ADAR1 Capital Management, LLC
Position in AMLX — Amylyx Pharmaceuticals, Inc.
CIK 1940272
AUSTIN, TX
Position in AMLX
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$13,908,395
+$3,152,895 QoQ
Shares Held
1,000,604
+12.4% QoQ
Ownership
0.900%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AMLX Over Time
Shares Held
Position Value (USD)
Derivatives in AMLX
reported options exposure · as of Dec 31, 2024CallValue
$37,800
CallShares
10,000
PutValue
$0
PutShares
0
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, 2026ADAR1 Capital Management, LLC holds $31,391,903 across 13 Drug Manufacturers - Specialty & Generic names. AMLX ranks #1 (44.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMLX |
Amylyx Pharmaceuticals, Inc.
This page
|
1,000,604 | $13,908,395 | |
| 2 | TEVA |
Teva Pharmaceutical Industries Ltd
|
268,391 | $8,083,936 | |
| 3 | BIOA |
BioAge Labs, Inc.
|
135,560 | $2,370,944 | |
| 4 | ALKS |
Alkermes plc.
|
46,400 | $1,640,704 | |
| 5 | SUPN |
Supernus Pharmaceuticals, Inc.
|
29,642 | $1,532,194 | |
| 6 | KNSA |
Kiniksa Pharmaceuticals International, plc
|
26,913 | $1,295,860 | |
| 7 | BCRX |
Biocryst Pharmaceuticals Inc
|
105,000 | $999,600 | |
| 8 | ELAN |
Elanco Animal Health Inc
|
20,000 | $478,600 |
All Filings in AMLX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,908,395 | 1,000,604 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $10,755,500 | 890,356 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $11,771,685 | 866,202 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,724,697 | 1,205,101 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,209,417 | 1,471,587 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $37,800 | 10,000 | Call | Sole | 2025-02-13 | |
| 2024-09-30 | $715,735 | 220,906 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $32,400 | 10,000 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $19,000 | 10,000 | Call | Sole | 2024-08-13 | |
| 2024-06-30 | $203,881 | 107,306 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $110,356 | 38,858 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $90,312 | 31,800 | Put | Sole | 2024-05-15 | |
| 2024-03-31 | $210,444 | 74,100 | Call | Sole | 2024-05-15 | |
| 2023-12-31 | $176,640 | 12,000 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $468,096 | 31,800 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $1,141,653 | 77,558 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||