Rallybio
RLYB on Nasdaq. Market value $90m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
1 long-term investor we follow owns it, unchanged from 1 last quarter. 37 funds in all.
- Viking Global InvestorsAndreas Halvorsen
- Value
- $8m
- Share of fund
- <0.1%
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| Viking Global InvestorsAndreas Halvorsen | $8m | <0.1% |
Largest holders overall
- ADAR1 Capital Management$15mAdded
- Citadel Advisors$13mAdded
- FMR$13m
- Viking Global Investors$8m
- TPG GP A$6m
- Nantahala Capital Management$6mAdded
- Pivotal bioVenture Partners Investment Advisor$5m
- Renaissance Technologies$3mAdded
- Vanguard Capital Management$3mAdded
- Almitas Capital$2mCut
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
7 investors own more than 5%.
- ADAR1 Capital Management, LLCPassive investorat least 17.5%(filed with 1 related holder)Since 31 May 2026
- FMR LLCPassive investorat least 15.0%+4.4 pts(filed with 1 related holder)Since 30 June 2026
- Viking Global InvestorsPassive investorat least 10.0%0.0 pts(filed with 6 related holders)Since 31 March 2026
- Ott David C.Passive investor10.0%Since 31 December 2025
- TPG GP A, LLCPassive investorat least 7.2%(filed with 2 related holders)Since 1 March 2026
What they said
This Amendment amends and restates the final two paragraphs of Item 4 of the Original Schedule 13D in their entirety as set forth below: "On March 1, 2026, the Issuer entered into an Agreement and Plan of Merger and Reorganization (the "Merger Agreement") with Candid…
Read the filing - Nantahala Capital Management, LLCPassive investorat least 3.6%−2.1 pts(filed with 2 related holders)Since 30 June 2026
- Johnson & JohnsonPassive investorat least 2.9%(filed with 1 related holder)Since 31 March 2026
- BALYASNY ASSET MANAGEMENT L.P.Passive investorSold down below 5%Since 30 June 2026
- Cormorant Asset Management, LPPassive investorSold down below 5%Since 30 June 2026
- Laurion Capital Management LPPassive investorSold down below 5%Since 30 June 2026
- 5AM Ventures V, L.P.Passive investorSold down below 5%Since 4 May 2026
| Holder | Stake | Since | |
|---|---|---|---|
ADAR1 Capital Management, LLC Passive investor | at least 17.5% (filed with 1 related holder) | 31 May 2026 | |
FMR LLC Passive investor | at least 15.0%+4.4 pts (filed with 1 related holder) | 30 June 2026 | |
Viking Global Investors Passive investor | at least 10.0%0.0 pts (filed with 6 related holders) | 31 March 2026 | |
Ott David C. Passive investor | 10.0% | 31 December 2025 | |
TPG GP A, LLC Passive investor | at least 7.2% (filed with 2 related holders) | 1 March 2026 | What they saidThis Amendment amends and restates the final two paragraphs of Item 4 of the Original Schedule 13D in their entirety as set forth below: "On March 1, 2026, the Issuer entered into an Agreement and Plan of Merger and Reorganization (the "Merger Agreement") with Candid… Read the filing |
Nantahala Capital Management, LLC Passive investor | at least 3.6%−2.1 pts (filed with 2 related holders) | 30 June 2026 | |
Johnson & Johnson Passive investor | at least 2.9% (filed with 1 related holder) | 31 March 2026 | |
BALYASNY ASSET MANAGEMENT L.P. Passive investor | Sold down below 5% | 30 June 2026 | |
Cormorant Asset Management, LP Passive investor | Sold down below 5% | 30 June 2026 | |
Laurion Capital Management LP Passive investor | Sold down below 5% | 30 June 2026 | |
5AM Ventures V, L.P. Passive investor | Sold down below 5% | 4 May 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought shares on the open market in the last 12 months. 1 sold $3,992.
- Lieber Jonathan IChief Financial OfficerSold
- Date
- 23 February 2026
- Shares
- 789
- Price
- $5.06
- Value
- $3,992
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 23 February 2026 | Lieber Jonathan I Chief Financial Officer | Sold | 789 | $5.06 | $3,992 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.