AMLX
Amylyx Pharmaceuticals, Inc. · Healthcare · Biotechnology
Señales de momentum (gestores comparables):
amplitud de titulares -6.7% ·
flujo de acciones +16.1% ·
nuevas posiciones netas -7.1%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 79 | +11 | 60.68M | $1.09B | +14 | −2 |
| Q1 2026 | 70 | -3 | 62.54M | $868.96M | +6 | −9 |
| Q4 2025 | 73 | 0 | 62.47M | $754.72M | — | — |
| Q3 2025 | 18 | +1 | 42.12M | $572.37M | +1 | — |
| Q2 2025 | 14 | -1 | 33.34M | $213.68M | — | −1 |
| Q1 2025 | 12 | +1 | 15.66M | $55.46M | +2 | −1 |
| Q4 2024 | 11 | 0 | 5.41M | $20.47M | +1 | −1 |
| Q3 2024 | 10 | +2 | 5.23M | $16.93M | +2 | — |
| Q2 2024 | 8 | — | 10.16M | $19.31M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Adage Capital Partners ✦ | 8.80M | +54.5% | $56.41M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 5.51M | — | $35.32M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 5.51M | — | $35.32M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 5.51M | — | $35.32M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 5.51M | — | $35.32M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 5.51M | — | $35.32M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 5.51M | — | $35.32M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 5.51M | — | $35.32M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Point72 Asset Management ✦ | 4.54M | +394.7% | $29.08M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | The Vanguard Group ✦ (pasivo) | 4.50M | — | $28.83M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | The Vanguard Group ✦ (pasivo) | 4.50M | — | $28.83M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | The Vanguard Group ✦ (pasivo) | 4.50M | — | $28.83M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 3.05M | — | $19.54M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 3.05M | — | $19.54M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Geode Capital Management ✦ (pasivo) | 1.69M | +109.9% | $10.85M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Geode Capital Management ✦ (pasivo) | 1.69M | +109.9% | $10.85M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Millennium Management ✦ | 1.51M | -50.9% | $9.69M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 1.24M | -54.9% | $7.97M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | State Street Global Advisors ✦ (pasivo) | 1.01M | +285.4% | $6.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 558.85K | -26.7% | $3.58M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Renaissance Technologies ✦ | 396.20K | -23.1% | $2.54M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | Wellington Management ✦ | 288.62K | -0.7% | $1.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wellington Management ✦ | 288.62K | -0.7% | $1.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wellington Management ✦ | 288.62K | -0.7% | $1.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | D. E. Shaw & Co. ✦ | 151.50K | -43.9% | $971,128 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | D. E. Shaw & Co. ✦ | 151.50K | -43.9% | $971,128 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | T. Rowe Price ✦ | 91.39K | +58.4% | $586,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Marshall Wace | $875,353 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 170 tenedores, 113.99M acciones, $1.58B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.