77 tracked 13F filers disclose a position in ASMB as of the latest SEC 13F filings, a combined $384.3M 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 | GILEAD SCIENCES, INC. | $125.0M | 4.5M | —Held | Q1 2026 | |
| 2 | FARALLON CAPITAL MANAGEMENT, L.L.C. | $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 Ltd. | $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 | →First observed position No prior filed position | 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 | GEODE CAPITAL MANAGEMENT, LLC | $7.7M | 280K | ▲+111% Added · +147K sh | Q2 2026 | |
| 12 | Schonfeld Strategic Advisors LLC | $6.7M | 242K | ▲+101% Added · +122K sh | Q2 2026 | |
| 13 | MILLENNIUM MANAGEMENT LLC | $6.5M | 234K | ▲+138% Added · +135K sh | Q1 2026 | |
| 14 | DV EQUITIES, LLC | $6.2M | 226K | ▲New +226K sh | Q2 2026 | |
| 15 | BlackRock, Inc. | $5.6M | 203K | ▲+5.4% Added · +10K sh | Q1 2026 | |
| 16 | STEMPOINT CAPITAL LP | $5.1M | 185K | ▲+18% Added · +29K sh | Q1 2026 | |
| 17 | B Group, Inc. | $4.8M | 176K | —Held | Q2 2026 | |
| 18 | STATE STREET CORP | $4.7M | 172K | ▲+203% Added · +115K sh | Q2 2026 | |
| 19 | MARSHALL WACE, LLP | $4.5M | 163K | ▲+27% Added · +34K sh | Q1 2026 | |
| 20 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $4.5M | 161K | —Held | Q1 2026 | |
| 21 | Caption Management, LLC | $2.3M | 82K | ▼−23% Reduced · −25K sh | Q1 2026 | |
| 22 | HighVista Strategies LLC | $2.0M | 73K | ▼−1.8% Reduced · −1K sh | Q2 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $2.0M | 72K | →First observed position No prior filed position | Q1 2026 | |
| 24 | Qube Research & Technologies Ltd | $1.9M | 69K | ▲+64% Added · +27K 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.
Last quarter, 13 funds opened a new position in ASMB and 17 added to an existing one, while 9 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 34 funds | $36.0B |
| ELI LILLY & COLLY | 34 funds | $9.8B |
| AMAZON.COM INCAMZN | 33 funds | $32.0B |
| BROADCOM INCAVGO | 33 funds | $23.6B |
| MICRON TECHNOLOGY INCMU | 33 funds | $10.2B |
| NVIDIA CORPNVDA | 32 funds | $51.9B |
| ALPHABET INC-CL AGOOGL | 32 funds | $20.3B |
| META PLATFORMS INC-CLASS AMETA | 32 funds | $13.5B |
| BOSTON SCIENTIFIC CORPBSX | 32 funds | $5.4B |
| ERASCA INCERAS | 32 funds | $408.6M |
| CADENCE DESIGN SYS INCCDNS | 31 funds | $2.4B |
| COGENT BIOSCIENCES INCCOGT | 31 funds | $737.1M |
Ranked by how many of ASMB's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 17, 2026 | Bjorkquist Jeanette M | PFO and PAO | Sell (S) | 29 | $674 |
| 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 |
| Aug 8, 2025 | GILEAD SCIENCES, INC. | 10% Owner | Buy (P) | 2.3M | — |
| Mar 31, 2025 | White Nicole S | Chief Manufacturing Officer | Sell (S) | 197 | $2K |
| Mar 31, 2025 | Okazaki Jason A | CEO and President, Director | Sell (S) | 355 | $3K |
| Mar 31, 2025 | Bjorkquist Jeanette M | Principal Accounting Officer | Sell (S) | 180 | $2K |
| Mar 31, 2025 | McHutchison John G | Director | Sell (S) | 757 | $7K |
| Dec 30, 2024 | Houghton Michael | Director | Buy (P) | 3K | $50K |
| Dec 19, 2024 | GILEAD SCIENCES, INC. | 10% Owner | Buy (P) | 940K | $20.1M |
Connected entities for ASMB
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.
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.