Here are the notable disclosures:

🧬 Biotech Moves

  • Assembly Biosciences (ASMB)

    • Filer: Peter Kolchinsky / RA Capital Management

    • Stake: 1,530,615 shares (9.5% of shares outstanding)

    • Change: +1,530,615 shares (100% new)

    • Event Date: Aug 11, 2025
      👉 A full new position from a respected biotech specialist fund.

  • Structure Therapeutics (GPCR)

    • Filer: Mark Lampert / Biotechnology Value Fund (BVF)

    • Stake: 9,611,751 shares (5.6%)

    • Change: +7,840,334 shares (82% new)

    • Event Date: Aug 11, 2025
      👉 Lampert is adding aggressively to an already meaningful position.

  • Syndax Pharmaceuticals (SNDX)

    • Filer: Steve Cohen / Point72 Asset Management

    • Stake: 4,327,952 shares (5.0%)

    • Change: +2,200,485 shares (51% new)

    • Event Date: Aug 15, 2025
      👉 Cohen is increasing exposure in a name that’s been active in oncology.

💡 Takeaway

  • RA Capital and BVF remain aggressive in biotech accumulation.

  • Steve Cohen’s Point72 is making moves in both healthcare (SNDX) and alternative ETF exposure (ALTS).

  • Fresh 100% new positions (ASMB, ALTS) suggest conviction-driven entries worth monitoring.

Tracking these filings helps identify where smart money is quietly placing its bets—often ahead of the broader market.