| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | L1 Capital Pty Ltd | $43.2M | 7.8M | ▲+177% Added · +5.0M sh | Q1 2026 | |
| 2 | Nantahala Capital Management, LLC | $30.7M | 5.5M | ▲+119% Added · +3.0M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $27.1M | 4.9M | ▲+141% Added · +2.9M sh | Q1 2026 | |
| 4 | ADAR1 Capital Management, LLC | $21.0M | 3.8M | ▲+206% Added · +2.6M sh | Q1 2026 | |
| 5 | PERCEPTIVE ADVISORS LLC | $19.0M | 3.4M | ▲+104% Added · +1.8M sh | Q1 2026 | |
| 6 | RA CAPITAL MANAGEMENT, L.P. | $16.6M | 3.0M | ▲New +3.0M sh | Q1 2026 | |
| 7 | BVF INC/IL | $16.6M | 3.0M | ▲New +3.0M sh | Q1 2026 | |
| 8 | FMR LLC | $16.1M | 2.9M | ▲73× Added · +2.9M sh | Q1 2026 | |
| 9 | Ensign Peak Advisors, Inc | $11.6M | 2.1M | ▲+49% Added · +687K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $10.2M | 1.8M | ▲+131% Added · +1.0M sh | Q1 2026 | |
| 11 | UBS Group AG | $7.8M | 1.4M | ▲+173% Added · +891K sh | Q1 2026 | |
| 12 | STATE STREET CORP | $6.8M | 1.2M | ▲+242% Added · +865K sh | Q1 2026 | |
| 13 | Vestal Point Capital, LP | $6.4M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 14 | Affinity Asset Advisors, LLC | $5.1M | 912K | ▲+87% Added · +426K sh | Q1 2026 | |
| 15 | Oasis Management Co Ltd. | $4.8M | 866K | ▲11× Added · +790K sh | Q1 2026 | |
| 16 | VANGUARD CAPITAL MANAGEMENT LLC | $4.8M | 858K | ▲New +858K sh | Q1 2026 | |
| 17 | SUVRETTA CAPITAL MANAGEMENT, LLC | $4.7M | 850K | ▲New +850K sh | Q1 2026 | |
| 18 | Alyeska Investment Group, L.P. | $4.2M | 750K | ▲New +750K sh | Q1 2026 | |
| 19 | Velan Capital Investment Management LP | $3.9M | 700K | ▲New +700K sh | Q1 2026 | |
| 20 | Militia Capital Management LLC | $3.7M | 660K | ▲New +660K sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $3.6M | 653K | ▲New +653K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $3.3M | 591K | ▲+132% Added · +336K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $2.6M | 476K | ▲New +476K sh | Q1 2026 | |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.6M | 470K | ▲New +470K sh | Q1 2026 | |
| 25 | LMR Partners LLP | $2.5M | 450K | ▲New +450K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 30 funds | $9.6B |
| AMAZON.COM INCAMZN | 30 funds | $8.8B |
| BOSTON SCIENTIFIC CORPBSX | 30 funds | $820.2M |
| NVIDIA CORPNVDA | 29 funds | $16.4B |
| TESLA INCTSLA | 29 funds | $3.9B |
| ELI LILLY & COLLY | 29 funds | $3.0B |
| UNITEDHEALTH GROUP INCUNH | 29 funds | $2.0B |
| ADVANCED MICRO DEVICESAMD | 29 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 28 funds | $5.6B |
| BROADCOM INCAVGO | 28 funds | $5.4B |
| MASTERCARD INC - AMA | 28 funds | $2.7B |
| HOME DEPOT INCHD | 28 funds | $1.9B |
Ranked by how many of AVR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 2, 2026 | Knight Susan Elizabeth | Director | Buy (P) | 11K | $102K |
| Jan 22, 2026 | L1 Capital Pty Ltd | 10% Owner | Buy (P) | 5.0M | $28.8M |
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/AVR/capital-change-brief"
Use Arkolith's capital_change_brief for AVR. 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 AVR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.