Xilio Therapeutics
XLO on Nasdaq. Market value $53m.
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. 26 funds in all.
Largest holders overall
- Bain Capital Life Sciences Investors$6m
- Gilead Sciences$6m
- Orbimed Advisors$6mNew
- Frazier Life Sciences Management, L.P.$4m
- Stonepine Capital Management$2mAdded
- Vanguard Capital Management$2mAdded
- Sio Capital Management$1m
- Adage Capital Partners GP, L.L.C.$1mNew
- Merck$1m
- Renaissance Technologies$614,586Added
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
9 investors own more than 5%.
- GILEAD SCIENCES, INC.Passive investor19.9%0.0 ptsSince 31 December 2025
- BCLS II Equity Opportunities, LPPassive investorat least 10.0%+1.5 pts(filed with 2 related holders)Since 31 March 2026
- ORBIMED ADVISORS LLCPassive investorat least 10.0%(filed with 1 related holder)Since 31 March 2026
- Coastlands Capital Partners LPPassive investorat least 10.0%(filed with 3 related holders)Since 4 December 2025
- Sirenia Capital Management LPPassive investorat least 9.9%(filed with 1 related holder)Since 31 March 2026
- StemPoint Capital LPPassive investorat least 9.5%+1.1 pts(filed with 2 related holders)Since 30 June 2026
- AbbVie Inc.Passive investor9.0%Since 11 February 2025
- Frazier Life Sciences Public Fund, L.P.Passive investorat least 6.7%−3.2 pts(filed with 9 related holders)Since 31 December 2025
- Frazier Life Sciences Public Overage Fund, L.P.Passive investorat least 4.4%−3.7 pts(filed with 4 related holders)Since 30 June 2025
- Point72 Asset Management, L.P.Passive investorSold down below 5%Since 31 March 2026
- BCLS II Investco, LPPassive investorSold down below 5%Since 31 December 2025
- Rock Springs Capital Management LPPassive investorSold down below 5%Since 31 March 2025
| Holder | Stake | Since | |
|---|---|---|---|
GILEAD SCIENCES, INC. Passive investor | 19.9%0.0 pts | 31 December 2025 | |
BCLS II Equity Opportunities, LP Passive investor | at least 10.0%+1.5 pts (filed with 2 related holders) | 31 March 2026 | |
ORBIMED ADVISORS LLC Passive investor | at least 10.0% (filed with 1 related holder) | 31 March 2026 | |
Coastlands Capital Partners LP Passive investor | at least 10.0% (filed with 3 related holders) | 4 December 2025 | |
Sirenia Capital Management LP Passive investor | at least 9.9% (filed with 1 related holder) | 31 March 2026 | |
StemPoint Capital LP Passive investor | at least 9.5%+1.1 pts (filed with 2 related holders) | 30 June 2026 | |
AbbVie Inc. Passive investor | 9.0% | 11 February 2025 | |
Frazier Life Sciences Public Fund, L.P. Passive investor | at least 6.7%−3.2 pts (filed with 9 related holders) | 31 December 2025 | |
Frazier Life Sciences Public Overage Fund, L.P. Passive investor | at least 4.4%−3.7 pts (filed with 4 related holders) | 30 June 2025 | |
Point72 Asset Management, L.P. Passive investor | Sold down below 5% | 31 March 2026 | |
BCLS II Investco, LP Passive investor | Sold down below 5% | 31 December 2025 | |
Rock Springs Capital Management LP Passive investor | Sold down below 5% | 31 March 2025 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 1 insider bought $43,950 of shares on the open market. 2 sold $5,668, $5,668 of it under preset trading plans.
- Shannon James SamuelDirectorBought
- Date
- 26 March 2026
- Shares
- 5,000
- Price
- $8.79
- Value
- $43,950
- Brennan Kevin M.SVP, FINANCE AND ACCOUNTINGSoldunder a preset trading plan
- Date
- 2 January 2026
- Shares
- 1,826
- Price
- $0.64
- Value
- $1,169
- Frankenfield Christopher JamesChief Financial OfficerSoldunder a preset trading plan
- Date
- 2 January 2026
- Shares
- 7,030
- Price
- $0.64
- Value
- $4,499
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 26 March 2026 | Shannon James Samuel Director | Bought | 5,000 | $8.79 | $43,950 |
| 2 January 2026 | Brennan Kevin M. SVP, FINANCE AND ACCOUNTING | Sold under a preset trading plan | 1,826 | $0.64 | $1,169 |
| 2 January 2026 | Frankenfield Christopher James Chief Financial Officer | Sold under a preset trading plan | 7,030 | $0.64 | $4,499 |
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.