LBRX
Pharmaceuticals, Biotechnology & Life Sciences
CROWD: GREEN
Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
26
of 77 total, index funds excluded
Conviction
54 bps
median holder weight: modest
Streak
1q
consecutive rising quarters
The crowd, 2016 to now
active holders per quarter
2025Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.
The tide
funds in (up) vs out (down)
Top holders
by reported value · $692M held
| Fund | Value | Note |
|---|
| Deep Track Capital, LP |
$83M |
|
| BlackRock, Inc. |
$61M |
|
| RA CAPITAL MANAGEMENT, L.P. |
$54M |
|
| TCG Crossover Management, L… |
$45M |
|
| Commodore Capital LP |
$37M |
|
| Caligan Partners LP |
$35M |
|
| Spruce Street Capital LP |
$34M |
|
| JPMORGAN CHASE & CO |
$33M |
|
| Trails Edge Capital Partner… |
$33M |
|
| Nantahala Capital Managemen… |
$26M |
|
Tourists vs true believers
every holder a dot · right = bigger bet in their own book, up = patient money
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.