Traws Pharma
TRAW on Nasdaq. Market value $8m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 34 funds in all.
Largest holders overall
- Orbimed Advisors$1mAdded
- Ally Bridge Group (NY)$663,033New
- Adage Capital Partners GP, L.L.C.$615,609
- ADAR1 Capital Management$504,065Added
- Lynx1 Capital Management LP$471,801Added
- Ikarian Capital$403,217Cut
- Sphera Funds Management$336,043New
- Vanguard Capital Management$278,231Added
- Jane Street Group$182,158Added
- Alyeska Investment Group, L.P.$138,618New
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
8 investors own more than 5%.
- ORBIMED ADVISORS LLCPassive investorat least 11.9%−8.0 pts(filed with 1 related holder)Since 16 April 2026
What they said
The Reporting Persons from time to time intend to review their investment in the Issuer on the basis of various factors, including the Issuer's business, financial condition, results of operations and prospects, general economic and industry conditions, the securities markets in…
Read the filing - Sirenia Capital Management LPPassive investorat least 9.9%(filed with 1 related holder)Since 30 June 2026
- Alyeska Investment Group, L.P.Passive investorat least 9.9%(filed with 2 related holders)Since 31 December 2024
- Ikarian Capital, LLCPassive investorat least 9.5%−0.5 pts(filed with 1 related holder)Since 30 June 2026
- Chernett JoreyPassive investor6.8%Since 14 January 2026
- Perceptive Advisors LLCPassive investorat least 6.1%−3.9 pts(filed with 2 related holders)Since 31 March 2026
- Adage Capital Management, L.P.Passive investorat least 4.8%−4.3 pts(filed with 2 related holders)Since 30 June 2026
- Ayrton Capital LLCPassive investorat least 4.3%−5.6 pts(filed with 2 related holders)Since 31 December 2025
- Squadron Capital Management LLCPassive investorSold down below 5%Since 30 June 2026
| Holder | Stake | Since | |
|---|---|---|---|
ORBIMED ADVISORS LLC Passive investor | at least 11.9%−8.0 pts (filed with 1 related holder) | 16 April 2026 | What they saidThe Reporting Persons from time to time intend to review their investment in the Issuer on the basis of various factors, including the Issuer's business, financial condition, results of operations and prospects, general economic and industry conditions, the securities markets in… Read the filing |
Sirenia Capital Management LP Passive investor | at least 9.9% (filed with 1 related holder) | 30 June 2026 | |
Alyeska Investment Group, L.P. Passive investor | at least 9.9% (filed with 2 related holders) | 31 December 2024 | |
Ikarian Capital, LLC Passive investor | at least 9.5%−0.5 pts (filed with 1 related holder) | 30 June 2026 | |
Chernett Jorey Passive investor | 6.8% | 14 January 2026 | |
Perceptive Advisors LLC Passive investor | at least 6.1%−3.9 pts (filed with 2 related holders) | 31 March 2026 | |
Adage Capital Management, L.P. Passive investor | at least 4.8%−4.3 pts (filed with 2 related holders) | 30 June 2026 | |
Ayrton Capital LLC Passive investor | at least 4.3%−5.6 pts (filed with 2 related holders) | 31 December 2025 | |
Squadron Capital Management LLC Passive investor | Sold down below 5% | 30 June 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought or sold on the open market in the last 12 months.
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.