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Affinity Asset Advisors, LLC

Position in ALKS — Alkermes plc.

CIK 1773195 NEW YORK, NY

Position in ALKS

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$47,736,000
+$19,756,000 QoQ
Shares Held
1,350,000
+35.0% QoQ
Ownership
0.810%
of shares outstanding
% of Portfolio
2.89%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in ALKS Over Time

Shares Held

Position Value (USD)

Derivatives in ALKS

reported options exposure · as of Dec 31, 2023
CallValue
$0
CallShares
0
PutValue
$748,980
PutShares
27,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Drug Manufacturers - Specialty & Generic

Healthcare · as of Mar 31, 2026

Affinity Asset Advisors, LLC holds $89,904,000 across 2 Drug Manufacturers - Specialty & Generic names. ALKS ranks #1 (53.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ALKS
Alkermes plc.
This page
1,350,000 $47,736,000

All Filings in ALKS

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13 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $47,736,000 1,350,000
2025-12-31 $27,980,000 1,000,000
2025-09-30 $37,500,000 1,250,000
2025-06-30 $28,610,000 1,000,000
2025-03-31 $33,020,000 1,000,000
2024-12-31 $31,636,000 1,100,000
2024-09-30 $27,990,000 1,000,000
2024-06-30 $15,665,000 650,000
2024-03-31 $2,030,250 75,000
2023-12-31 $9,886,092 356,384
2023-12-31 $748,980 27,000
2023-09-30 $2,801,000 100,000
2023-09-30 $5,602,000 200,000