Transactions disclosed by company insiders to the SEC on Form 4, most recent first.
| Insider | Role | Date | Shares | Value |
|---|---|---|---|---|
| Zaderej Karen L. | Insider | 2026-08-18 | 10,600 | $52,258 |
Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.
| Fund | Change | Quarter |
|---|---|---|
| Commodore Capital LP | Commodore Capital LP increased this position by 81% ($36,414,250 -> $65,780,000). | 2026-06-30 |
| PERCEPTIVE ADVISORS LLC | PERCEPTIVE ADVISORS LLC opened a new position worth $28,600,000. | 2026-06-30 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | ADAGE CAPITAL PARTNERS GP, L.L.C. increased this position by 62% ($42,537,000 -> $69,037,426). | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | RENAISSANCE TECHNOLOGIES LLC exited a position previously worth $1,511,997. | 2026-06-30 |
| MONTANOVA CAPITAL, LLC | MONTANOVA CAPITAL, LLC increased this position by 11% ($106,940,274 -> $118,638,163). | 2026-06-30 |
| TWO SIGMA INVESTMENTS, LP | TWO SIGMA INVESTMENTS, LP increased this position by 205% ($5,546,760 -> $16,890,345). | 2026-06-30 |
| Sixth Street Partners Management Company, L.P. | Sixth Street Partners Management Company, L.P. opened a new position worth $9,260,866. | 2026-06-30 |
| Balyasny Asset Management L.P. | Balyasny Asset Management L.P. increased this position by 40% ($18,545,320 -> $25,916,719). | 2026-06-30 |
Largest reported positions as of 2026-06-30.
| Fund | Value | Shares |
|---|---|---|
| MONTANOVA CAPITAL, LLC | $118,638,163 | 8,296,375 |
| Cormorant Asset Management, LP | $100,100,000 | 7,000,000 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $69,037,426 | 4,827,792 |
| Commodore Capital LP | $65,780,000 | 4,600,000 |
| Jupiter Topco LLC | $53,391,553 | 3,734,981 |
| VANGUARD CAPITAL MANAGEMENT LLC | $51,912,604 | 3,630,252 |
| Paradigm Biocapital Advisors LP | $41,332,677 | 2,890,397 |
| Aberdeen Group plc | $28,725,869 | 2,008,802 |
| PERCEPTIVE ADVISORS LLC | $28,600,000 | 2,000,000 |
| Balyasny Asset Management L.P. | $25,916,719 | 1,812,358 |
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