NCM
LBRX

Nantahala Capital Management’s LB Pharmaceuticals LBRX Stock Holding History

Nantahala Capital Management’s Portfolio LBRX Stock Details LBRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.2M Hold
1,052,894
– – 1.13% 18
2026
Q1 		$26M Buy
1,052,894
+377,894
+56% +$8.72M 0.96% 25
2025
Q4 		$15M Hold
675,000
– – 0.5% 50
2025
Q3 		$10.7M Buy
+675,000
New +$10.7M 0.37% 60

Other funds holding LBRX

DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
TECP
Trails Edge Capital Partners Atlanta, Georgia $630M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
Commodore Capital New York $1.68B AUM 375.52% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
CP
Caligan Partners New York $2.13B AUM 758.65% 1-Year Est. Return
SSC
Spruce Street Capital New York $510M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Nantahala Capital Management held its LB Pharmaceuticals (LBRX) position steady in Q2 2026 at 1,052,894 shares worth $34.2M. The position accounts for 1.13% of the portfolio, ranked #18.

Nantahala Capital Management first reported a position in LBRX in Q3 2025 and has held it in 4 quarters since. 115 funds tracked by Wall St. Rank hold LBRX as of Q2 2026.

  • Nantahala Capital Management held 1,052,894 shares of LB Pharmaceuticals worth $34.2M as of Q2 2026.
  • Nantahala Capital Management left its LB Pharmaceuticals share count unchanged in Q2 2026.
  • LB Pharmaceuticals made up 1.13% of Nantahala Capital Management's portfolio in Q2 2026, its #18 holding.
  • Nantahala Capital Management first reported a position in LB Pharmaceuticals in Q3 2025 and has held it in 4 quarters since.
  • 115 funds tracked by Wall St. Rank held LB Pharmaceuticals as of Q2 2026.

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