Transactions disclosed by company insiders to the SEC on Form 4, most recent first.
| Insider | Role | Date | Shares | Value |
|---|---|---|---|---|
| Nath Kabir | Chief Executive Officer | 2026-08-03 | 5,962 | $67,073 |
Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.
| Fund | Change | Quarter |
|---|---|---|
| Logos Global Management LP | Logos Global Management LP opened a new position worth $31,837,500. | 2026-06-30 |
| BIT Capital GmbH | BIT Capital GmbH increased this position by 365% ($19,306,524 -> $89,835,478). | 2026-06-30 |
| TWO SIGMA INVESTMENTS, LP | TWO SIGMA INVESTMENTS, LP increased this position by 343% ($14,286,749 -> $63,257,363). | 2026-06-30 |
| TANG CAPITAL MANAGEMENT LLC | TANG CAPITAL MANAGEMENT LLC increased this position by 220% ($22,132,166 -> $70,750,000). | 2026-06-30 |
| RTW INVESTMENTS, LP | RTW INVESTMENTS, LP increased this position by 158% ($58,797,117 -> $151,418,782). | 2026-06-30 |
| Point72 Asset Management, L.P. | Point72 Asset Management, L.P. increased this position by 28316% ($130,508 -> $37,085,424). | 2026-06-30 |
| ARK Investment Management LLC | ARK Investment Management LLC increased this position by 168% ($18,254,806 -> $48,845,310). | 2026-06-30 |
| Deep Track Capital, LP | Deep Track Capital, LP increased this position by 156% ($67,253,073 -> $172,085,168). | 2026-06-30 |
Largest reported positions as of 2026-06-30.
| Fund | Value | Shares |
|---|---|---|
| Deep Track Capital, LP | $172,085,168 | 12,161,496 |
| RTW INVESTMENTS, LP | $151,418,782 | 10,700,974 |
| BIT Capital GmbH | $89,835,478 | 6,348,797 |
| TANG CAPITAL MANAGEMENT LLC | $70,750,000 | 5,000,000 |
| TWO SIGMA INVESTMENTS, LP | $63,257,363 | 4,470,485 |
| ARK Investment Management LLC | $48,845,310 | 3,451,965 |
| Point72 Asset Management, L.P. | $37,085,424 | 2,620,878 |
| Logos Global Management LP | $31,837,500 | 2,250,000 |
| Eagle Health Investments LP | $29,155,042 | 2,060,427 |
| DAFNA Capital Management LLC | $28,469,121 | 2,011,952 |
Data compiled from public SEC filings. This is informational reporting, not investment advice.
Blue Owl Capital Holdings LP’s portfolio moves, tracked quarter by quarter, based on its SEC Form 13F filings. These filings offer a quarterly snapshot of U.S. equity holdings for institutional investment managers, revealing what a fund added, trimmed, or exited entirely. They do not show exact trade dates or the reasoning behind a move, but … Read more