Arkolith/Funds/Merck & Co., Inc.

Merck & Co., Inc.

CIK 310158Hedge fund
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Merck & Co., Inc. holds a concentrated book of 13 stocks worth $526.4M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Entrada Therapeutics Inc. Their largest long position is Personalis Inc at 36% of the equity book.

Added to
0
already held, bought more
no adds
Trimmed
0
sold some, still holds it
no trims
Sold out
4
exited the position entirely
  • Entrada Therapeutics Inc
  • Sutro Biopharma Inc
  • Evaxion Biotech A/s
  • +1 more · largest first, by prior value

Concentration

Top-heavy: concentrated book

Top 5 holdings
93%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Health Care
100%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited
  • SUTRO BIOPHARMA INC
    −100%
  • −100%
  • EVAXION BIOTECH A/S
    −100%
  • ENTRADA THERAPEUTICS INC
    −100%

Funds with the most overlap

Other tracked managers holding the same core names as Merck & Co., Inc.

Manager / fundShared namesTheir $ in those
VANGUARD CAPITAL MANAGEMENT LLC12 / 13$1.6B
GEODE CAPITAL MANAGEMENT, LLC12 / 13$1.0B
MORGAN STANLEY12 / 13$471.1M
UBS Group AG12 / 13$335.7M
VANGUARD FIDUCIARY TRUST CO12 / 13$159.4M
FMR LLC11 / 13$3.6B
STATE STREET CORP11 / 13$1.6B
Vanguard Global Advisers, LLC11 / 13$41.4M

Ranked by how many of Merck & Co., Inc.'s top 13 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

13 positions
#SecurityValueShares% PortLast moveHistory
1Personalis Inc
COM
$188.2M14.04M
35.8%
Held
2Moderna Inc
COM
$161.6M2.31M
30.7%
Held
3Kymera Therapeutics Inc
COM
$88.5M772.2K
16.8%
Held
4Aktis Oncology Inc
COM
$30.7M952.8K
5.8%
Held
5Eikon Therapeutics Inc
COM
$21.7M1.67M
4.1%
Held
6Entrada Therapeutics Inc
COM
$12.8M1.74M
2.4%
New
New position
7Sutro Biopharma Inc
COM
$9.0M272.4K
1.7%
New
New position
8Alector Inc
COM
$7.1M3.55M
1.4%
Held
9Evaxion Biotech A/s
SPONSORED ADS
$3.8M1.21M
0.7%
New
New position
10Viridian Therapeutics Inc
COM
$1.7M93.4K
0.3%
Held
11Xilio Therapeutics Inc
COM
$1.0M106.0K
0.2%
Held
12Tuhura Biosciences Inc
COM
$46K19.4K
0.0%
Held
13Neuphoria Therapeutics Inc
COM
$44K10.0K
0.0%
Held
Showing all 13 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 202613$526.4M13F-HR
Q1 2026Mar 31, 2026May 13, 202614$349.4M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202612$276.3M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202513$228.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.