Silexion Therapeutics
SLXN on Nasdaq. Market value $1m.
Should I look at this?
Look carefully before going further
Why it could be worth it
Nothing stands out yet.
What to watch out for
Read the warning sign in its own filings
This is not advice.
Who owns it
None of the long-term investors we follow own it. 6 funds in all.
Largest holders overall
- HRT Financial LP$38,000New
- UBS Group AG$3,598New
- Montag A & Associates$765New
- Pflug Koory$84New
- SBI Securities$5New
- Royal Bank of Canada$0New
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
6 investors own more than 5%.
- Moringa Sponsor, LPat least 17.7%−7.3 pts(filed with 2 related holders)Since 18 September 2026
What they said
The information contained in Item 3 is incorporated by reference in its entirety into this Item 4. On June 22, 2026, Moringa Sponsor, LP filed a claim against Silexion Therapeutics Corp and two of its senior officers (the "Claim"), alleging deliberate and systematic breaches of…
Read the filing - Ilan Levin14.7%Since 15 September 2025
What they said
The information contained in Item 3 is incorporated by reference in its entirety into this Item 4.
Read the filing - Lincoln Alternative Strategies LLCPassive investor6.2%Since 12 September 2025
- Mitchell P. KopinPassive investorat least 5.0%+5.0 pts(filed with 2 related holders)Since 11 August 2026
- Lind Global Fund III LPPassive investorat least 5.0%−1.4 pts(filed with 2 related holders)Since 31 March 2026
- CVI Investments, Inc.Passive investorat least 4.9%−3.6 pts(filed with 1 related holder)Since 31 March 2025
- Orca Capital AGPassive investorSold down below 5%Since 11 September 2025
- THE GOLDMAN SACHS GROUP, INC.Passive investorSold down below 5%Since 31 March 2025
- Wildcat Capital Management, LLCPassive investorSold down below 5%Since 26 June 2025
| Holder | Stake | Since | |
|---|---|---|---|
Moringa Sponsor, LP | at least 17.7%−7.3 pts (filed with 2 related holders) | 18 September 2026 | What they saidThe information contained in Item 3 is incorporated by reference in its entirety into this Item 4. On June 22, 2026, Moringa Sponsor, LP filed a claim against Silexion Therapeutics Corp and two of its senior officers (the "Claim"), alleging deliberate and systematic breaches of… Read the filing |
Ilan Levin | 14.7% | 15 September 2025 | What they saidThe information contained in Item 3 is incorporated by reference in its entirety into this Item 4. Read the filing |
Lincoln Alternative Strategies LLC Passive investor | 6.2% | 12 September 2025 | |
Mitchell P. Kopin Passive investor | at least 5.0%+5.0 pts (filed with 2 related holders) | 11 August 2026 | |
Lind Global Fund III LP Passive investor | at least 5.0%−1.4 pts (filed with 2 related holders) | 31 March 2026 | |
CVI Investments, Inc. Passive investor | at least 4.9%−3.6 pts (filed with 1 related holder) | 31 March 2025 | |
Orca Capital AG Passive investor | Sold down below 5% | 11 September 2025 | |
THE GOLDMAN SACHS GROUP, INC. Passive investor | Sold down below 5% | 31 March 2025 | |
Wildcat Capital Management, LLC Passive investor | Sold down below 5% | 26 June 2025 |
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 $31,032.
- Shirvan MitchellCSO and CDOSold
- Date
- 26 March 2026
- Shares
- 22,818
- Price
- $1.36
- Value
- $31,032
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 26 March 2026 | Shirvan Mitchell CSO and CDO | Sold | 22,818 | $1.36 | $31,032 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
1 serious warning sign in Silexion Therapeutics’ filings.
We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.
We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 17 Mar 2026, plus the 10-Q filed 14 Aug 2026 and 26 later 8-Ks.
Doubt it can keep going
SeriousThe company or its auditor warned it may not have enough money to last the next year.
“Under these circumstances, in accordance with the requirements of Accounting Standards Codification (“ASC”) 205-40, management has concluded that there is substantial doubt about the Company’s ability to continue as a going concern, as management believes its current funds will be sufficient to fund its operations for only several months from the date these financial statements are issued.”
Show the full paragraph
Under these circumstances, in accordance with the requirements of Accounting Standards Codification (“ASC”) 205-40, management has concluded that there is substantial doubt about the Company’s ability to continue as a going concern, as management believes its current funds will be sufficient to fund its operations for only several months from the date these financial statements are issued. The unaudited condensed consolidated financial statements do not include any adjustments that might result from the outcome of this uncertainty.
From the 10-Q filed 14 August 2026, Part I, Item 1. Financial Statements. Read it in the filing
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
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.