Among active 13F managers last quarter, 15 opened and none reduced or exited; the largest holder to move was Perceptive Advisors LLC (new position). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
15 tracked 13F filers disclose a position in RACC as of the latest SEC 13F filings, a combined $57.0M 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 | Perceptive Advisors LLC | 750K | $8.0M | ▲New +750K sh | Q2 2026 | |
| 2 | TCG Crossover Management, LLC | 500K | $5.3M | ▲New +500K sh | Q2 2026 | |
| 3 | BVF Inc | 500K | $5.3M | ▲New +500K sh | Q2 2026 | |
| 4 | Commodore Capital LP | 500K | $5.3M | ▲New +500K sh | Q2 2026 | |
| 5 | Trails Edge Capital Partners, LP | 500K | $5.3M | ▲New +500K sh | Q2 2026 | |
| 6 | Spruce Street Capital LP | 500K | $5.3M | ▲New +500K sh | Q2 2026 | |
| 7 | Braidwell LP | 400K | $4.3M | ▲New +400K sh | Q2 2026 | |
| 8 | Cormorant Asset Management, LP | 370K | $4.0M | ▲New +370K sh | Q2 2026 | |
| 9 | Silverarc Capital Management, LLC | 360K | $3.9M | ▲New +360K sh | Q2 2026 | |
| 10 | Venrock Adviser, LLC | 300K | $3.2M | ▲New +300K sh | Q2 2026 | |
| 11 | Foresite Capital Management VI LLC | 300K | $3.2M | ▲New +300K sh | Q2 2026 | |
| 12 | J. Goldman & Co LP | 178K | $1.9M | ▲New +178K sh | Q2 2026 | |
| 13 | Logos Global Management LP | 100K | $1.1M | ▲New +100K sh | Q2 2026 | |
| 14 | Aristeia Capital, L.L.C. | 50K | $535K | ▲New +50K sh | Q2 2026 | |
| 15 | Lineage Point Capital LP | 23K | $249K | ▲New +23K 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, 15 funds opened a new position in RACC, 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 |
|---|---|---|
| Cogent Biosciences IncCOGT | 8 funds | $487.1M |
| Avalo Therapeutics IncAVTX | 8 funds | $194.1M |
| Spyre Therapeutics IncSYRE | 7 funds | $995.8M |
| Dianthus Therapeutics IncDNTH | 7 funds | $560.1M |
| Enliven Therapeutics IncELVN | 7 funds | $271.4M |
| Abivax Sa-ADRABVX | 6 funds | $1.1B |
| Revolution Medicines IncRVMD | 6 funds | $872.6M |
| Oruka Therapeutics IncORKA | 6 funds | $634.8M |
| Relay Therapeutics IncRLAY | 6 funds | $631.8M |
| Helix Acquisition Corp-CL AHLXC | 6 funds | $54.2M |
| Praxis Precision Medicines IPRAX | 5 funds | $1.0B |
| Erasca IncERAS | 5 funds | $691.2M |
Ranked by how many of RACC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RACC.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
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 | 0 | 0 | $0 |
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 RACC
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/RACC/capital-change-brief"
Use Arkolith's capital_change_brief for RACC. 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 RACC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.