LFCM
ADAP

Long Focus Capital Management’s Adaptimmune Therapeutics ADAP Stock Holding History

Long Focus Capital Management’s Portfolio ADAP Stock Details ADAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-18,577,821
Closed -$2.42M – 93
2025
Q3 		$2.42M Sell
18,577,821
-5,178,866
-22% -$711K 0.08% 85
2025
Q2 		$5.69M Hold
23,756,687
– – 0.22% 72
2025
Q1 		$4.68M Buy
23,756,687
+3,262,294
+16% +$1.69M 0.16% 74
2024
Q4 		$11M Buy
20,494,393
+7,194,503
+54% +$5.24M 0.36% 47
2024
Q3 		$12.6M Buy
13,299,890
+953,473
+8% +$1.08M 0.44% 38
2024
Q2 		$12M Buy
12,346,417
+1,662,184
+16% +$1.82M 0.46% 37
2024
Q1 		$16.9M Sell
10,684,233
-1,402,682
-12% -$1.69M 0.86% 26
2023
Q4 		$9.58M Buy
12,086,915
+1,123,757
+10% +$633K 0.32% 42
2023
Q3 		$8.55M Buy
10,963,158
+3,150,630
+40% +$2.64M 0.31% 38
2023
Q2 		$7.23M Buy
7,812,528
+2,377,089
+44% +$2.83M 0.33% 45
2023
Q1 		$5.92M Buy
5,435,439
+151,800
+3% +$235K 0.34% 49
2022
Q4 		$7.71M Buy
5,283,639
+494,149
+10% +$800K 0.53% 41
2022
Q3 		$5.15M Buy
4,789,490
+109,999
+2% +$202K 0.5% 42
2022
Q2 		$7.96M Buy
4,679,491
+250,000
+6% +$429K 0.83% 23
2022
Q1 		$9.13M Buy
4,429,491
+2,267,178
+105% +$6.12M 1.17% 23
2021
Q4 		$8.11M Buy
+2,162,313
New +$9.84M 1.07% 18

Other funds holding ADAP

JAIC
Josh Arnold Investment Consultant Edina, Minnesota $117M AUM 26.5% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Long Focus Capital Management's ADAP Position: Q4 2025 in Review

Long Focus Capital Management sold out of Adaptimmune Therapeutics (ADAP) in Q4 2025, closing a stake of 18,577,821 shares — an estimated $2.42M sold.

Long Focus Capital Management first reported a position in ADAP in Q4 2021 and held it in 16 quarters. The position peaked at $16.9M in Q1 2024. 10 funds tracked by Wall St. Rank hold ADAP as of Q4 2025.

  • Long Focus Capital Management reported no remaining Adaptimmune Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Long Focus Capital Management sold 18,577,821 Adaptimmune Therapeutics shares in Q4 2025, an estimated $2.42M.
  • Long Focus Capital Management first reported a position in Adaptimmune Therapeutics in Q4 2021 and held it in 16 quarters.
  • Long Focus Capital Management's Adaptimmune Therapeutics position peaked at $16.9M in Q1 2024.
  • 10 funds tracked by Wall St. Rank held Adaptimmune Therapeutics as of Q4 2025.

Based on Long Focus Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.