BLTE · Belite Bio, Inc · Holdings

$150.27 -2.91 (-1.90%)

Market Cap

$6.05B

40.27M

Volume · Oct 22 125.66K Avg daily vol (3M) 183.42K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of BLTE: 13F, 13D and 13G, insiders and funds →

Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.

The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.

Quarter:

Holders: 80

Total Value: $1,458,813,361

Total Shares: 9,473,546

Institutional Ownership Trend

18 quarters

Superinvestors Holding BLTE

All superinvestors →

Stanley Druckenmiller $16,337,808

Holder Concentration

Across 80 13F filers

Top Holder

32.5%

of institutional value

Top 5

62.5%

of institutional value

Top 10

78.1%

of institutional value

HHI

1,404

Broadly held

Who Holds BLTE

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 80 filers, like-for-like change +3.9%; actively managed books +2.9%; index-like books +30.1%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	52.4%	44	+12.8%	13	8
Exempt adviser	32.7%	5	+1.1%	2	0
Adviser	1.5%	2	+38.2%	0	1
Bank	4.5%	9	-47.6%	1	1
Non-US	0.0%	2	-56.8%	0	0
Holding company	4.3%	3	+30.0%	1	1
Unknown	4.6%	15	+3.4%	4	5

Style	Share	Filers	Change	New	Exited
Index-like	4.7%	5	+30.1%	0	1
Systematic-like	9.2%	15	+38.5%	9	3
Concentrated	47.2%	11	+2.8%	2	2
Diversified active	38.9%	49	-2.9%	10	10
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	7.8%	26	+6.7%	3	4
Medium turnover	69.9%	23	-5.4%	3	5
High turnover	21.9%	27	+48.9%	14	7
Unknown	0.4%	4	+25.0%	1	0
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	33.3%	15	-1.3%	7	5
Medium horizon	22.6%	14	+35.9%	2	2
Long horizon	31.4%	38	-10.4%	5	6
Unknown	12.8%	13	+17.2%	7	3
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	2.1%	17	-0.8%	4	2
$1B to $10B	62.0%	24	+8.3%	8	5
$10B to $100B	16.7%	15	+12.2%	6	7
$100B or more	19.3%	24	-12.6%	3	2
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	0.1%	10	-13.2%	3	2
Pooled investment vehicles	46.0%	25	+19.6%	10	6
Registered funds and BDCs	5.5%	5	-26.7%	0	0
Pension and profit sharing plans	0.0%	1	+30.8%	0	0
Governments and sovereign funds	0.5%	1	+228.5%	0	0
Other investment advisers	0.0%	1	-1.2%	0	0
Corporations	0.0%	0	—	0	0
Other	0.0%	0	—	0	0
Unknown	47.8%	37	-4.2%	8	8

Private funds	Share	Filers	Change	New	Exited
Hedge funds	76.3%	30	+7.3%	10	5
Private equity funds	0.0%	1	new	1	0
Venture capital funds	6.8%	2	+79.2%	1	0
Real estate funds	0.0%	2	-99.5%	1	0
Other private funds	1.3%	2	-57.7%	1	0
Mixed private funds	0.4%	1	-41.4%	0	0
No private funds	0.4%	11	+30.5%	1	2
Private funds, type not stated	0.0%	0	-100.0%	0	1
Unknown	14.9%	31	-14.7%	6	8

Location	Share	Filers	Change	New	Exited
United States	64.3%	62	+18.0%	16	11
Outside the US	35.7%	18	-14.5%	5	5

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Conviction and Crowding

80 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

6.25% of filers hold it in their top 10

Mar 31, 2026: 5

Holders above 5%

median weight 0.008%

Mar 31, 2026: 2

Crowding

—

a foreign private issuer reports ordinary shares, a different unit from the listed shares

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

a foreign private issuer reports ordinary shares, a different unit from the listed shares

Top 10 holders

78.1%

of 13F shares, Herfindahl 0.140

Active holders

+2.9%

like-for-like share change of active filers

5% stakes on record

0 13D, 2 13G (0 institutional, 1 passive, 1 exempt)

How long holders have held it value-weighted 3.6 quarters

Under 1 year 71.7% 1 to 3 years 24.1% 3 years or more 4.21% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net sellers of $1,024,441 (0 buying, 1 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost

$134.88

estimated per share

Mar 31, 2026: $133.63

Quarter-end price

$153.98

implied by 13F values

Estimated gain or loss

+14.2%

price against the estimated cost

Estimated at a loss

26.6%

of costed 13F value

Estimated cost covers 99.9% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies BLTE's active holders also own, quarter ended Jun 30, 2026

#	Company	Shared holders	Similarity
1	DNTH Dianthus Therapeutics, Inc.	10	0.304
2	TNGX Tango Therapeutics, Inc.	9	0.297
3	ERAS Erasca, Inc.	8	0.276
4	CGEM Cullinan Therapeutics, Inc.	6	0.274
5	RVMD Revolution Medicines, Inc.	15	0.270
6	IMVT Immunovant, Inc.	6	0.263
7	GPCR Structure Therapeutics Inc.	8	0.258
8	ELVN Enliven Therapeutics, Inc.	8	0.253
9	PRAX Praxis Precision Medicines, Inc.	8	0.246
10	SYRE Spyre Therapeutics, Inc.	8	0.246

Shareholder Targets

13F filers that own its peers but not BLTE, quarter ended Jun 30, 2026

Found through its holder-overlap peers: DNTH, TNGX, ERAS, CGEM, RVMD, IMVT, GPCR, ELVN, PRAX, SYRE, ABVX, INSM, ORKA, XENE, TYRA, CGON, MLYS, JBIO, TARS, EWTX. 1,123 filers in all.

