PLC
ANTX icon

Peapod Lane Capital’s AN2 Therapeutics ANTX Stock Holding History

Peapod Lane Capital’s Portfolio ANTX Stock Details ANTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$207K Sell
59,854
-533,542
-90% -$1.1M 0.17% 62
2025
Q4 		$676K Buy
593,396
+4,180
+0.7% +$4.88K 0.58% 54
2025
Q3 		$748K Buy
589,216
+6,446
+1% +$7.37K 0.67% 52
2025
Q2 		$618K Buy
582,770
+1,917
+0.3% +$2.29K 0.62% 50
2025
Q1 		$790K Buy
580,853
+2,028
+0.4% +$2.55K 0.89% 41
2024
Q4 		$799K Buy
+578,825
New +$702K 0.79% 50

Other funds holding ANTX

VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SSC
Spruce Street Capital New York $416M AUM
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return
SCM
Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return

Peapod Lane Capital's ANTX Position: Q1 2026 in Review

Peapod Lane Capital reduced its AN2 Therapeutics (ANTX) stake by 90% in Q1 2026, selling an estimated $1.1M and leaving 59,854 shares worth $207K. The position accounts for 0.17% of the portfolio, ranked #62.

Peapod Lane Capital first reported a position in ANTX in Q4 2024 and has held it in 6 quarters since. The position peaked at $799K in Q4 2024. 52 funds tracked by Wall St. Rank hold ANTX as of Q1 2026.

  • Peapod Lane Capital held 59,854 shares of AN2 Therapeutics worth $207K as of Q1 2026.
  • Peapod Lane Capital sold 533,542 AN2 Therapeutics shares in Q1 2026, an estimated $1.1M.
  • AN2 Therapeutics made up 0.17% of Peapod Lane Capital's portfolio in Q1 2026, its #62 holding.
  • Peapod Lane Capital first reported a position in AN2 Therapeutics in Q4 2024 and has held it in 6 quarters since.
  • Peapod Lane Capital's AN2 Therapeutics position peaked at $799K in Q4 2024.
  • 52 funds tracked by Wall St. Rank held AN2 Therapeutics as of Q1 2026.

Based on Peapod Lane Capital's 13F filing for Q1 2026, filed 4 May 2026.