ADAR1 Capital Management’s Alector ALEC Stock Holding History

ADAR1 Capital Management’s Portfolio ALEC Stock Details ALEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.8M	Buy	2,883,583 +1,833,583	+175%	+$3.93M	0.27%	88
2026 Q1	$2.26M	Sell	1,050,000 -58,000	-5%	-$116K	0.13%	118
2025 Q4	$1.73M	Buy	+1,108,000	New	+$1.97M	0.13%	109
2025 Q3	–	Sell	-1,723,526	Closed	-$2.41M	–	219
2025 Q2	$2.41M	Buy	1,723,526 +1,343,196	+353%	+$1.68M	0.37%	49
2025 Q1	$468K	Buy	380,330 +12,000	+3%	+$19.5K	0.09%	108
2024 Q4	$696K	Sell	368,330 -60,472	-14%	-$228K	0.14%	97
2024 Q3	$2M	Buy	428,802 +233,491	+120%	+$1.25M	0.33%	52
2024 Q2	$887K	Buy	195,311 +142,811	+272%	+$735K	0.17%	70
2024 Q1	$316K	Buy	+52,500	New	+$343K	0.07%	101

Other funds holding ALEC

TCM

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

KCM

Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return

Merck & Co Rahway, New Jersey $526M AUM 175.27% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

6CM

683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

ADAR1 Capital Management's ALEC Position: Q2 2026 in Review

ADAR1 Capital Management increased its Alector (ALEC) stake by 175% in Q2 2026, buying an estimated $3.93M and bringing the position to 2,883,583 shares worth $5.8M. The position accounts for 0.27% of the portfolio, ranked #88.

ADAR1 Capital Management first reported a position in ALEC in Q1 2024 and has held it in 9 quarters since. 141 funds tracked by Wall St. Rank hold ALEC as of Q2 2026.

ADAR1 Capital Management held 2,883,583 shares of Alector worth $5.8M as of Q2 2026.
ADAR1 Capital Management bought 1,833,583 Alector shares in Q2 2026, an estimated $3.93M.
Alector made up 0.27% of ADAR1 Capital Management's portfolio in Q2 2026, its #88 holding.
ADAR1 Capital Management first reported a position in Alector in Q1 2024 and has held it in 9 quarters since.
141 funds tracked by Wall St. Rank held Alector as of Q2 2026.

Based on ADAR1 Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.