Which hedge funds own IRON? DISC MEDICINE INC, Q2 2026 13F holders
53 tracked hedge funds disclosed a position in IRON (DISC MEDICINE INC) in their Q2 2026 13F filings, worth $966.7m in total. The largest holder by portfolio weight is Opaleye Management Inc. at 5.7% of its book. 14 opened a new position this quarter: HighVista Strategies LLC, Campbell & CO Investment Adviser LLC, Gsa Capital Partners LLP, Trexquant Investment LP. 11 exited: Sio Capital Management, LLC, Integral Health Asset Management, LLC, Nantahala Capital Management, LLC.
- 53
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 14
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 11
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $32.2m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $27.2m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $967m
- Combined value Sum of the holders' reported positions in the security.
- 4.3%
- 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
| Sio Capital Management, LLC | 0.6% | $4.2m |
| Integral Health Asset Management, LLC | 0.6% | $10.9m |
| Nantahala Capital Management, LLC | 0.1% | $1.6m |
| Seven Fleet Capital Management LP | 0.06% | $207k |
| Atom Investors LP | 0.06% | $778k |
| Freestone Grove Partners LP | 0.03% | $4.4m |
| Boothbay Fund Management, LLC | 0.03% | $1.4m |
| Zimmer Partners, LP | 0.03% | $1.1m |
| Ghisallo Capital Management LLC | 0.02% | $639k |
| Renaissance Technologies LLC | 0.0% | $2.0m |
| Aquatic Capital Management LLC | 0.0% | $44.3k |
Ownership over time
Who discovered IRON first? Beta
The run: Q1 2023 → Q4 2025, +275%
| 5AM Venture Management, LLC high conviction | Q4 2022 | 3.2% | +5.4 pts |
| Logos Global Management LP high conviction | Q1 2023 | 1.6% | +3.4 pts |
| Orbimed Advisors LLC | Q2 2023 | 1.0% | +2.4 pts |
| Frazier Life Sciences Management, L.P. | Q2 2023 | – | +2.0 pts |
| Sphera Funds Management Ltd. | Q1 2023 | 1.0% | +1.1 pts |
| Ikarian Capital, LLC | Q2 2023 | – | +1.0 pts |
| Octagon Capital Advisors LP | Q2 2023 | – | +0.3 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.