 10X Genomics Inc CL A COM | $3.3M | 154.2K | 1.9% | ▼−5.8% Reduced · −9K sh | |
| 22 | Boston Scientific Corp COM | $3.0M | 48.3K | 1.8% | ▲New New position | |
| 23 | Alkermes PLC SHS | $3.0M | 84.1K | 1.7% | ▲New New position | |
| 24 | Monte Rosa Therapeutics Inc COM | $3.0M | 179.5K | 1.7% | ▲New New position | |
| 25 | Intuitive Surgical Inc COM NEW | $2.9M | 6.4K | 1.7% | —Held | |
| 26 | Adagene Inc ADS | $2.9M | 736.8K | 1.7% | ▼−31% Reduced · −323K sh | |
| 27 | Arrowhead Pharmaceuticals In COM | $2.9M | 45.7K | 1.7% | ▼−8.1% Reduced · −4K sh | |
| 28 | Crescent Biopharma Inc. COM | $2.8M | 153.2K | 1.7% | ▲New New position | |
| 29 | Relay Therapeutics Inc COM | $2.8M | 278.3K | 1.6% | ▲New New position | |
| 30 | Maze Therapeutics Inc COM | $2.6M | 88.5K | 1.6% | ▲New New position | |
| 31 | Cytomx Therapeutics Inc. COM | $2.5M | 521.5K | 1.4% | ▼−30% Reduced · −224K sh | |
| 32 | Avalo Therapeutics Inc COM NEW | $2.4M | 159.3K | 1.4% | ▲New New position | |
| 33 | Glaukos Corp COM | $2.2M | 20.9K | 1.3% | ▼−34% Reduced · −11K sh | |
| 34 | Corbus Pharmaceuticals Hldgs COM NEW | $2.2M | 234.1K | 1.3% | ▲+68% Added · +95K sh | |
| 35 | Penumbra Inc COM | $2.1M | 6.3K | 1.2% | ▼−30% Reduced · −3K sh | |
| 36 | Soleno Therapeutics Inc COM | $2.1M | 61.7K | 1.2% | ▲New New position | |
| 37 | Liquidia Corporation COM NEW | $1.7M | 45.8K | 1.0% | ▼−50% Reduced · −45K sh | |
| 38 | Zenas Biopharma Inc COM | $1.6M | 80.7K | 0.9% | ▲New New position | |
| 39 | Novabridge Biosciences SPONSORED ADS | $1.4M | 577.0K | 0.8% | ▲+15% Added · +77K sh | |
| 40 | 4D Molecular Therapeutics In COM | $1.2M | 130.6K | 0.7% | ▲New New position | |
| 41 | Nextcure Inc COM NEW | $1.2M | 115.5K | 0.7% | ▼−30% Reduced · −50K sh | |
| 42 | Palisade Bio Inc COM | $1.1M | 600.0K | 0.6% | ▼−21% Reduced · −158K sh | |
| 43 | Establishment Labs Hldgs Inc COM | $744K | 13.1K | 0.4% | —Held | |
| 44 | Lipocine Inc New COM NEW | $486K | 60.9K | 0.3% | ▲New New position | |
| 45 | Arbutus Biopharma Corp COM | $340K | 75.5K | 0.2% | —Held |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | SS SPDR S&P BIOTECH ETFXBI | $7.7M | 60K |
| PUT · bearish | CYTOKINETICS INC | $4.0M | 60K |
| CALL · bullish | BEONE MEDICINES LTD | $3.0M | 10K |
| PUT · bearish | ALUMIS INC | $2.3M | 105K |
| PUT · bearish | LIQUIDIA CORPORATION | $1.5M | 40K |
| PUT · bearish | CENTESSA PHARMACEUTICALS PLC | $1.4M | 35K |
| CALL · bullish | IDEAYA BIOSCIENCES INC | $1.3M | 40K |
| PUT · bearish | IDEAYA BIOSCIENCES INC | $1.3M | 40K |
| PUT · bearish | TRAVERE THERAPEUTICS INC | $594K | 20K |
| PUT · bearish | WAVE LIFE SCIENCES LTD | $218K | 30K |
| CALL · bullish | COMPASS THERAPEUTICS INC | $133K | 25K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.