Among active 13F managers last quarter, 26 opened and none reduced or exited; the largest holder to move was SR One Capital Management, LP (new position). Over the last 180 days, 7 insiders bought and 1 insider sold, a net +$75.3M in open-market trades.
Funds lean in and no leg opposes.
34 tracked 13F filers disclose a position in ODTX as of the latest SEC 13F filings, a combined $585.6M 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 5.2M | $96.9M | ▲New +5.2M sh | Q2 2026 | |
| 2 | SR One Capital Management, LP | 3.8M | $71.0M | ▲New +3.8M sh | Q2 2026 | |
| 3 | TPG GP A, LLC | 3.7M | $69.0M | ▲New +3.7M sh | Q2 2026 | |
| 4 | Lightspeed Management Company, L.L.C. | 3.6M | $67.5M | ▲New +3.6M sh | Q2 2026 | |
| 5 | Orbimed Advisors LLC | 3.0M | $56.2M | ▲New +3.0M sh | Q2 2026 | |
| 6 | Sanofi | 2.0M | $37.3M | ▲New +2.0M sh | Q2 2026 | |
| 7 | Deerfield Management Company, L.P. | 1.0M | $19.6M | ▲New +1.0M sh | Q2 2026 | |
| 8 | Sands Capital Alternatives, LLC | 875K | $16.4M | ▲New +875K sh | Q2 2026 | |
| 9 | HHLR Advisors, LTD. | 832K | $15.6M | ▲New +832K sh | Q2 2026 | |
| 10 | General Catalyst Group Management, LLC | 810K | $15.2M | ▲New +810K sh | Q2 2026 | |
| 11 | Vanguard Capital Management LLC | 720K | $13.5M | ▲New +720K sh | Q2 2026 | |
| 12 | Foresite Capital Management V, LLC | 713K | $13.3M | ▲New +713K sh | Q2 2026 | |
| 13 | Vivo Capital, LLC | 575K | $10.8M | ▲New +575K sh | Q2 2026 | |
| 14 | EcoR1 Capital, LLC | 556K | $10.4M | ▲New +556K sh | Q2 2026 | |
| 15 | Logos Global Management LP | 522K | $9.8M | ▲New +522K sh | Q2 2026 | |
| 16 | Price T Rowe Associates Inc | 472K | $8.8M | ▲New +472K sh | Q2 2026 | |
| 17 | Catalio Capital Management, LP | 458K | $8.6M | ▲New +458K sh | Q2 2026 | |
| 18 | Redmile Group, LLC | 425K | $8.0M | ▲New +425K sh | Q2 2026 | |
| 19 | Woodline Partners LP | 346K | $6.5M | ▲New +346K sh | Q2 2026 | |
| 20 | Boxer Capital Management, LLC | 275K | $5.1M | ▲New +275K sh | Q2 2026 | |
| 21 | BlackRock, Inc. | 241K | $4.5M | ▲New +241K sh | Q2 2026 | |
| 22 | Citadel Advisors LLC | 222K | $4.2M | ▲New +222K sh | Q2 2026 | |
| 23 | Siren, L.L.C. | 200K | $3.7M | ▲New +200K sh | Q2 2026 | |
| 24 | Geode Capital Management, LLC | 189K | $3.5M | ▲New +189K sh | Q2 2026 | |
| 25 | Cormorant Asset Management, LP | 175K | $3.3M | ▲New +175K sh | Q2 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.
Last quarter, 26 funds opened a new position in ODTX, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Revolution Medicines IncRVMD | 13 funds | $1.8B |
| Abivax Sa-ADRABVX | 13 funds | $993.8M |
| Praxis Precision Medicines IPRAX | 12 funds | $1.2B |
| Cogent Biosciences IncCOGT | 12 funds | $748.0M |
| Dianthus Therapeutics IncDNTH | 12 funds | $722.8M |
| Xenon Pharmaceuticals IncXENE | 12 funds | $607.6M |
| Definium Therapeutics IncDFTX | 12 funds | $559.5M |
| Erasca IncERAS | 11 funds | $802.6M |
| Disc Medicine IncIRON | 11 funds | $475.8M |
| Spyre Therapeutics IncSYRE | 11 funds | $449.9M |
| Mineralys Therapeutics IncMLYS | 11 funds | $387.2M |
| Structure Therapeutics IncGPCR | 11 funds | $340.5M |
Ranked by how many of ODTX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ODTX.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 11, 2026 | Chu Shelley | Director | Buy (P) | 11K | $200K |
| May 11, 2026 | Li Nan (LN) | Director | Buy (P) | 1.1M | $20.0M |
| May 11, 2026 | Sr One Capital Management, Llc | 10% Owner | Sell (S) 3 lots, same day | 2K | $32K |
| May 11, 2026 | Sr One Capital Management, Llc | 10% Owner | Buy (P) 3 lots, same day | 556K | $10.0M |
| May 11, 2026 | Tpg Gp A, Llc | Insider | Buy (P) | 1.4M | $25.0M |
| May 8, 2026 | Leiden Jeffrey M | Director | Buy (P) | 5K | $100K |
| May 8, 2026 | Haas Jason | Chief Financial Officer | Buy (P) | 1K | $20K |
| May 8, 2026 | Dimension Capital II, L.P. | Director | Buy (P) | 1.1M | $20.0M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 0 | 0 | – |
Insiders Form 4 open-market | 7 | 1 | +$75.3M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for ODTX
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/ODTX/capital-change-brief"
Use Arkolith's capital_change_brief for ODTX. 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 ODTX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.