NCM
ALEC icon

Nantahala Capital Management’s Alector ALEC Stock Holding History

Nantahala Capital Management’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 		$8.68M Buy
4,318,109
+1,502,126
+53% +$3.22M 0.29% 86
2026
Q1 		$6.05M Buy
+2,815,983
New +$5.66M 0.22% 93
2022
Q4 		– Sell
-85,514
Closed -$809K – 119
2022
Q3 		$809K Sell
85,514
-6,662
-7% -$72K 0.05% 91
2022
Q2 		$937K Sell
92,176
-2,603
-3% -$26K 0.05% 96
2022
Q1 		$1.35M Buy
+94,779
New +$1.5M 0.06% 97

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
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
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return

Nantahala Capital Management's ALEC Position: Q2 2026 in Review

Nantahala Capital Management increased its Alector (ALEC) stake by 53% in Q2 2026, buying an estimated $3.22M and bringing the position to 4,318,109 shares worth $8.68M. The position accounts for 0.29% of the portfolio, ranked #86.

Nantahala Capital Management first reported a position in ALEC in Q1 2022 and has held it in 5 quarters since. 141 funds tracked by Wall St. Rank hold ALEC as of Q2 2026.

  • Nantahala Capital Management held 4,318,109 shares of Alector worth $8.68M as of Q2 2026.
  • Nantahala Capital Management bought 1,502,126 Alector shares in Q2 2026, an estimated $3.22M.
  • Alector made up 0.29% of Nantahala Capital Management's portfolio in Q2 2026, its #86 holding.
  • Nantahala Capital Management first reported a position in Alector in Q1 2022 and has held it in 5 quarters since.
  • 141 funds tracked by Wall St. Rank held Alector as of Q2 2026.

Based on Nantahala Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.