| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 10, 2026 | Cedar Grove Capital Management | -23.0% | -23.0% | ABVX, EVLV, HIMS, KITS.TO, LNSR, MTY.TO, NKTR, OSW, REAL, SNWV, TOI, WW | Biotechnology, consumer, healthcare, Long/Short, Multi-Strategy, small cap, special situations | MTY.TO NKTR ABVX TOI SNWV EVLV REAL KITS.TO |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 23, 2026 | Fund Letters | Cedar Grove Capital Management | Abivax | Biotechnology | Biotechnology | Bull | NASDAQ | acquisition target, biotechnology, Commercialization, French, Maintenance Data, Phase 3, Special situations, Ulcerative Colitis | View Pitch |
| Feb 4, 2026 | Twitter / X | @A_May_MD | ABIVAX Société Anonyme | Biotechnology | Biotechnology | Bull | NASDAQ Global Market | biopharma, biotechnology, france, FundFlows, Immunology, mergers, MicroRNA, takeover, UlcerativeColitis | View Pitch |
| Jan 22, 2026 | Twitter / X | @A_May_MD | Abivax SA | Health Care | Biotechnology | Bull | NASDAQ | Abvx, Colitis, cybersecurity, Europe, france, Induction, Readout, Slide | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Willow Tree Research | Abivax | Health Care | Biotechnology | Bull | NASDAQ | — | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| Peter Chernin | TCG Crossover | $3.0B | $959.0M | 31.74% | 7,111,596 | +1,055,000 | +17.42% | 9.5193% |
| Neil Kumar | Ikarian Capital | $1.2B | $29.1M | 2.27% | 205,985 | -190,113 | -48.00% | 0.2891% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $3.8M | 0.01% | 28,536 | -37,230 | -56.61% | 0.0382% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $324.9M | 0.37% | 2,409,154 | -516,198 | -17.65% | 3.2248% |
| Robert Pohly | Samlyn Capital | $6.3B | $11.4M | 0.18% | 84,286 | +84,286 | +100.00% | 0.1128% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $18.2M | 0.02% | 135,000 | +198,102 | +123.64% | 0.1807% |
| Michel Massoud | Melqart Asset Management | $1.0B | $4.4M | 0.44% | 32,991 | -31,166 | -48.58% | 0.0442% |
| Israel Englander | Millennium Management LLC | $233.2B | $99.9M | 0.04% | 741,060 | -358,970 | -32.63% | 0.9920% |
| Joseph Edelman | Perceptive Advisors | $5.6B | $61.8M | 1.10% | 458,343 | +69,735 | +17.94% | 0.6135% |
| Tom Steyer | Farallon Capital Management | $21.2B | $52.2M | 0.25% | 387,000 | -1,223,000 | -75.96% | 0.5180% |
| Rich Handler | Jefferies | $19.3B | $61.7M | 0.32% | 457,325 | +457,325 | +100.00% | 0.6122% |