67 tracked 13F filers disclose a position in ALXO as of the latest SEC 13F filings, a combined $169.9M 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 | 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 | SILVERARC CAPITAL MANAGEMENT, LLC | $11.9M | 5.7M | ▲New +5.7M sh | Q2 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $8.4M | 4.2M | →First observed position No prior filed position | Q1 2026 | |
| 7 | MARSHALL WACE, LLP | $7.5M | 3.8M | ▲142× Added · +3.7M sh | Q1 2026 | |
| 8 | Vivo Capital, LLC | $6.6M | 3.2M | —Held | Q2 2026 | |
| 9 | 5AM Venture Management, LLC | $6.3M | 3.1M | —Held | Q2 2026 | |
| 10 | Almitas Capital LLC | $6.1M | 2.9M | ▼−7.4% Reduced · −235K sh | Q2 2026 | |
| 11 | ORBIMED ADVISORS LLC | $5.7M | 2.9M | ▲New +2.9M sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $5.8M | 2.8M | ▲+465% Added · +2.3M sh | Q2 2026 | |
| 13 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $4.0M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 14 | MILLENNIUM MANAGEMENT LLC | $4.0M | 2.0M | ▼−38% Reduced · −1.2M sh | Q1 2026 | |
| 15 | TWO SIGMA INVESTMENTS, LP | $3.2M | 1.6M | ▲+148% Added · +948K sh | Q1 2026 | |
| 16 | STATE STREET CORP | $3.1M | 1.5M | ▲+752% Added · +1.3M sh | Q2 2026 | |
| 17 | Squadron Capital Management LLC | $2.9M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.7M | 1.3M | ▲+780% Added · +1.2M sh | Q1 2026 | |
| 19 | UBS Group AG | $1.8M | 915K | ▲+5.6% Added · +49K sh | Q1 2026 | |
| 20 | Ensign Peak Advisors, Inc | $1.7M | 810K | ▼−15% Reduced · −140K sh | Q2 2026 | |
| 21 | Nantahala Capital Management, LLC | $1.6M | 750K | ▲New +750K sh | Q2 2026 | |
| 22 | RENAISSANCE TECHNOLOGIES LLC | $1.5M | 733K | ▲+73% Added · +310K sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $1.2M | 578K | ▲+8.6% Added · +46K sh | Q1 2026 | |
| 24 | BlackRock, Inc. | $898K | 448K | ▼−0.6% Reduced · −3K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $590K | 294K | →First observed position No prior filed position | 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, 16 funds opened a new position in ALXO and 7 added to an existing one, while 3 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 |
|---|---|---|
| NVIDIA CORPNVDA | 26 funds | $21.1B |
| MICROSOFT CORPMSFT | 25 funds | $11.3B |
| AMAZON.COM INCAMZN | 25 funds | $11.3B |
| ALPHABET INC-CL AGOOGL | 25 funds | $9.3B |
| LAM RESEARCH CORPLRCX | 25 funds | $2.2B |
| APPLE INCAAPL | 24 funds | $17.2B |
| META PLATFORMS INC-CLASS AMETA | 24 funds | $6.9B |
| MICRON TECHNOLOGY INCMU | 24 funds | $6.2B |
| ALPHABET INC-CL CGOOG | 24 funds | $6.0B |
| ELI LILLY & COLLY | 24 funds | $4.7B |
| JPMORGAN CHASE & COJPM | 24 funds | $4.6B |
| ADVANCED MICRO DEVICESAMD | 24 funds | $3.8B |
Ranked by how many of ALXO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 17, 2026 | Wong Shelly | SVP, FINANCE AND CAO | Sell (S) | 573 | $1K |
| Aug 17, 2026 | Lettmann Jason | CHIEF EXECUTIVE OFFICER, Director | Sell (S) | 2K | $4K |
| 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 |
Connected entities for ALXO
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.