Opaleye Management Inc. holds a focused book of 54 stocks worth $759.2M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Assertio Holdings Inc and trimmed Harrow Inc. Their largest long position is Harrow Inc at 13% of the equity book.
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Use Arkolith to show Opaleye Management Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% 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 | Harrow Inc COM | $99.9M | 2.83M | 13.2% | ▼−27% Reduced · −1.1M sh | |
| 2 | Liquidia Corporation COM NEW | $88.8M | 2.54M | 11.7% | ▲+4.5% Added · +110K sh | |
| 3 | Eton Pharmaceuticals Inc COM | $70.6M | 2.86M | 9.3% | —Held | |
| 4 | Sol-Gel Technologies Ltd SHS NEW | $39.6M | 500.0K | 5.2% | ▲+10% Added · +46K sh | |
| 5 | Rhythm Pharmaceuticals Inc COM | $35.3M | 123.0K | 4.7% | ▼−63% Reduced · −207K sh | |
| 6 | Apogee Therapeutics Inc COM | $32.8M | 390.0K | 4.3% | ▲+0.4% Added · +2K sh | |
| 7 | Disc Medicine Inc COM | $26.9M | 421.0K | 3.5% | ▲+111% Added · +221K sh | |
| 8 | Urogen Pharma Ltd COM | $25.7M | 1.43M | 3.4% | ▲+433% Added · +1.2M sh | |
| 9 | Crescent Biopharma Inc. COM | $24.1M | 1.31M | 3.2% | ▲+11% Added · +134K sh | |
| 10 | Stoke Therapeutics Inc COM | $22.8M | 700.0K | 3.0% | ▲+0.7% Added · +5K sh | |
| 11 | Perspective Therapeutics Inc COM NEW | $19.5M | 4.67M | 2.6% | ▲+295% Added · +3.5M sh | |
| 12 | Rezolute Inc COM NEW | $19.2M | 6.30M | 2.5% | ▲+0.2% Added · +13K sh | |
| 13 | Meiragtx Hldgs PLC COM | $18.4M | 2.12M | 2.4% | ▲+443% Added · +1.7M sh | |
| 14 | TG Therapeutics Inc COM | $17.8M | 535.0K | 2.3% | —Held | |
| 15 | Sanuwave Health Inc COM | $17.0M | 981.3K | 2.2% | —Held | |
| 16 | Edgewise Therapeutics Inc COM | $15.8M | 500.0K | 2.1% | —Held | |
| 17 | Alpha Cognition Inc COM NEW | $14.1M | 2.56M | 1.9% | ▲+24% Added · +491K sh | |
| 18 | Annexon Inc COM | $12.9M | 2.33M | 1.7% | ▼−10% Reduced · −268K sh | |
| 19 | Alumis Inc COM | $12.1M | 550.0K | 1.6% | ▲+2.8% Added · +15K sh | |
| 20 | Codexis Inc COM | $11.1M | 6.79M | 1.5% | ▼−0.1% Reduced · −5K sh | |
| 21 | Protagonist Therapeutics Inc COM | $10.5M | 100.0K | 1.4% | ▼−4.8% Reduced · −5K sh | |
| 22 | Revolution Medicines Inc COM | $9.7M | 100.0K | 1.3% | —Held | |
| 23 | Xoma Royalty Corporation COM NEW | $9.4M | 300.0K | 1.2% | ▲+2.5% Added · +7K sh | |
| 24 | Q32 Bio Inc COM | $8.1M | 1.26M | 1.1% | ▲+489% Added · +1.0M sh | |
| 25 | MBX Biosciences Inc COM | $7.8M | 260.0K | 1.0% | —Held | |
| 26 | Relmada Therapeutics Inc COM | $6.5M | 935.0K | 0.9% | —Held | |
| 27 | CG Oncology Inc COM | $6.4M | 94.8K | 0.8% | ▼−77% Reduced · −315K sh | |
| 28 | Jade Biosciences Inc COM NEW | $6.0M | 427.6K | 0.8% | —Held | |
| 29 | Ocular Therapeutix Inc COM | $5.1M | 600.0K | 0.7% | ▼−62% Reduced · −995K sh | |
| 30 | Assertio Holdings Inc COM NEW | $5.1M | 265.7K | 0.7% | ▲New New position | |
| 31 | Editas Medicine Inc COM | $4.8M | 1.93M | 0.6% | ▲New New position | |
| 32 | Sutro Biopharma Inc COM SHS | $4.7M | 190.7K | 0.6% | —Held | |
| 33 | Journey Med Corp COM | $4.5M | 960.0K | 0.6% | ▼−1.5% Reduced · −15K sh | |
| 34 | Voyager Therapeutics Inc COM | $4.4M | 1.15M | 0.6% | ▼−3.9% Reduced · −47K sh | |
| 35 | Trevi Therapeutics Inc COM | $4.1M | 345.1K | 0.5% | —Held | |
| 36 | Tectonic Therapeutic Inc COM | $3.8M | 123.0K | 0.5% | ▼−43% Reduced · −92K sh | |
| 37 | Cabaletta Bio Inc COM | $3.7M | 1.38M | 0.5% | ▲+53% Added · +480K sh | |
| 38 | Biodesix Inc COM | $3.5M | 238.0K | 0.5% | ▲New New position | |
| 39 | Rocket Pharmaceuticals Inc COM | $3.4M | 955.0K | 0.5% | —Held | |
| 40 | Zentalis Pharmaceuticals Inc COM | $3.3M | 1.41M | 0.4% | ▲+0.8% Added · +12K sh | |
| 41 | Intellia Therapeutics Inc COM | $3.1M | 245.0K | 0.4% | ▲New New position | |
| 42 | Fortress Biotech Inc COM NEW | $2.9M | 1.04M | 0.4% | ▼−4.4% Reduced · −48K sh | |
| 43 | Opus Genetics Inc COM | $2.3M | 1.12M | 0.3% | —Held | |
| 44 | Rigel Pharmaceuticals Inc COM | $1.9M | 70.0K | 0.2% | —Held | |
| 45 | Atea Pharmaceuticals Inc COM | $1.7M | 322.6K | 0.2% | ▲+79% Added · +143K sh | |
| 46 | Lyell Immunopharma Inc COM NEW | $1.6M | 79.1K | 0.2% | ▲New New position | |
| 47 | Enanta Pharmaceuticals Inc COM | $1.6M | 125.0K | 0.2% | ▲+67% Added · +50K sh | |
| 48 | Nextcure Inc COM NEW | $1.5M | 141.2K | 0.2% | ▲New New position | |
| 49 | 4D Molecular Therapeutics In COM | $1.0M | 112.3K | 0.1% | ▲New New position | |
| 50 | Perspective Therapeutics Inc CALL | $834K | 200.0K | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 54 | $759.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Apr 13, 2026 | 54 | $757.9M | 13F-HR/A |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 43 | $707.3M | 13F-HR |
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.