137 tracked 13F filers disclose a position in ACRS as of the latest SEC 13F filings, a combined $493.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BML Capital Management, LLC | $63.3M | 12.0M | ▼−16% Reduced · −2.3M sh | Q2 2026 | |
| 2 | Deep Track Capital, LP | $35.0M | 9.3M | ▲New +9.3M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $27.8M | 7.4M | ▲+8.8% Added · +602K sh | Q1 2026 | |
| 4 | RA CAPITAL MANAGEMENT, L.P. | $25.5M | 6.8M | ▲New +6.8M sh | Q1 2026 | |
| 5 | Vivo Capital, LLC | $35.4M | 6.7M | ▲+0.4% Added · +28K sh | Q2 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $19.4M | 5.2M | →First observed position No prior filed position | Q1 2026 | |
| 7 | Frazier Life Sciences Management, L.P. | $26.1M | 4.9M | —Held | Q2 2026 | |
| 8 | Rock Springs Capital Management LP | $22.9M | 4.3M | ▼−3.2% Reduced · −142K sh | Q2 2026 | |
| 9 | Decheng Capital LLC | $21.4M | 4.0M | —Held | Q2 2026 | |
| 10 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $14.5M | 3.9M | ▲+15% Added · +500K sh | Q1 2026 | |
| 11 | BALYASNY ASSET MANAGEMENT L.P. | $12.6M | 3.4M | ▲New +3.4M sh | Q1 2026 | |
| 12 | STATE STREET CORP | $17.2M | 3.3M | ▲+62% Added · +1.2M sh | Q2 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $16.9M | 3.2M | ▲+32% Added · +766K sh | Q2 2026 | |
| 14 | MORGAN STANLEY | $10.3M | 2.7M | ▼−20% Reduced · −669K sh | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $8.4M | 2.2M | ▲+87% Added · +1.0M sh | Q1 2026 | |
| 16 | BRAIDWELL LP | $11.3M | 2.1M | ▲+26% Added · +443K sh | Q2 2026 | |
| 17 | SILVERARC CAPITAL MANAGEMENT, LLC | $10.3M | 1.9M | ▲New +1.9M sh | Q2 2026 | |
| 18 | Kalehua Capital Management LLC | $9.7M | 1.8M | —Held | Q2 2026 | |
| 19 | Jones Hill Capital LP | $9.3M | 1.8M | ▲New +1.8M sh | Q2 2026 | |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | $6.2M | 1.7M | →First observed position No prior filed position | Q1 2026 | |
| 21 | Palo Alto Investors LP | $8.5M | 1.6M | —Held | Q2 2026 | |
| 22 | Woodline Partners LP | $5.6M | 1.5M | ▲+100% Added · +744K sh | Q1 2026 | |
| 23 | PANAGORA ASSET MANAGEMENT INC | $7.2M | 1.4M | ▲+170% Added · +854K sh | Q2 2026 | |
| 24 | Connor, Clark & Lunn Investment Management Ltd. | $6.4M | 1.2M | ▼−15% Reduced · −208K sh | Q2 2026 | |
| 25 | DEUTSCHE BANK AG\ | $3.7M | 998K | ▲+1.1% Added · +10K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 15 funds opened a new position in ACRS and 15 added to an existing one, while 20 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 63 funds | $36.9B |
| NVIDIA CORPNVDA | 60 funds | $181.8B |
| MICROSOFT CORPMSFT | 60 funds | $119.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 60 funds | $18.0B |
| BOSTON SCIENTIFIC CORPBSX | 60 funds | $6.9B |
| MCKESSON CORPMCK | 60 funds | $6.2B |
| AMAZON.COM INCAMZN | 59 funds | $88.4B |
| ALPHABET INC-CL AGOOGL | 59 funds | $69.5B |
| JPMORGAN CHASE & COJPM | 59 funds | $28.2B |
| MICRON TECHNOLOGY INCMU | 59 funds | $18.7B |
| ADVANCED MICRO DEVICESAMD | 59 funds | $17.5B |
| INTUITIVE SURGICAL INCISRG | 59 funds | $14.7B |
Ranked by how many of ACRS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 23, 2026 | Leonard Braden Michael | 10% Owner | Sell (S) | 300K | $1.4M |
| Nov 19, 2024 | Mehra Anand | Director | Buy (P) | 667K | $1.5M |
| Aug 5, 2024 | Leonard Braden Michael | 10% Owner | Buy (P) | 206K | $255K |
| Aug 2, 2024 | Leonard Braden Michael | 10% Owner | Buy (P) | 168K | $216K |
| Jul 31, 2024 | Leonard Braden Michael | 10% Owner | Buy (P) | 100K | $133K |
| Jul 30, 2024 | Leonard Braden Michael | 10% Owner | Buy (P) | 174K | $226K |
| Jul 22, 2024 | Leonard Braden Michael | 10% Owner | Buy (P) | 18K | $24K |
| Jul 19, 2024 | Leonard Braden Michael | 10% Owner | Buy (P) | 7K | $9K |
| Jul 18, 2024 | Leonard Braden Michael | 10% Owner | Buy (P) | 130K | $169K |
| Jul 5, 2024 | Leonard Braden Michael | 10% Owner | Buy (P) | 123K | $141K |
| Jul 3, 2024 | Leonard Braden Michael | 10% Owner | Buy (P) | 143K | $166K |
| Jul 2, 2024 | Leonard Braden Michael | 10% Owner | Buy (P) | 86K | $98K |
Connected entities for ACRS
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ACRS/capital-change-brief"
Use Arkolith's capital_change_brief for ACRS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ACRS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.