| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PERCEPTIVE ADVISORS LLC | $85.7M | 11.9M | ▲+0.6% Added · +73K sh | Q1 2026 | |
| 2 | Bain Capital Life Sciences Investors, LLC | $70.6M | 9.8M | ▲+24% Added · +1.9M sh | Q1 2026 | |
| 3 | RA CAPITAL MANAGEMENT, L.P. | $67.2M | 9.3M | ▲+61% Added · +3.5M sh | Q1 2026 | |
| 4 | Siren, L.L.C. | $55.4M | 7.7M | —Held | Q1 2026 | |
| 5 | Vestal Point Capital, LP | $36.0M | 5.0M | ▼−14% Reduced · −815K sh | Q1 2026 | |
| 6 | BlackRock, Inc. | $35.7M | 5.0M | ▲+1.8% Added · +89K sh | Q1 2026 | |
| 7 | JANUS HENDERSON GROUP PLC | $28.9M | 4.0M | ▲New +4.0M sh | Q1 2026 | |
| 8 | FMR LLC | $26.0M | 3.6M | ▲+78% Added · +1.6M sh | Q1 2026 | |
| 9 | Deep Track Capital, LP | $25.7M | 3.6M | ▲New +3.6M sh | Q1 2026 | |
| 10 | ARMISTICE CAPITAL, LLC | $23.0M | 3.2M | ▲+23% Added · +588K sh | Q1 2026 | |
| 11 | VANGUARD CAPITAL MANAGEMENT LLC | $19.3M | 2.7M | ▲New +2.7M sh | Q1 2026 | |
| 12 | CITADEL ADVISORS LLC | $18.7M | 2.6M | ▼−2.5% Reduced · −67K sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $17.6M | 2.4M | ▲New +2.4M sh | Q1 2026 | |
| 14 | Alyeska Investment Group, L.P. | $16.4M | 2.3M | ▲+35% Added · +597K sh | Q1 2026 | |
| 15 | FRANKLIN RESOURCES INC | $15.8M | 2.2M | ▲+37% Added · +594K sh | Q1 2026 | |
| 16 | Point72 Asset Management, L.P. | $14.8M | 2.1M | ▼−15% Reduced · −365K sh | Q1 2026 | |
| 17 | Redmile Group, LLC | $14.5M | 2.0M | ▲+8.1% Added · +151K sh | Q1 2026 | |
| 18 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $12.6M | 1.8M | ▲+25% Added · +357K sh | Q1 2026 | |
| 19 | GEODE CAPITAL MANAGEMENT, LLC | $9.3M | 1.3M | ▲+2.3% Added · +29K sh | Q1 2026 | |
| 20 | Nantahala Capital Management, LLC | $8.4M | 1.2M | ▼−27% Reduced · −438K sh | Q1 2026 | |
| 21 | STATE STREET CORP | $8.1M | 1.1M | ▲+3.5% Added · +38K sh | Q1 2026 | |
| 22 | DIMENSIONAL FUND ADVISORS LP | $6.9M | 956K | ▲+41% Added · +277K sh | Q1 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $6.7M | 936K | ▼−7.0% Reduced · −71K sh | Q1 2026 | |
| 24 | Ally Bridge Group (NY) LLC | $5.5M | 767K | ▲+85% Added · +353K sh | Q1 2026 | |
| 25 | BLAIR WILLIAM & CO/IL | $4.7M | 651K | ▲New +651K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 38 funds | $15.6B |
| AMAZON.COM INCAMZN | 38 funds | $13.9B |
| ALPHABET INC-CL AGOOGL | 38 funds | $10.3B |
| META PLATFORMS INC-CLASS AMETA | 38 funds | $8.0B |
| NVIDIA CORPNVDA | 37 funds | $24.8B |
| BROADCOM INCAVGO | 37 funds | $9.2B |
| ELI LILLY & COLLY | 37 funds | $3.7B |
| CHEVRON CORPCVX | 37 funds | $2.1B |
| UNITEDHEALTH GROUP INCUNH | 37 funds | $1.8B |
| BOSTON SCIENTIFIC CORPBSX | 37 funds | $1.0B |
| AIRBNB INC-CLASS AABNB | 37 funds | $773.2M |
| MICRON TECHNOLOGY INCMU | 36 funds | $5.2B |
Ranked by how many of SLDB's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 18, 2026 | Tan Kevin | CFO & Treasurer | Sell (S) | 5K | $31K |
| Feb 18, 2026 | Brooks Gabriel | Chief Medical Officer | Sell (S) | 0 | $0 |
| Feb 18, 2026 | Howton David T | Chief Operating Officer | Sell (S) | 7K | $43K |
| Feb 18, 2026 | Herzich Paul | Chief Technology Officer | Sell (S) | 4K | $21K |
| Feb 18, 2026 | Ganot Ilan | Director | Sell (S) | 3K | $15K |
| Feb 18, 2026 | Hanrahan Jessie | Chief Regulatory Officer | Sell (S) | 4K | $24K |
| Feb 18, 2026 | Cumbo Alexander | President and CEO, Director | Sell (S) | 17K | $97K |
| Feb 4, 2026 | Herzich Paul | Chief Technology Officer | Sell (S) | 11K | $70K |
| Feb 4, 2026 | Hanrahan Jessie | Chief Regulatory Officer | Sell (S) | 12K | $80K |
| Feb 4, 2026 | Brooks Gabriel | Chief Medical Officer | Sell (S) | 13K | $81K |
| Feb 4, 2026 | Tan Kevin | CFO & Treasurer | Sell (S) | 15K | $95K |
| Feb 4, 2026 | Ganot Ilan | Director | Sell (S) | 7K | $46K |
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/SLDB/capital-change-brief"
Use Arkolith's capital_change_brief for SLDB. 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 SLDB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.