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/ASMB/capital-change-brief"
Use Arkolith's capital_change_brief for ASMB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GILEAD SCIENCES, INC. | $125.0M | 4.5M | —Held | Q1 2026 | |
| 2 | FARALLON CAPITAL MANAGEMENT LLC | $34.1M | 1.2M | —Held | Q1 2026 | |
| 3 | RA CAPITAL MANAGEMENT, L.P. | $28.3M | 1.0M | —Held | Q1 2026 | |
| 4 | Commodore Capital LP | $27.8M | 1.0M | —Held | Q1 2026 | |
| 5 | JANUS HENDERSON GROUP PLC | $23.5M | 849K | ▲+1.4% Added · +11K sh | Q1 2026 | |
| 6 | Paradigm Biocapital Advisors LP | $18.5M | 665K | —Held | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $13.6M | 490K | ▲New +490K sh | Q1 2026 | |
| 8 | Parkman Healthcare Partners LLC | $11.4M | 411K | ▲+65% Added · +162K sh | Q1 2026 | |
| 9 | Point72 Asset Management, L.P. | $9.5M | 344K | ▼−43% Reduced · −257K sh | Q1 2026 | |
| 10 | Blackstone Inc. | $8.2M | 297K | ▼−6.9% Reduced · −22K sh | Q1 2026 | |
| 11 | MILLENNIUM MANAGEMENT LLC | $6.5M | 234K | ▲+138% Added · +135K sh | Q1 2026 | |
| 12 | BlackRock, Inc. | $5.6M | 203K | ▲+5.4% Added · +10K sh | Q1 2026 | |
| 13 | STEMPOINT CAPITAL LP | $5.1M | 185K | ▲+18% Added · +29K sh | Q1 2026 | |
| 14 | B Group, Inc. | $4.9M | 176K | —Held | Q1 2026 | |
| 15 | MARSHALL WACE, LLP | $4.5M | 163K | ▲+27% Added · +34K sh | Q1 2026 | |
| 16 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $4.5M | 161K | —Held | Q1 2026 | |
| 17 | Patient Square Capital LP | $3.8M | 136K | ▲+7.3% Added · +9K sh | Q1 2026 | |
| 18 | GEODE CAPITAL MANAGEMENT, LLC | $3.7M | 133K | ▲+1.3% Added · +2K sh | Q1 2026 | |
| 19 | Schonfeld Strategic Advisors LLC | $3.3M | 121K | ▲+122% Added · +66K sh | Q1 2026 | |
| 20 | Caption Management, LLC | $2.3M | 82K | ▼−23% Reduced · −25K sh | Q1 2026 | |
| 21 | HighVista Strategies LLC | $2.1M | 75K | ▲New +75K sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $2.0M | 72K | ▲New +72K sh | Q1 2026 | |
| 23 | Qube Research & Technologies Ltd | $1.9M | 69K | ▲+64% Added · +27K sh | Q1 2026 | |
| 24 | STATE STREET CORP | $1.6M | 57K | ▲+7.0% Added · +4K sh | Q1 2026 | |
| 25 | JPMORGAN CHASE & CO | $1.4M | 54K | ▲+12% Added · +6K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 17, 2026 | Bjorkquist Jeanette M | PFO and PAO | Sell (S) | 29 | $674 |
| Jun 4, 2026 | Johnson-Pratt Lisa | Director | Grant (A) | 8K | $0 |
| Jun 4, 2026 | Houghton Michael | Director | Grant (A) | 8K | $0 |
| Jun 4, 2026 | Mahony Susan | Director | Grant (A) | 8K | $0 |
| Jun 4, 2026 | Consylman Gina | Director | Grant (A) | 8K | $0 |
| Jun 4, 2026 | McHutchison John G | Director | Grant (A) | 8K | $0 |
| Jun 4, 2026 | ALTIG ANTHONY E | Director | Grant (A) | 8K | $0 |
| May 26, 2026 | GILEAD SCIENCES, INC. | 10% Owner | Grant (A) | 472K | $12.5M |
| Mar 30, 2026 | White Nicole S | Chief Manufacturing Officer | Sell (S) | 9 | $247 |
| Mar 30, 2026 | White Nicole S | Chief Manufacturing Officer | Sell (S) | 188 | $5K |
| Mar 30, 2026 | Bjorkquist Jeanette M | PFO and PAO | Sell (S) | 16 | $440 |
| Mar 30, 2026 | Bjorkquist Jeanette M | PFO and PAO | Sell (S) | 312 | $8K |
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 11 funds | $795.0M |
| OLEMA PHARMACEUTICALS INCOLMA | 11 funds | $184.4M |
| REPLIMUNE GROUP INCREPL | 11 funds | $11.9M |
| AMAZON.COM INCAMZN | 10 funds | $4.2B |
| ALPHABET INC-CL AGOOGL | 10 funds | $1.8B |
| UNITEDHEALTH GROUP INCUNH | 10 funds | $942.7M |
| NUVALENT INC-ANUVL | 10 funds | $919.1M |
| CAPITAL ONE FINANCIAL CORPCOF | 10 funds | $840.9M |
| COGENT BIOSCIENCES INCCOGT | 10 funds | $255.6M |
| RELAY THERAPEUTICS INCRLAY | 10 funds | $188.6M |
| JANUX THERAPEUTICS INCJANX | 10 funds | $181.9M |
| SAREPTA THERAPEUTICS INCSRPT | 10 funds | $153.1M |
Ranked by how many of ASMB's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ASMB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.