TECP
LBRX

Trails Edge Capital Partners’s LB Pharmaceuticals LBRX Stock Holding History

Trails Edge Capital Partners’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 		$49.4M Buy
1,523,022
+203,660
+15% +$5.98M 7.85% 1
2026
Q1 		$32.5M Sell
1,319,362
-76,246
-5% -$1.76M 7.45% 3
2025
Q4 		$31.1M Buy
+1,395,608
New +$24.4M 7.68% 5

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
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
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Trails Edge Capital Partners's LBRX Position: Q2 2026 in Review

Trails Edge Capital Partners increased its LB Pharmaceuticals (LBRX) stake by 15% in Q2 2026, buying an estimated $5.98M and bringing the position to 1,523,022 shares worth $49.4M. The position accounts for 7.85% of the portfolio, ranked #1.

Trails Edge Capital Partners first reported a position in LBRX in Q4 2025 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold LBRX as of Q2 2026.

  • Trails Edge Capital Partners held 1,523,022 shares of LB Pharmaceuticals worth $49.4M as of Q2 2026.
  • Trails Edge Capital Partners bought 203,660 LB Pharmaceuticals shares in Q2 2026, an estimated $5.98M.
  • LB Pharmaceuticals made up 7.85% of Trails Edge Capital Partners's portfolio in Q2 2026, its #1 holding.
  • Trails Edge Capital Partners first reported a position in LB Pharmaceuticals in Q4 2025 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held LB Pharmaceuticals as of Q2 2026.

Based on Trails Edge Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.