StockDriftsStockDriftsTop 5 Alerce Investment Management, L.p. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ANNX | ANNEXON INC | 66.89% | 7.41M | $38.0M | +0.00%(+0) | — | 2024-12-31 | |
| AKBA | AKEBIA THERAPEUTICS INC | 19.23% | 5.75M | $10.9M | +0.00%(+0) | — | 2024-12-31 | |
| VRNA | VERONA PHARMA PLC | 7.19% | 88.0K | $4.1M | -57.26%(-117.88K) | — | 2024-12-31 | |
| AMWL | AMERICAN WELL CORP | 6.69% | 523.8K | $3.8M | +0.00%(+0) | — | 2024-12-31 | |
| WHWK | AADI BIOSCIENCE INC | 0% | 659 | $2K | +0.00%(+0) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Alerce Investment Management, L.p. reports $56.80M in US-listed equity holdings across 5 positions in its most recent 13F filing. Its largest disclosed positions are ANNX (66.9%), AKBA (19.2%) and VRNA (7.2%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Alerce Investment Management, L.p.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1844002). View Alerce Investment Management, L.p.’s 13F filings on SEC