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Portfolio (Quarterly) Guide ↗

Opaleye Management Inc.

· CIK 0001595855
13F Portfolio $758M AUM 54 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 21 New 14 Added 7 Reduced 10 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LQDA LIQUIDIA CORPORATION Healthcare 2,435,000.0 $85.0M 11.21% -180K -6.9% $34.90 +77.6%
2 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 330,000.0 $35.3M 4.66% -132K -28.5% $107.04 -15.3%
3 CDXS CODEXIS INC Healthcare 6,789,738.0 $11.1M 1.46% -6.0M -46.9% $1.63 +55.2%
4 ALMS ALUMIS INC Healthcare 535,000.0 $5.2M 0.69% -130K -19.6% $9.76 +127.2%
5 PLX PROTALIX BIOTHERAPEUTICS INC Healthcare 2,478,176.0 $4.5M 0.59% -102K -4.0% $1.80 +11.7%
6 TRVI TREVI THERAPEUTICS INC Healthcare 345,100.0 $4.3M 0.57% -45K -11.5% $12.52 +10.9%
7 ADGM ADAGIO MED HLDGS INC Healthcare 18,444.0 $19K 0.00% -92K -83.3% $1.04 -18.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 100.0%