Nicholas Investment Partners’s Disc Medicine IRON Stock Holding History

Nicholas Investment Partners’s Portfolio IRON Stock Details IRON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-48,082	Closed	-$3.82M	–	216
2025 Q4	$3.82M	Sell	48,082 -39,921	-45%	-$3.37M	0.28%	125
2025 Q3	$5.82M	Buy	88,003 +33,558	+62%	+$2M	0.44%	76
2025 Q2	$2.88M	Buy	+54,445	New	+$2.56M	0.26%	135
2024 Q2	–	Sell	-61,500	Closed	-$3.83M	–	219
2024 Q1	$3.83M	Buy	61,500 +21,006	+52%	+$1.36M	0.39%	97
2023 Q4	$2.34M	Buy	+40,494	New	+$2.07M	0.27%	127

Other funds holding IRON

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AVLSA

Atlas Venture Life Science Advisors Cambridge, Massachusetts $881M AUM 160.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FLSM

Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

Nicholas Investment Partners's IRON Position: Q1 2026 in Review

Nicholas Investment Partners sold out of Disc Medicine (IRON) in Q1 2026, closing a stake of 48,082 shares — an estimated $3.82M sold.

Nicholas Investment Partners first reported a position in IRON in Q4 2023 and held it in 5 quarters. The position peaked at $5.82M in Q3 2025. 203 funds tracked by Wall St. Rank hold IRON as of Q1 2026.

Nicholas Investment Partners reported no remaining Disc Medicine position as of Q1 2026 after selling out during the quarter.
Nicholas Investment Partners sold 48,082 Disc Medicine shares in Q1 2026, an estimated $3.82M.
Nicholas Investment Partners first reported a position in Disc Medicine in Q4 2023 and held it in 5 quarters.
Nicholas Investment Partners's Disc Medicine position peaked at $5.82M in Q3 2025.
203 funds tracked by Wall St. Rank held Disc Medicine as of Q1 2026.

Based on Nicholas Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.