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David Shaw’s Alector ALEC Stock Holding History

David Shaw’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 		$5.95M Sell
2,959,983
-372,852
-11% -$799K ﹤0.01% 2259
2026
Q1 		$7.17M Buy
3,332,835
+967,684
+41% +$1.94M ﹤0.01% 1896
2025
Q4 		$3.69M Buy
2,365,151
+1,386,947
+142% +$2.46M ﹤0.01% 2565
2025
Q3 		$2.9M Buy
978,204
+444,004
+83% +$978K ﹤0.01% 2684
2025
Q2 		$748K Buy
534,200
+64,899
+14% +$81.2K ﹤0.01% 3430
2025
Q1 		$577K Buy
469,301
+100,324
+27% +$163K ﹤0.01% 3422
2024
Q4 		$697K Buy
368,977
+177,985
+93% +$670K ﹤0.01% 3422
2024
Q3 		$890K Sell
190,992
-161,251
-46% -$865K ﹤0.01% 3363
2024
Q2 		$1.6M Buy
352,243
+22,618
+7% +$116K ﹤0.01% 2854
2024
Q1 		$1.98M Buy
329,625
+145,478
+79% +$951K ﹤0.01% 2636
2023
Q4 		$1.47M Buy
184,147
+65,129
+55% +$386K ﹤0.01% 2885
2023
Q3 		$771K Buy
119,018
+100,823
+554% +$653K ﹤0.01% 3219
2023
Q2 		$109K Buy
+18,195
New +$127K ﹤0.01% 3820
2021
Q4 		– Sell
-38,548
Closed -$880K – 5356
2021
Q3 		$880K Buy
38,548
+471
+1% +$13.2K ﹤0.01% 3706
2021
Q2 		$793K Buy
+38,077
New +$718K ﹤0.01% 3732
2021
Q1 		– Sell
-12,902
Closed -$195K – 4010
2020
Q4 		$195K Buy
+12,902
New +$160K ﹤0.01% 3737

Other funds holding ALEC

TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
MC
Merck & Co Rahway, New Jersey $526M AUM 175.27% 1-Year Est. Return
Balyasny Asset Management
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
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return

David Shaw's ALEC Position: Q2 2026 in Review

David Shaw reduced its Alector (ALEC) stake by 11% in Q2 2026, selling an estimated $799K and leaving 2,959,983 shares worth $5.95M. The position accounts for ﹤0.01% of the portfolio, ranked #2259.

David Shaw first reported a position in ALEC in Q4 2020 and has held it in 16 quarters since. The position peaked at $7.17M in Q1 2026. 141 funds tracked by Wall St. Rank hold ALEC as of Q2 2026.

  • David Shaw held 2,959,983 shares of Alector worth $5.95M as of Q2 2026.
  • David Shaw sold 372,852 Alector shares in Q2 2026, an estimated $799K.
  • Alector made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #2259 holding.
  • David Shaw first reported a position in Alector in Q4 2020 and has held it in 16 quarters since.
  • David Shaw's Alector position peaked at $7.17M in Q1 2026.
  • 141 funds tracked by Wall St. Rank held Alector as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.