| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RA CAPITAL MANAGEMENT, L.P. | $26.1M | 13.0M | ▲New +13.0M sh | Q1 2026 | |
| 2 | TCG Crossover Management, LLC | $26.1M | 13.0M | ▲New +13.0M sh | Q1 2026 | |
| 3 | Redmile Group, LLC | $16.0M | 8.0M | ▲+144% Added · +4.7M sh | Q1 2026 | |
| 4 | Blackstone Inc. | $11.7M | 5.8M | ▲New +5.8M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $8.4M | 4.2M | ▲New +4.2M sh | Q1 2026 | |
| 6 | MARSHALL WACE, LLP | $7.5M | 3.8M | ▲142× Added · +3.7M sh | Q1 2026 | |
| 7 | Vivo Capital, LLC | $6.4M | 3.2M | ▲New +3.2M sh | Q1 2026 | |
| 8 | Almitas Capital LLC | $6.4M | 3.2M | ▲+25% Added · +637K sh | Q1 2026 | |
| 9 | 5AM Venture Management, LLC | $6.1M | 3.1M | ▲New +3.1M sh | Q1 2026 | |
| 10 | ORBIMED ADVISORS LLC | $5.7M | 2.9M | ▲New +2.9M sh | Q1 2026 | |
| 11 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $4.0M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 12 | MILLENNIUM MANAGEMENT LLC | $4.0M | 2.0M | ▼−38% Reduced · −1.2M sh | Q1 2026 | |
| 13 | TWO SIGMA INVESTMENTS, LP | $3.2M | 1.6M | ▲+148% Added · +948K sh | Q1 2026 | |
| 14 | Squadron Capital Management LLC | $2.9M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.7M | 1.3M | ▲+780% Added · +1.2M sh | Q1 2026 | |
| 16 | Ensign Peak Advisors, Inc | $1.9M | 951K | ▲New +951K sh | Q1 2026 | |
| 17 | UBS Group AG | $1.8M | 915K | ▲+5.6% Added · +49K sh | Q1 2026 | |
| 18 | RENAISSANCE TECHNOLOGIES LLC | $1.5M | 733K | ▲+73% Added · +310K sh | Q1 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $1.2M | 578K | ▲+8.6% Added · +46K sh | Q1 2026 | |
| 20 | GEODE CAPITAL MANAGEMENT, LLC | $990K | 493K | ▲+40% Added · +140K sh | Q1 2026 | |
| 21 | BlackRock, Inc. | $898K | 448K | ▼−0.6% Reduced · −3K sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $590K | 294K | ▲New +294K sh | Q1 2026 | |
| 23 | STATE STREET CORP | $353K | 176K | ▲+42% Added · +52K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $278K | 139K | ▲+703% Added · +121K sh | Q1 2026 | |
| 25 | NORTHERN TRUST CORP | $275K | 137K | ▼−8.1% Reduced · −12K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 14 funds | $2.2B |
| UNITED THERAPEUTICS CORPUTHR | 14 funds | $158.4M |
| MICROSOFT CORPMSFT | 13 funds | $8.1B |
| AMAZON.COM INCAMZN | 13 funds | $7.1B |
| ALPHABET INC-CL AGOOGL | 13 funds | $5.6B |
| BROADCOM INCAVGO | 13 funds | $4.7B |
| META PLATFORMS INC-CLASS AMETA | 13 funds | $4.2B |
| APPLIED MATERIALS INCAMAT | 13 funds | $1.6B |
| HOME DEPOT INCHD | 13 funds | $1.4B |
| CHEVRON CORPCVX | 13 funds | $1.4B |
| MASTERCARD INC - AMA | 13 funds | $1.4B |
| MERCK & CO. INC.MRK | 13 funds | $1.3B |
Ranked by how many of ALXO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Wong Shelly | SVP, FINANCE AND CAO | Sell (S) | 1K | $3K |
| Mar 19, 2026 | Pinto Shelly | SVP, FINANCE AND CAO | Sell (S) | 903 | $2K |
| Mar 19, 2026 | Lettmann Jason | CHIEF EXECUTIVE OFFICER, Director | Sell (S) | 12K | $27K |
| Feb 18, 2026 | Pinto Shelly | SVP, FINANCE AND CAO | Sell (S) | 565 | $1K |
| Feb 2, 2026 | GOODMAN COREY S | Director, 10% Owner | Buy (P) | 3.2M | $5.0M |
| Jan 6, 2026 | Pinto Shelly | SVP, FINANCE AND CAO | Sell (S) | 4K | $4K |
| Sep 17, 2025 | Lettmann Jason | CHIEF EXECUTIVE OFFICER, Director | Buy (P) | 71K | $77K |
| Sep 16, 2025 | Lettmann Jason | CHIEF EXECUTIVE OFFICER, Director | Buy (P) | 21K | $23K |
| Aug 18, 2025 | Shantharam Harish | Chief Financial Officer | Buy (P) | 75K | $59K |
| Aug 15, 2025 | Lettmann Jason | CHIEF EXECUTIVE OFFICER, Director | Sell (S) | 2K | $2K |
| Aug 15, 2025 | Pinto Shelly | SVP, FINANCE AND CAO | Sell (S) | 611 | $391 |
| Jul 7, 2025 | Pinto Shelly | SVP, FINANCE AND CAO | Sell (S) | 2K | $905 |
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/ALXO/capital-change-brief"
Use Arkolith's capital_change_brief for ALXO. 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 ALXO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.