| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SUVRETTA CAPITAL MANAGEMENT, LLC | $37.1M | 2.8M | —Held | Q1 2026 | |
| 2 | JANUS HENDERSON GROUP PLC | $35.6M | 2.7M | ▲+12% Added · +286K sh | Q1 2026 | |
| 3 | FRANKLIN RESOURCES INC | $24.0M | 1.8M | ▼−2.1% Reduced · −40K sh | Q1 2026 | |
| 4 | BALYASNY ASSET MANAGEMENT L.P. | $22.0M | 1.7M | ▼−8.5% Reduced · −157K sh | Q1 2026 | |
| 5 | MILLENNIUM MANAGEMENT LLC | $20.1M | 1.5M | ▲+85% Added · +705K sh | Q1 2026 | |
| 6 | BAKER BROS. ADVISORS LP | $18.6M | 1.4M | —Held | Q1 2026 | |
| 7 | RA CAPITAL MANAGEMENT, L.P. | $16.9M | 1.3M | ▼−41% Reduced · −884K sh | Q1 2026 | |
| 8 | PERCEPTIVE ADVISORS LLC | $16.4M | 1.3M | ▼−14% Reduced · −209K sh | Q1 2026 | |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | $15.9M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 10 | FMR LLC | $10.6M | 815K | —Held | Q1 2026 | |
| 11 | Ikarian Capital, LLC | $10.6M | 808K | ▲+186% Added · +525K sh | Q1 2026 | |
| 12 | GREAT POINT PARTNERS LLC | $10.5M | 800K | ▲~0% Added · +198 sh | Q1 2026 | |
| 13 | Longaeva Partners L.P. | $9.6M | 732K | ▲+56% Added · +262K sh | Q1 2026 | |
| 14 | SECTORAL ASSET MANAGEMENT INC | $9.5M | 728K | ▼−9.1% Reduced · −73K sh | Q1 2026 | |
| 15 | HHLR ADVISORS, LTD. | $8.7M | 669K | —Held | Q1 2026 | |
| 16 | BlackRock, Inc. | $8.7M | 669K | ▲+25% Added · +133K sh | Q1 2026 | |
| 17 | Boxer Capital Management, LLC | $6.5M | 494K | —Held | Q1 2026 | |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.9M | 372K | ▲+40% Added · +106K sh | Q1 2026 | |
| 19 | CITADEL ADVISORS LLC | $4.6M | 350K | ▲New +350K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $4.0M | 307K | ▲+191% Added · +202K sh | Q1 2026 | |
| 21 | GEODE CAPITAL MANAGEMENT, LLC | $3.7M | 282K | ▲+32% Added · +68K sh | Q1 2026 | |
| 22 | ADAR1 Capital Management, LLC | $3.6M | 277K | ▼−0.8% Reduced · −2K sh | Q1 2026 | |
| 23 | Qube Research & Technologies Ltd | $3.0M | 233K | ▲+440% Added · +189K sh | Q1 2026 | |
| 24 | UBS Group AG | $3.0M | 230K | ▲+16% Added · +31K sh | Q1 2026 | |
| 25 | MARSHALL WACE, LLP | $3.0M | 226K | ▲+25% Added · +45K 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 |
|---|---|---|
| AMAZON.COM INCAMZN | 19 funds | $5.4B |
| ELI LILLY & COLLY | 19 funds | $950.0M |
| MICROSOFT CORPMSFT | 18 funds | $3.8B |
| ALPHABET INC-CL AGOOGL | 18 funds | $2.5B |
| UNITEDHEALTH GROUP INCUNH | 18 funds | $1.2B |
| INTUITIVE SURGICAL INCISRG | 18 funds | $1.2B |
| DEXCOM INCDXCM | 18 funds | $196.4M |
| NVIDIA CORPNVDA | 17 funds | $8.7B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 17 funds | $2.7B |
| META PLATFORMS INC-CLASS AMETA | 17 funds | $2.5B |
| TESLA INCTSLA | 17 funds | $2.5B |
| COSTCO WHOLESALE CORPCOST | 17 funds | $1.3B |
Ranked by how many of CTNM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 9, 2026 | Lorrain Daniel S. | Chief Scientific Officer | Sell (S) | 25 | $400 |
| Jul 8, 2026 | Stengone Carmine N. | CEO and President, Director | Sell (S) | 3K | $40K |
| Jul 8, 2026 | Lorrain Daniel S. | Chief Scientific Officer | Sell (S) | 1K | $16K |
| Jul 1, 2026 | Lorrain Daniel S. | Chief Scientific Officer | Sell (S) | 6K | $92K |
| Jul 1, 2026 | Lorrain Daniel S. | Chief Scientific Officer | Sell (S) | 3K | $41K |
| Jun 30, 2026 | Watkins Tim | CMO & Head of Development | Sell (S) | 11K | $174K |
| Jun 30, 2026 | Stengone Carmine N. | CEO and President, Director | Sell (S) | 10K | $160K |
| Jun 30, 2026 | Lorrain Daniel S. | Chief Scientific Officer | Sell (S) | 29K | $462K |
| Jun 1, 2026 | Lorrain Daniel S. | Chief Scientific Officer | Sell (S) | 4K | $55K |
| May 1, 2026 | Lorrain Daniel S. | Chief Scientific Officer | Sell (S) | 4K | $51K |
| May 1, 2026 | Lorrain Daniel S. | Chief Scientific Officer | Sell (S) | 300 | $4K |
| Apr 6, 2026 | Lorrain Daniel S. | Chief Scientific Officer | Sell (S) | 4K | $56K |
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/CTNM/capital-change-brief"
Use Arkolith's capital_change_brief for CTNM. 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 CTNM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.