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Caption Management, LLC

Position in AVTX — Avalo Therapeutics, Inc.

CIK 1706766 OKLAHOMA CITY, OK

Position in AVTX

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$3,880,800
-$2,912,350 QoQ
Shares Held
210,000
-53.8% QoQ
Ownership
0.392%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#52
of 126 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in AVTX Over Time

Shares Held

Position Value (USD)

Derivatives in AVTX

reported options exposure · as of Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$6,371,904
PutShares
344,800

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 Biotechnology

Healthcare · as of Jun 30, 2026

Caption Management, LLC holds $249,760,911 across 78 Biotechnology names. AVTX ranks #18 (1.6% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in AVTX

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,371,904 344,800
2026-06-30 $3,880,800 210,000
2026-03-31 $6,793,150 455,000
2026-03-31 $9,431,281 631,700
2025-12-31 $955,960 52,641
2025-12-31 $2,724,000 150,000
2025-12-31 $1,816,000 100,000