Smart Money Radar / Tickers / LKFT

LKFT

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
32
of 89 total, index funds excluded
This quarter
+6
8 out
Conviction
2 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2016Mar 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)
Jun 23 Mar 26

Top holders

by reported value · $938M held
FundValueNote
GILEAD SCIENCES, INC. $501M
TANG CAPITAL MANAGEMENT LLC $114M
Madison Avenue Partners, LP $74M
EcoR1 Capital, LLC $50M
Prosight Management, LP $46M
AMERIPRISE FINANCIAL INC $43M
DME Capital Management, LP $14M
SEGALL BRYANT & HAMILL, LLC $13M
Steve Cohen $10M famous whale
RENAISSANCE TECHNOLOGIES LLC $9M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
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.