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John Overdeck’s Alector ALEC Stock Holding History

John Overdeck’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 		$2.1M Sell
1,045,376
-233,930
-18% -$501K ﹤0.01% 2954
2026
Q1 		$2.75M Buy
1,279,306
+239,650
+23% +$481K ﹤0.01% 2504
2025
Q4 		$1.62M Buy
1,039,656
+732,477
+238% +$1.3M ﹤0.01% 2593
2025
Q3 		$909K Buy
307,179
+85,040
+38% +$187K ﹤0.01% 2648
2025
Q2 		$311K Buy
222,139
+7,714
+4% +$9.66K ﹤0.01% 2778
2025
Q1 		$264K Sell
214,425
-193,564
-47% -$315K ﹤0.01% 2761
2024
Q4 		$771K Buy
407,989
+145,467
+55% +$548K ﹤0.01% 2328
2024
Q3 		$1.22M Sell
262,522
-39,616
-13% -$212K ﹤0.01% 2004
2024
Q2 		$1.37M Sell
302,138
-62,491
-17% -$322K ﹤0.01% 1798
2024
Q1 		$2.2M Buy
364,629
+172,082
+89% +$1.13M 0.01% 1413
2023
Q4 		$1.54M Buy
192,547
+90,116
+88% +$534K ﹤0.01% 1797
2023
Q3 		$664K Sell
102,431
-185,285
-64% -$1.2M ﹤0.01% 2153
2023
Q2 		$1.73M Sell
287,716
-78,589
-21% -$549K ﹤0.01% 1542
2023
Q1 		$2.27M Buy
366,305
+115,818
+46% +$942K 0.01% 1305
2022
Q4 		$2.31M Sell
250,487
-28,946
-10% -$252K 0.01% 1250
2022
Q3 		$2.64M Buy
279,433
+18,207
+7% +$197K 0.01% 1019
2022
Q2 		$2.65M Sell
261,226
-19,589
-7% -$195K 0.01% 1035
2022
Q1 		$4M Sell
280,815
-67,072
-19% -$1.06M 0.01% 1020
2021
Q4 		$7.18M Buy
347,887
+7,401
+2% +$167K 0.02% 983
2021
Q3 		$7.77M Buy
+340,486
New +$9.54M 0.02% 901
2021
Q1 		– Sell
-62,500
Closed -$946K – 3766
2020
Q4 		$946K Sell
62,500
-404,990
-87% -$5.03M ﹤0.01% 2056
2020
Q3 		$4.92M Buy
467,490
+284,586
+156% +$4.6M 0.02% 801
2020
Q2 		$4.47M Buy
182,904
+143,601
+365% +$3.96M 0.02% 691
2020
Q1 		$948K Buy
+39,303
New +$1M 0.01% 1443

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

John Overdeck's ALEC Position: Q2 2026 in Review

John Overdeck reduced its Alector (ALEC) stake by 18% in Q2 2026, selling an estimated $501K and leaving 1,045,376 shares worth $2.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2954.

John Overdeck first reported a position in ALEC in Q1 2020 and has held it in 24 quarters since. The position peaked at $7.77M in Q3 2021. 140 funds tracked by Wall St. Rank hold ALEC as of Q2 2026.

  • John Overdeck held 1,045,376 shares of Alector worth $2.1M as of Q2 2026.
  • John Overdeck sold 233,930 Alector shares in Q2 2026, an estimated $501K.
  • Alector made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2954 holding.
  • John Overdeck first reported a position in Alector in Q1 2020 and has held it in 24 quarters since.
  • John Overdeck's Alector position peaked at $7.77M in Q3 2021.
  • 140 funds tracked by Wall St. Rank held Alector as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.