AAA
BLTE

Affinity Asset Advisors’s Belite Bio BLTE Stock Holding History

Affinity Asset Advisors’s Portfolio BLTE Stock Details BLTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.4M Buy
165,000
+100,000
+154% +$15.3M 1.15% 26
2026
Q1 		$10.4M Buy
65,000
+45,000
+225% +$7.57M 0.54% 47
2025
Q4 		$3.2M Buy
+20,000
New +$2.37M 0.18% 73

Other funds holding BLTE

DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Affinity Asset Advisors's BLTE Position: Q2 2026 in Review

Affinity Asset Advisors increased its Belite Bio (BLTE) stake by 154% in Q2 2026, buying an estimated $15.3M and bringing the position to 165,000 shares worth $25.4M. The position accounts for 1.15% of the portfolio, ranked #26.

Affinity Asset Advisors first reported a position in BLTE in Q4 2025 and has held it in 3 quarters since. 81 funds tracked by Wall St. Rank hold BLTE as of Q2 2026.

  • Affinity Asset Advisors held 165,000 shares of Belite Bio worth $25.4M as of Q2 2026.
  • Affinity Asset Advisors bought 100,000 Belite Bio shares in Q2 2026, an estimated $15.3M.
  • Belite Bio made up 1.15% of Affinity Asset Advisors's portfolio in Q2 2026, its #26 holding.
  • Affinity Asset Advisors first reported a position in Belite Bio in Q4 2025 and has held it in 3 quarters since.
  • 81 funds tracked by Wall St. Rank held Belite Bio as of Q2 2026.

Based on Affinity Asset Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.