Madison Avenue Partners’s Lakefront Biotherapeutics American Depositary Shares LKFT Stock Holding History

Madison Avenue Partners’s Portfolio LKFT Stock Details LKFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$103M	Buy	3,447,807 +982,628	+40%	+$27.9M	4.45%	10
2026 Q1	$74M	Buy	2,465,179 +252,010	+11%	+$8.34M	3.22%	11
2025 Q4	$72.4M	Buy	2,213,169 +17,394	+0.8%	+$562K	3.11%	11
2025 Q3	$76.1M	Buy	2,195,775 +318,764	+17%	+$10.2M	4.54%	8
2025 Q2	$52.5M	Buy	+1,877,011	New	+$50.3M	3.51%	10

Other funds holding LKFT

Gilead Sciences Foster City, California $1.65B AUM 166.99% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return

Prosight Management Dallas, Texas $580M AUM 29.81% 1-Year Est. Return

EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DCM

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Madison Avenue Partners's LKFT Position: Q2 2026 in Review

Madison Avenue Partners increased its Lakefront Biotherapeutics American Depositary Shares (LKFT) stake by 40% in Q2 2026, buying an estimated $27.9M and bringing the position to 3,447,807 shares worth $103M. The position accounts for 4.45% of the portfolio, ranked #10.

Madison Avenue Partners first reported a position in LKFT in Q2 2025 and has held it in 5 quarters since. 76 funds tracked by Wall St. Rank hold LKFT as of Q2 2026.

Madison Avenue Partners held 3,447,807 shares of Lakefront Biotherapeutics American Depositary Shares worth $103M as of Q2 2026.
Madison Avenue Partners bought 982,628 Lakefront Biotherapeutics American Depositary Shares shares in Q2 2026, an estimated $27.9M.
Lakefront Biotherapeutics American Depositary Shares made up 4.45% of Madison Avenue Partners's portfolio in Q2 2026, its #10 holding.
Madison Avenue Partners first reported a position in Lakefront Biotherapeutics American Depositary Shares in Q2 2025 and has held it in 5 quarters since.
76 funds tracked by Wall St. Rank held Lakefront Biotherapeutics American Depositary Shares as of Q2 2026.

Based on Madison Avenue Partners's 13F filing for Q2 2026, filed 14 Aug 2026.