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Almitas Capital’s Amylyx Pharmaceuticals AMLX Stock Holding History

Almitas Capital’s Portfolio AMLX Stock Details AMLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.5M Sell
974,881
-1,147,716
-54% -$17.7M 4.2% 4
2026
Q1 		$29.5M Hold
2,122,597
– – 6.67% 4
2025
Q4 		$25.6M Hold
2,122,597
– – 5.65% 3
2025
Q3 		$28.8M Hold
2,122,597
– – 6.6% 3
2025
Q2 		$13.6M Hold
2,122,597
– – 3.43% 4
2025
Q1 		$7.51M Buy
2,122,597
+90,227
+4% +$321K 2.49% 5
2024
Q4 		$7.68M Buy
2,032,370
+43,807
+2% +$206K 1.68% 11
2024
Q3 		$6.44M Buy
1,988,563
+84,712
+4% +$190K 2.28% 12
2024
Q2 		$3.62M Buy
+1,903,851
New +$3.69M 1.5% 20

Other funds holding AMLX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
CC
Commodore Capital New York $1.68B AUM 375.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
SVCM
Saturn V Capital Management Austin, Texas $697M AUM 628.57% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Almitas Capital's AMLX Position: Q2 2026 in Review

Almitas Capital reduced its Amylyx Pharmaceuticals (AMLX) stake by 54% in Q2 2026, selling an estimated $17.7M and leaving 974,881 shares worth $17.5M. The position accounts for 4.2% of the portfolio, ranked #4.

Almitas Capital first reported a position in AMLX in Q2 2024 and has held it in 9 quarters since. The position peaked at $29.5M in Q1 2026. 207 funds tracked by Wall St. Rank hold AMLX as of Q2 2026.

  • Almitas Capital held 974,881 shares of Amylyx Pharmaceuticals worth $17.5M as of Q2 2026.
  • Almitas Capital sold 1,147,716 Amylyx Pharmaceuticals shares in Q2 2026, an estimated $17.7M.
  • Amylyx Pharmaceuticals made up 4.2% of Almitas Capital's portfolio in Q2 2026, its #4 holding.
  • Almitas Capital first reported a position in Amylyx Pharmaceuticals in Q2 2024 and has held it in 9 quarters since.
  • Almitas Capital's Amylyx Pharmaceuticals position peaked at $29.5M in Q1 2026.
  • 207 funds tracked by Wall St. Rank held Amylyx Pharmaceuticals as of Q2 2026.

Based on Almitas Capital's 13F filing for Q2 2026, filed 17 Aug 2026.