| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Paradigm Biocapital Advisors LP | $35.5M | 6.2M | ▲+30% Added · +1.4M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $29.3M | 5.1M | ▲+4.1% Added · +203K sh | Q1 2026 | |
| 3 | Affinity Asset Advisors, LLC | $29.0M | 5.1M | ▲+58% Added · +1.9M sh | Q1 2026 | |
| 4 | RA CAPITAL MANAGEMENT, L.P. | $28.7M | 5.0M | —Held | Q1 2026 | |
| 5 | JANUS HENDERSON GROUP PLC | $28.5M | 5.0M | ▼−9.7% Reduced · −533K sh | Q1 2026 | |
| 6 | Vestal Point Capital, LP | $25.7M | 4.5M | —Held | Q1 2026 | |
| 7 | Frazier Life Sciences Management, L.P. | $25.4M | 4.4M | —Held | Q1 2026 | |
| 8 | CITADEL ADVISORS LLC | $22.0M | 3.8M | ▲+1.6% Added · +61K sh | Q1 2026 | |
| 9 | ORBIMED ADVISORS LLC | $20.7M | 3.6M | ▲+70% Added · +1.5M sh | Q1 2026 | |
| 10 | STATE STREET CORP | $20.5M | 3.6M | ▲+12% Added · +381K sh | Q1 2026 | |
| 11 | VANGUARD CAPITAL MANAGEMENT LLC | $17.3M | 3.0M | ▲New +3.0M sh | Q1 2026 | |
| 12 | Woodline Partners LP | $15.8M | 2.8M | ▼−14% Reduced · −447K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $11.2M | 1.9M | ▲+149% Added · +1.2M sh | Q1 2026 | |
| 14 | Avoro Capital Advisors LLC | $10.8M | 1.9M | ▼−43% Reduced · −1.4M sh | Q1 2026 | |
| 15 | Point72 Asset Management, L.P. | $9.6M | 1.7M | ▼−11% Reduced · −214K sh | Q1 2026 | |
| 16 | MILLENNIUM MANAGEMENT LLC | $9.3M | 1.6M | ▲+78% Added · +705K sh | Q1 2026 | |
| 17 | BALYASNY ASSET MANAGEMENT L.P. | $9.1M | 1.6M | ▼−2.8% Reduced · −45K sh | Q1 2026 | |
| 18 | GEODE CAPITAL MANAGEMENT, LLC | $8.7M | 1.5M | ▲+4.7% Added · +68K sh | Q1 2026 | |
| 19 | ADAR1 Capital Management, LLC | $8.4M | 1.5M | ▲+5.3% Added · +74K sh | Q1 2026 | |
| 20 | SUVRETTA CAPITAL MANAGEMENT, LLC | $7.2M | 1.3M | —Held | Q1 2026 | |
| 21 | Nantahala Capital Management, LLC | $6.9M | 1.2M | ▲+20% Added · +200K sh | Q1 2026 | |
| 22 | 683 Capital Management, LLC | $6.9M | 1.2M | ▲+7.1% Added · +80K sh | Q1 2026 | |
| 23 | DIMENSIONAL FUND ADVISORS LP | $6.3M | 1.1M | ▲+28% Added · +241K sh | Q1 2026 | |
| 24 | Octagon Capital Advisors LP | $6.3M | 1.1M | ▼−36% Reduced · −625K sh | Q1 2026 | |
| 25 | Blackstone Inc. | $5.2M | 905K | —Held | 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 | 44 funds | $13.5B |
| BOSTON SCIENTIFIC CORPBSX | 44 funds | $1.3B |
| MICROSOFT CORPMSFT | 43 funds | $17.4B |
| ALPHABET INC-CL AGOOGL | 43 funds | $11.6B |
| META PLATFORMS INC-CLASS AMETA | 43 funds | $8.7B |
| ELI LILLY & COLLY | 43 funds | $4.4B |
| UNITEDHEALTH GROUP INCUNH | 43 funds | $1.8B |
| NVIDIA CORPNVDA | 42 funds | $27.0B |
| BROADCOM INCAVGO | 42 funds | $10.9B |
| ADVANCED MICRO DEVICESAMD | 42 funds | $2.6B |
| HOME DEPOT INCHD | 42 funds | $2.5B |
| UNITED THERAPEUTICS CORPUTHR | 42 funds | $2.1B |
Ranked by how many of LXEO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Otero Jose Manuel | Chief Operating Officer | Sell (S) | 5K | $21K |
| Jul 1, 2026 | Bhalla Narinder Pal | Chief Medical Officer | Sell (S) | 22K | $99K |
| Jul 1, 2026 | Townsend Richard Nolan | Chief Executive Officer, Director | Sell (S) | 26K | $116K |
| Jul 1, 2026 | Tamayo Louis Edward | Chief Financial Officer | Sell (S) | 5K | $21K |
| May 18, 2026 | Otero Jose Manuel | Chief Operating Officer | Sell (S) | 1K | $7K |
| May 18, 2026 | Townsend Richard Nolan | Chief Executive Officer, Director | Sell (S) | 3K | $17K |
| Apr 6, 2026 | Townsend Richard Nolan | Chief Executive Officer, Director | Sell (S) | 55K | $313K |
| Feb 18, 2026 | Townsend Richard Nolan | Chief Executive Officer, Director | Sell (S) | 10K | $65K |
| Feb 18, 2026 | Otero Jose Manuel | Chief Operating Officer | Sell (S) | 3K | $19K |
| Nov 18, 2025 | Otero Jose Manuel | Chief Operating Officer | Sell (S) | 721 | $7K |
| Nov 18, 2025 | Adler Eric | Chief Medical Officer | Sell (S) | 615 | $6K |
| Nov 18, 2025 | Robertson Jenny | Chief Legal Officer | Sell (S) | 549 | $5K |
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/LXEO/capital-change-brief"
Use Arkolith's capital_change_brief for LXEO. 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 LXEO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.