LBRX

LB Pharmaceuticals Inc
Health CareUSCUSIP 50180M108◍ Confluence graph
Tracked 13F Holders
93
-38 QoQ
13F Value (tracked)
$749.1M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
15
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)35 adding · 4 trimming
Insider net (180d)$0

Who owns LBRX?

93 tracked 13F filers

93 tracked 13F filers disclose a position in LBRX as of the latest SEC 13F filings, a combined $749.1M 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.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1Deep Track Capital, LP
$82.7M
3.4M
Held
Q1 2026
2BlackRock, Inc.
$60.9M
2.5M
+10%
Added · +232K sh
Q1 2026
3RA CAPITAL MANAGEMENT, L.P.
$54.5M
2.2M
Held
Q1 2026
4TCG Crossover Management, LLC
$45.3M
1.8M
+5.4%
Added · +94K sh
Q1 2026
5Trails Edge Capital Partners, LP
$49.4M
1.5M
+15%
Added · +204K sh
Q2 2026
6Commodore Capital LP
$37.0M
1.5M
Held
Q1 2026
7Caligan Partners LP
$34.6M
1.4M
New
+1.4M sh
Q1 2026
8JPMORGAN CHASE & CO
$33.2M
1.4M
−11%
Reduced · −184K sh
Q1 2026
9Spruce Street Capital LP
$44.7M
1.4M
Held
Q2 2026
10Nantahala Capital Management, LLC
$34.2M
1.1M
Held
Q2 2026
11BALYASNY ASSET MANAGEMENT L.P.
$22.8M
924K
+3.0%
Added · +27K sh
Q1 2026
12Logos Global Management LP
$22.6M
915K
−24%
Reduced · −285K sh
Q1 2026
13VANGUARD CAPITAL MANAGEMENT LLC
$22.1M
895K
First observed position
No prior filed position
Q1 2026
14Alyeska Investment Group, L.P.
$21.3M
864K
+28%
Added · +189K sh
Q1 2026
15Vivo Capital, LLC
$26.0M
800K
Held
Q2 2026
16GEODE CAPITAL MANAGEMENT, LLC
$19.9M
613K
+18%
Added · +95K sh
Q2 2026
17STATE STREET CORP
$19.5M
602K
+19%
Added · +98K sh
Q2 2026
18JENNISON ASSOCIATES LLC
$13.3M
538K
−35%
Reduced · −284K sh
Q1 2026
19CITADEL ADVISORS LLC
$10.3M
417K
+2.3%
Added · +9K sh
Q1 2026
20GOLDMAN SACHS GROUP INC
$9.0M
364K
+20%
Added · +61K sh
Q1 2026
21GREAT POINT PARTNERS LLC
$7.4M
300K
New
+300K sh
Q1 2026
22FMR LLC
$5.5M
223K
+0.3%
Added · +643 sh
Q1 2026
23HighVista Strategies LLC
$6.9M
212K
+22%
Added · +38K sh
Q2 2026
24BAKER BROS. ADVISORS LP
$4.9M
200K
Held
Q1 2026
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$4.6M
186K
+4.8%
Added · +8K 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.

Is LBRX being bought or sold by institutions?

Last quarter, 20 funds opened a new position in LBRX and 15 added to an existing one, while 4 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).

Opened (NEW)
20
funds
Added
15
funds
Reduced
4
funds
Exited
0
funds

Funds that own LBRX also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA35 funds$138.4B
AMAZON.COM INCAMZN35 funds$64.5B
REVOLUTION MEDICINES INCRVMD35 funds$3.5B
TANGO THERAPEUTICS INCTNGX35 funds$908.2M
MICROSOFT CORPMSFT34 funds$86.4B
ELI LILLY & COLLY34 funds$29.4B
COGENT BIOSCIENCES INCCOGT34 funds$965.2M
BROADCOM INCAVGO33 funds$57.8B
CYTOKINETICS INCCYTK33 funds$727.5M
JPMORGAN CHASE & COJPM32 funds$18.6B
JOHNSON & JOHNSONJNJ32 funds$11.3B
UNITEDHEALTH GROUP INCUNH32 funds$10.4B

Ranked by how many of LBRX's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$0
0 insiders
Net
$0
0 P/S txns
Signal
Mixed
open-market
DateInsiderRoleActionSharesValue
Sep 12, 2025Vida Ventures GP III, L.L.C.10% OwnerBuy (P)333K$5.0M
Sep 12, 2025Vida Ventures GP III, L.L.C.10% OwnerBuy (P)767$12K
Sep 12, 2025Nussbaum RanDirectorBuy (P)1.0M$15.0M
Sep 12, 2025Pontifax Management 4 G.P. (2015) Ltd.10% OwnerBuy (P)1.0M$15.0M
Sep 12, 2025Deep Track Capital, LP10% OwnerBuy (P)2.0M$30.0M
Sep 12, 2025Deep Track Capital, LP10% OwnerBuy (P)667K$10.0M

Institutional ownership over time

36 funds-9 since Q3 2025
03774Q3 2025Q4 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $223.2M

Recent filings

15 shown

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Connected entities for LBRX

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Ask your agent what changed in LBRX

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/LBRX/capital-change-brief"
Ask your agent
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.