New Positions
39 managers initiated
Top five by reported value
Belite Bio Inc NASDAQ NMS - GLOBAL MARKET:BLTE
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
39 new17 added12 reduced5 exited
Total Institutional Holders
68
as of 2025-12-31
Top Holder
Darwin Global Management, Ltd.
$486.9M
Largest QoQ Increase
Darwin Global Management, Ltd.
+3,027,704 sh
Largest QoQ Decrease
RA CAPITAL MANAGEMENT, L.P.
-442,516 sh
New Positions(39)
Added To(17)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| RTW INVESTMENTS, LP | 715,332 | +402,832 | $114.4M | +$91.3M | 128.9% |
| MILLENNIUM MANAGEMENT LLC | 558,882 | +538,141 | $89.4M | +$87.9M | 2594.6% |
| PERCEPTIVE ADVISORS LLC | 414,239 | +364,451 | $66.3M | +$62.6M | 732.0% |
| EVENTIDE ASSET MANAGEMENT, LLC | 383,091 | +187,779 | $61.3M | +$46.8M | 96.1% |
| Point72 Asset Management, L.P. | 284,437 | +281,337 | $45.5M | +$45.3M | 9075.4% |
| UBS Group AG | 128,752 | +117,418 | $20.6M | +$19.8M | 1036.0% |
| MARSHALL WACE, LLP | 192,700 | +5,200 | $30.8M | +$16.9M | 2.8% |
| GOLDMAN SACHS GROUP INC | 44,599 | +40,893 | $7.1M | +$6.9M | 1103.4% |
| MORGAN STANLEY | 28,013 | +22,783 | $4.5M | +$4.1M | 435.6% |
| Quadrature Capital Ltd | 24,832 | +21,002 | $4.0M | +$3.7M | 548.4% |
| AMERIPRISE FINANCIAL INC | 13,221 | +10,190 | $2.1M | +$1.9M | 336.2% |
| STATE STREET CORP | 15,740 | +2,467 | $2.5M | +$1.5M | 18.6% |
| BANK OF AMERICA CORP /DE/ | 1,852 | +681 | $296.2K | +$209.6K | 58.1% |
| Virtus Investment Advisers, Inc. | 1,882 | +51 | $301.0K | +$165.6K | 2.8% |
| GAMMA Investing LLC | 1,779 | +21 | $284.6K | +$154.5K | 1.2% |
| Caitong International Asset Management Co., Ltd | 283 | +282 | $45.3K | +$45.2K | 28200.0% |
| ADVISOR GROUP HOLDINGS, INC. | 195 | +192 | $31.2K | +$31.0K | 6400.0% |
Reduced(12)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Soleus Capital Management, L.P. | 40,354 | -169,646 | $6.5M | -$9.1M | -80.8% |
| RA CAPITAL MANAGEMENT, L.P. | 432,484 | -442,516 | $69.2M | +$4.4M | -50.6% |
| JPMORGAN CHASE & CO | 3 | -9,806 | $480 | -$725.4K | -100.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 10,445 | -5,180 | $1.7M | +$514.5K | -33.1% |
| BNP PARIBAS ARBITRAGE, SNC | 2,448 | -9,101 | $391.6K | -$463.0K | -78.8% |
| High Net Worth Advisory Group LLC | 3,500 | 0 | $559.9K | +$300.9K | 0.0% |
| China Universal Asset Management Co., Ltd. | 500 | -4,500 | $80.0K | -$290.0K | -90.0% |
| EverSource Wealth Advisors, LLC | 1,598 | -108 | $255.6K | +$129.4K | -6.3% |
| CITIGROUP INC | 2,137 | -1,873 | $341.8K | +$45.1K | -46.7% |
| CITADEL ADVISORS LLC | 5,055 | -5,772 | $808.6K | +$7.4K | -53.3% |
| SBI Securities Co., Ltd. | 50 | -2 | $8.0K | +$4.2K | -3.8% |
| Rossby Financial, LCC | 13 | 0 | $2.1K | +$1.1K | 0.0% |
Sold Out(5)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Vestal Point Capital, LP | 0 | -312,500 | $0 | -$23.1M | — |
| Polymer Capital Management (HK) LTD | 0 | -7,266 | $0 | -$537.7K | — |
| Cubist Systematic Strategies, LLC | 0 | -4,650 | $0 | -$344.1K | — |
| RENAISSANCE TECHNOLOGIES LLC | 0 | -2,812 | $0 | -$208.1K | — |
| Aquatic Capital Management LLC | 0 | -41 | $0 | -$3.0K | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| Darwin Global Management, Ltd. | 3,027,704 | $486.9M | +3,027,704 | — |
| RTW INVESTMENTS, LP | 715,332 | $114.4M | +402,832 | 128.9% |
| MILLENNIUM MANAGEMENT LLC | 558,882 | $89.4M | +538,141 | 2594.6% |
| RA CAPITAL MANAGEMENT, L.P. | 432,484 | $69.2M | -442,516 | -50.6% |
| PERCEPTIVE ADVISORS LLC | 414,239 | $66.3M | +364,451 | 732.0% |
| EVENTIDE ASSET MANAGEMENT, LLC | 383,091 | $61.3M | +187,779 | 96.1% |
| Point72 Asset Management, L.P. | 284,437 | $45.5M | +281,337 | 9075.4% |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 233,813 | $37.4M | +233,813 | — |
| MARSHALL WACE, LLP | 192,700 | $30.8M | +5,200 | 2.8% |
| UBS Group AG | 128,752 | $20.6M | +117,418 | 1036.0% |
| BIOIMPACT CAPITAL LLC | 87,760 | $14.0M | +87,760 | — |
| Holocene Advisors, LP | 84,067 | $13.4M | +84,067 | — |
| FRED ALGER MANAGEMENT, LLC | 79,394 | $12.7M | +79,394 | — |
| Western Standard LLC | 60,026 | $9.6M | +60,026 | — |
| GOLDMAN SACHS GROUP INC | 44,599 | $7.1M | +40,893 | 1103.4% |
| Soleus Capital Management, L.P. | 40,354 | $6.5M | -169,646 | -80.8% |
| ADAR1 Capital Management, LLC | 39,839 | $6.4M | +39,839 | — |
| JANE STREET GROUP, LLC | 32,318 | $5.2M | +32,318 | — |
| MORGAN STANLEY | 28,013 | $4.5M | +22,783 | 435.6% |
| Squadron Capital Management LLC | 26,000 | $4.2M | +26,000 | — |
New & Closed Positions this quarter
Closed Positions
5 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for BLTE against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.