131 tracked 13F filers disclose a position in ALEC as of the latest SEC 13F filings, a combined $174.7M 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 | TCG Crossover Management, LLC | $21.5M | 10.0M | —Held | Q1 2026 | |
| 2 | BlackRock, Inc. | $16.6M | 7.7M | ▲+8.3% Added · +593K sh | Q1 2026 | |
| 3 | Nantahala Capital Management, LLC | $8.7M | 4.3M | ▲+53% Added · +1.5M sh | Q2 2026 | |
| 4 | Foresite Capital Management IV, LLC | $8.4M | 3.9M | —Held | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $7.9M | 3.7M | →First observed position No prior filed position | Q1 2026 | |
| 6 | Merck & Co., Inc. | $7.1M | 3.5M | —Held | Q2 2026 | |
| 7 | D. E. Shaw & Co., Inc. | $7.2M | 3.3M | ▲+41% Added · +968K sh | Q1 2026 | |
| 8 | 683 Capital Management, LLC | $6.4M | 3.2M | —Held | Q2 2026 | |
| 9 | BALYASNY ASSET MANAGEMENT L.P. | $6.3M | 2.9M | ▼−10% Reduced · −330K sh | Q1 2026 | |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | $5.6M | 2.6M | →First observed position No prior filed position | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $4.9M | 2.5M | ▲+7.3% Added · +168K sh | Q2 2026 | |
| 12 | JACOBS LEVY EQUITY MANAGEMENT, INC | $4.6M | 2.2M | ▼−0.9% Reduced · −19K sh | Q1 2026 | |
| 13 | Spruce Street Capital LP | $4.2M | 2.1M | —Held | Q2 2026 | |
| 14 | Ikarian Capital, LLC | $4.5M | 2.1M | —Held | Q1 2026 | |
| 15 | Kynam Capital Management, LP | $4.3M | 2.0M | —Held | Q1 2026 | |
| 16 | MILLENNIUM MANAGEMENT LLC | $4.3M | 2.0M | ▲+48% Added · +646K sh | Q1 2026 | |
| 17 | STATE STREET CORP | $3.8M | 1.9M | ▲+0.8% Added · +14K sh | Q2 2026 | |
| 18 | FMR LLC | $3.9M | 1.8M | ▼−19% Reduced · −435K sh | Q1 2026 | |
| 19 | Eversept Partners, LP | $2.9M | 1.4M | ▲+5.4% Added · +73K sh | Q2 2026 | |
| 20 | Euclidean Capital LLC | $2.8M | 1.3M | —Held | Q1 2026 | |
| 21 | RENAISSANCE TECHNOLOGIES LLC | $2.8M | 1.3M | ▼−17% Reduced · −256K sh | Q1 2026 | |
| 22 | TWO SIGMA INVESTMENTS, LP | $2.8M | 1.3M | ▲+23% Added · +240K sh | Q1 2026 | |
| 23 | DEUTSCHE BANK AG\ | $2.3M | 1.1M | ▲+5.6% Added · +58K sh | Q1 2026 | |
| 24 | DEERFIELD MANAGEMENT COMPANY, L.P. | $2.3M | 1.1M | —Held | Q1 2026 | |
| 25 | ADAR1 Capital Management, LLC | $2.3M | 1.1M | ▼−5.2% Reduced · −58K 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, 1 fund opened a new position in ALEC and 19 added to an existing one, while 13 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 |
|---|---|---|
| AMAZON.COM INCAMZN | 51 funds | $75.0B |
| ELI LILLY & COLLY | 51 funds | $31.0B |
| UNITEDHEALTH GROUP INCUNH | 51 funds | $13.2B |
| ALPHABET INC-CL AGOOGL | 50 funds | $56.5B |
| NVIDIA CORPNVDA | 49 funds | $157.1B |
| MICROSOFT CORPMSFT | 49 funds | $104.0B |
| ALPHABET INC-CL CGOOG | 49 funds | $56.5B |
| VISA INC-CLASS A SHARESV | 49 funds | $26.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 49 funds | $16.1B |
| ADVANCED MICRO DEVICESAMD | 49 funds | $14.4B |
| BRISTOL-MYERS SQUIBB COBMY | 49 funds | $5.5B |
| APPLE INCAAPL | 48 funds | $119.0B |
Ranked by how many of ALEC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 3, 2026 | Wong-Sarad Grace | Principal Accounting Officer | Sell (S) | 3K | $7K |
| Jun 2, 2026 | Berkley Neil Lindsay | CFO & Chief Business Officer | Sell (S) | 19K | $38K |
| Jun 2, 2026 | Wong-Sarad Grace | Principal Accounting Officer | Sell (S) | 6K | $11K |
| Jun 2, 2026 | Rosenthal Arnon | Chief Executive Officer, Director | Sell (S) | 87K | $172K |
| Apr 16, 2026 | Wong-Sarad Grace | Principal Accounting Officer | Sell (S) | 2K | $5K |
| Mar 10, 2026 | Wong-Sarad Grace | Principal Accounting Officer | Sell (S) | 1K | $3K |
| Mar 3, 2026 | Wong-Sarad Grace | Principal Accounting Officer | Sell (S) | 3K | $7K |
| Mar 2, 2026 | Rosenthal Arnon | Chief Executive Officer, Director | Sell (S) | 82K | $174K |
| Mar 2, 2026 | Wong-Sarad Grace | Principal Accounting Officer | Sell (S) | 8K | $17K |
| Mar 2, 2026 | Berkley Neil Lindsay | CFO & Chief Business Officer | Sell (S) | 30K | $63K |
| Feb 26, 2026 | Wong-Sarad Grace | Principal Accounting Officer | Sell (S) | 4K | $10K |
| Dec 5, 2025 | Wong-Sarad Grace | Principal Accounting Officer | Sell (S) | 5K | $6K |
Connected entities for ALEC
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/ALEC/capital-change-brief"
Use Arkolith's capital_change_brief for ALEC. 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 ALEC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.