Which hedge funds own DFTX? DEFINIUM THERAPEUTICS INC, Q2 2026 13F holders
76 tracked hedge funds disclosed a position in DFTX (DEFINIUM THERAPEUTICS INC) in their Q2 2026 13F filings, worth $1.7bn in total. The largest holder by portfolio weight is Octagon Capital Advisors LP at 12.7% of its book. 32 opened a new position this quarter: Great Point Partners LLC, Silverarc Capital Management, LLC, Squadron Capital Management LLC, Cormorant Asset Management, LP. 12 exited: Trails Edge Capital Partners, LP, Soviero Asset Management, LP, Ikarian Capital, LLC.
- 76
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 32
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 12
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $242m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $43.9m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.7bn
- Combined value Sum of the holders' reported positions in the security.
- 6.1%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Trails Edge Capital Partners, LP | 7.7% | $32.9m |
| Soviero Asset Management, LP | 1.5% | $2.6m |
| Ikarian Capital, LLC | 0.2% | $1.1m |
| Twinbeech Capital LP | 0.08% | $796k |
| Fox Run Management, L.L.C. | 0.04% | $255k |
| Campbell & CO Investment Adviser LLC | 0.03% | $468k |
| ExodusPoint Capital Management, LP | 0.02% | $2.0m |
| Caxton Associates LLP | 0.02% | $704k |
| Boothbay Fund Management, LLC | 0.01% | $266k |
| Squarepoint Ops LLC | 0.01% | $2.4m |
| Magnetar Financial LLC | 0.0% | $249k |
| Verition Fund Management LLC | 0.0% | $196k |
Ownership over time
Who discovered DFTX first? Beta
| Octagon Capital Advisors LP high conviction | Q2 2026 | +7.6 pts |
| Superstring Capital Management LP high conviction | Q1 2026 | +7.1 pts |
| Catalio Capital Management, LP | Q1 2026 | +6.1 pts |
| AWM Investment Company, Inc. | Q4 2025 | +4.1 pts |
| Commodore Capital LP high conviction | Q2 2026 | +3.3 pts |
| Boxer Capital Management, LLC | Q2 2026 | +2.2 pts |
| Stempoint Capital LP | Q1 2026 | +1.8 pts |
| Deep Track Capital, LP | Q1 2026 | +1.7 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.