RIL
LONA

Rothschild Investment LLC’s LeonaBio Inc LONA Stock Holding History

Rothschild Investment LLC’s Portfolio LONA Stock Details LONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.54K Hold
150
– – ﹤0.01% 2669
2025
Q4 		$1.14K Hold
150
– – ﹤0.01% 2624
2025
Q3 		$621 Hold
150
– – ﹤0.01% 2764
2025
Q2 		$453 Hold
150
– – ﹤0.01% 2778
2025
Q1 		$427 Hold
150
– – ﹤0.01% 2665
2024
Q4 		$880 Sell
150
-1,140
-88% -$6.43K ﹤0.01% 2287
2024
Q3 		$5.75K Hold
1,290
– – ﹤0.01% 1248
2024
Q2 		$34.2K Hold
1,290
– – ﹤0.01% 846
2024
Q1 		$35.3K Hold
1,290
– – ﹤0.01% 801
2023
Q4 		$31.3K Sell
1,290
-2,070
-62% -$36.7K ﹤0.01% 754
2023
Q3 		$68K Hold
3,360
– – 0.01% 466
2023
Q2 		$99K Hold
3,360
– – 0.01% 477
2023
Q1 		$84K Buy
3,360
+250
+8% +$8.05K 0.01% 471
2022
Q4 		$99K Buy
+3,110
New +$98K 0.01% 464
2022
Q2 		– Sell
-1,910
Closed -$258K – 485
2022
Q1 		$258K Hold
1,910
– – 0.02% 415
2021
Q4 		$249K Sell
1,910
-275
-13% -$34.8K 0.02% 442
2021
Q3 		$205K Hold
2,185
– – 0.02% 455
2021
Q2 		$224K Buy
+2,185
New +$381K 0.02% 444

Other funds holding LONA

PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
ACA
Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
KCM
Kalehua Capital Management Dallas, Texas $141M AUM
SSC
Spruce Street Capital New York $416M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SFCM
Seven Fleet Capital Management Mountain View, California $318M AUM

Rothschild Investment LLC's LONA Position: Q1 2026 in Review

Rothschild Investment LLC held its LeonaBio Inc (LONA) position steady in Q1 2026 at 150 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2669.

Rothschild Investment LLC first reported a position in LONA in Q2 2021 and has held it in 18 quarters since. The position peaked at $258K in Q1 2022. 40 funds tracked by Wall St. Rank hold LONA as of Q1 2026.

  • Rothschild Investment LLC held 150 shares of LeonaBio Inc worth $1.54K as of Q1 2026.
  • Rothschild Investment LLC left its LeonaBio Inc share count unchanged in Q1 2026.
  • LeonaBio Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2669 holding.
  • Rothschild Investment LLC first reported a position in LeonaBio Inc in Q2 2021 and has held it in 18 quarters since.
  • Rothschild Investment LLC's LeonaBio Inc position peaked at $258K in Q1 2022.
  • 40 funds tracked by Wall St. Rank held LeonaBio Inc as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.