Ikarian Capital’s Disc Medicine IRON Stock Holding History

Ikarian Capital’s Portfolio IRON Stock Details IRON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-25,372	Closed	-$1.58M	–	139
2024 Q1	$1.58M	Sell	25,372 -169,610	-87%	-$11M	0.17%	94
2023 Q4	$11.3M	Buy	194,982 +52,216	+37%	+$2.67M	1.05%	32
2023 Q3	$6.71M	Sell	142,766 -97,265	-41%	-$4.87M	0.81%	36
2023 Q2	$10.7M	Buy	+240,031	New	+$8.52M	1.7%	19
2022 Q3	–	Sell	-14,770	Closed	-$749K	–	136
2022 Q2	$749K	Hold	14,770	–	–	0.14%	91
2022 Q1	$615K	Buy	14,770 +735	+5%	+$38.5K	0.08%	120
2021 Q4	$1.23M	Hold	14,035	–	–	0.18%	88
2021 Q3	$1.7M	Sell	14,035 -180	-1%	-$24.6K	0.12%	132
2021 Q2	$2.76M	Sell	14,215 -8,598	-38%	-$2.83M	0.22%	106
2021 Q1	$9.27M	Buy	+22,813	New	+$10.2M	0.31%	73

Other funds holding IRON

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AVLSA

Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ikarian Capital's IRON Position: Q2 2024 in Review

Ikarian Capital sold out of Disc Medicine (IRON) in Q2 2024, closing a stake of 25,372 shares — an estimated $1.58M sold.

Ikarian Capital first reported a position in IRON in Q1 2021 and held it in 10 quarters. The position peaked at $11.3M in Q4 2023. 121 funds tracked by Wall St. Rank hold IRON as of Q2 2024.

Ikarian Capital reported no remaining Disc Medicine position as of Q2 2024 after selling out during the quarter.
Ikarian Capital sold 25,372 Disc Medicine shares in Q2 2024, an estimated $1.58M.
Ikarian Capital first reported a position in Disc Medicine in Q1 2021 and held it in 10 quarters.
Ikarian Capital's Disc Medicine position peaked at $11.3M in Q4 2023.
121 funds tracked by Wall St. Rank held Disc Medicine as of Q2 2024.

Based on Ikarian Capital's 13F filing for Q2 2024, filed 14 Aug 2024.