| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Deep Track Capital, LP | $82.7M | 3.4M | —Held | Q1 2026 | |
| 2 | BlackRock, Inc. | $60.9M | 2.5M | ▲+10% Added · +232K sh | Q1 2026 | |
| 3 | RA CAPITAL MANAGEMENT, L.P. | $54.5M | 2.2M | —Held | Q1 2026 | |
| 4 | TCG Crossover Management, LLC | $45.3M | 1.8M | ▲+5.4% Added · +94K sh | Q1 2026 | |
| 5 | Commodore Capital LP | $37.0M | 1.5M | —Held | Q1 2026 | |
| 6 | Caligan Partners LP | $34.6M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $33.2M | 1.4M | ▼−11% Reduced · −184K sh | Q1 2026 | |
| 8 | Trails Edge Capital Partners, LP | $32.5M | 1.3M | ▼−5.5% Reduced · −76K sh | Q1 2026 | |
| 9 | Nantahala Capital Management, LLC | $26.0M | 1.1M | ▲+56% Added · +378K sh | Q1 2026 | |
| 10 | BALYASNY ASSET MANAGEMENT L.P. | $22.8M | 924K | ▲+3.0% Added · +27K sh | Q1 2026 | |
| 11 | Logos Global Management LP | $22.6M | 915K | ▼−24% Reduced · −285K sh | Q1 2026 | |
| 12 | VANGUARD CAPITAL MANAGEMENT LLC | $22.1M | 895K | ▲New +895K sh | Q1 2026 | |
| 13 | Alyeska Investment Group, L.P. | $21.3M | 864K | ▲+28% Added · +189K sh | Q1 2026 | |
| 14 | Vivo Capital, LLC | $19.7M | 800K | —Held | Q1 2026 | |
| 15 | JENNISON ASSOCIATES LLC | $13.3M | 538K | ▼−35% Reduced · −284K sh | Q1 2026 | |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | $12.8M | 518K | ▲+17% Added · +77K sh | Q1 2026 | |
| 17 | STATE STREET CORP | $12.4M | 504K | ▲+102% Added · +254K sh | Q1 2026 | |
| 18 | CITADEL ADVISORS LLC | $10.3M | 417K | ▲+2.3% Added · +9K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $9.0M | 364K | ▲+20% Added · +61K sh | Q1 2026 | |
| 20 | GREAT POINT PARTNERS LLC | $7.4M | 300K | ▲New +300K sh | Q1 2026 | |
| 21 | FMR LLC | $5.5M | 223K | ▲+0.3% Added · +643 sh | Q1 2026 | |
| 22 | BAKER BROS. ADVISORS LP | $4.9M | 200K | —Held | Q1 2026 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.6M | 186K | ▲+4.8% Added · +8K sh | Q1 2026 | |
| 24 | HighVista Strategies LLC | $4.3M | 174K | ▲+24% Added · +33K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $3.9M | 157K | ▲New +157K 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 |
|---|---|---|
| REVOLUTION MEDICINES INCRVMD | 15 funds | $1.6B |
| TYRA BIOSCIENCES INCTYRA | 15 funds | $723.1M |
| DIANTHUS THERAPEUTICS INCDNTH | 15 funds | $642.5M |
| XENON PHARMACEUTICALS INCXENE | 15 funds | $368.0M |
| MIRUM PHARMACEUTICALS INCMIRM | 15 funds | $329.7M |
| MADRIGAL PHARMACEUTICALS INCMDGL | 14 funds | $1.4B |
| ELI LILLY & COLLY | 14 funds | $1.2B |
| CVS HEALTH CORPCVS | 14 funds | $493.7M |
| COGENT BIOSCIENCES INCCOGT | 14 funds | $408.1M |
| DISC MEDICINE INCIRON | 14 funds | $329.1M |
| TERNS PHARMACEUTICALS INC430 | 14 funds | $259.0M |
| BIOGEN INCBIIB | 14 funds | $253.9M |
Ranked by how many of LBRX's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 12, 2025 | Vida Ventures GP III, L.L.C. | 10% Owner | Buy (P) | 333K | $5.0M |
| Sep 12, 2025 | Vida Ventures GP III, L.L.C. | 10% Owner | Buy (P) | 767 | $12K |
| Sep 12, 2025 | Nussbaum Ran | Director | Buy (P) | 1.0M | $15.0M |
| Sep 12, 2025 | Pontifax Management 4 G.P. (2015) Ltd. | 10% Owner | Buy (P) | 1.0M | $15.0M |
| Sep 12, 2025 | Deep Track Capital, LP | 10% Owner | Buy (P) | 2.0M | $30.0M |
| Sep 12, 2025 | Deep Track Capital, LP | 10% Owner | Buy (P) | 667K | $10.0M |
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/LBRX/capital-change-brief"
Use Arkolith's capital_change_brief for LBRX. 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 LBRX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.