#	Filer	In peers	Of book	Largest peers
1	BlackRock, Inc. Holding company, Index-like	$9,673,626,023 20 held	0.140%	RVMD, INSM, PRAX
2	Jupiter Topco LLC Unknown, Diversified active	$5,445,219,160 20 held	2.22%	RVMD, PRAX, GPCR
3	VANGUARD CAPITAL MANAGEMENT LLC Registered adviser, Index-like	$5,296,769,876 18 held	0.110%	RVMD, INSM, PRAX
4	BAKER BROS. ADVISORS LP Registered adviser, Concentrated	$4,294,062,093 12 held	21.6%	RVMD, INSM, PRAX
5	VANGUARD PORTFOLIO MANAGEMENT LLC Registered adviser, Diversified active	$4,104,994,967 18 held	0.190%	RVMD, INSM, PRAX
6	FARALLON CAPITAL MANAGEMENT LLC Registered adviser, Diversified active	$3,161,496,464 4 held	18.7%	RVMD, TNGX, IMVT
7	WELLINGTON MANAGEMENT GROUP LLP Holding company, Diversified active	$2,224,893,935 20 held	0.380%	RVMD, GPCR, CGON
8	TCG Crossover Management, LLC Unknown, Diversified active	$2,024,211,248 9 held	48.7%	ABVX, TNGX, CGON
9	T. Rowe Price Investment Management, Inc. Adviser, Diversified active	$1,917,251,761 11 held	1.26%	CGON, ERAS, DNTH
10	PERCEPTIVE ADVISORS LLC Registered adviser, Diversified active	$1,645,138,132 9 held	26.5%	PRAX, SYRE, EWTX

Fund Ownership of BLTE by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 0.09% of shares outstanding.

Fund type	Of shares outstanding	Change	Shares	Funds
Index funds	0.04%	+0.02 pp	15,214	5
Index ETFs	0.05%	0.00 pp	21,210	4
Active ETFs	0.00%	0.00 pp	1,282	1
Active funds	0.54%	-0.18 pp	219,187	12
Unclassified	0.01%	+0.01 pp	3,815	2
All registered funds	0.65%	-0.15 pp	260,708	24

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 44 Exempt adviser 5 Adviser 2 Bank 9 Non-US 2 Holding company 3 Unknown 15

Showing 80 of 80

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Darwin Global Management, Ltd.

$473,845,567

32.48%

3,077,219

Paradigm Biocapital Advisors LP

$189,844,564

13.01%

1,232,877

RTW INVESTMENTS, LP

$110,150,398

7.55%

715,332

MILLENNIUM MANAGEMENT LLC

$76,155,437

5.22%

494,564

MAVERICK CAPITAL LTD

$61,025,949

4.18%

396,311

EVENTIDE ASSET MANAGEMENT, LLC

$60,181,803

4.13%

390,829

DEERFIELD MANAGEMENT COMPANY, L.P.

$55,003,288

3.77%

357,199

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Deerfield UGP, LLC	357,199	$55,003,288	100.0%	Defined

Holocene Advisors, LP

$38,655,624

2.65%

251,035

Logos Global Management LP

$38,496,250

2.64%

250,000

MORGAN STANLEY

$36,197,406

2.48%

235,071

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO. LLC	39,052	$6,013,422	16.6%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	192,069	$29,575,744	81.7%	Defined
MORGAN STANLEY SMITH BARNEY LLC	2,511	$386,656	1.1%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	1,439	$221,584	0.6%	Defined

UBS Group AG

$34,644,930

2.37%

224,989

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	224,876	$34,627,530	99.9%	Defined
UBS Europe SE	113	$17,400	0.1%	Defined

CITADEL ADVISORS LLC

$28,667,078

1.97%

186,168

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	9,958	$1,533,382	5.3%	Defined
Held directly	176,210	$27,133,696	94.7%	Defined

GOLDMAN SACHS GROUP INC

$25,590,459

1.75%

166,188

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	166,188	$25,590,459	100.0%	Defined

Affinity Asset Advisors, LLC

$25,407,525

1.74%

165,000

MPM BIOIMPACT LLC

$21,127,973

1.45%

137,208

BANK OF AMERICA CORP /DE/

$19,214,709

1.32%

124,783

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	99,492	$15,320,275	79.7%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	2,652	$408,368	2.1%	Defined
BOFA SECURITIES, INC.	22,639	$3,486,066	18.1%	Defined

Patient Square Capital LP

$16,938,350

1.16%

110,000

Duquesne Family Office LLC

$16,337,808

1.12%

106,100

PRICE T ROWE ASSOCIATES INC /MD/

$16,300,698

1.12%

105,859

JANE STREET GROUP, LLC

$10,132,366

0.69%

65,801

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	65,282	$10,052,448	99.2%	Defined
Jane Street Global Trading, LLC	519	$79,918	0.8%	Defined

BNP PARIBAS ARBITRAGE, SA

$8,796,393

0.60%

57,125

RENAISSANCE TECHNOLOGIES LLC

$8,586,665

0.59%

55,763

Point72 Asset Management, L.P.

$7,881,876

0.54%

51,186

Soleus Capital Management, L.P.

$7,779,938

0.53%

50,524

Trexquant Investment LP

$7,624,721

0.52%

49,516

TWO SIGMA INVESTMENTS, LP

$5,866,828

0.40%

38,100

PFM Health Sciences, LP

$5,359,139

0.37%

34,803

JPMORGAN CHASE & CO

$5,109,376

0.35%

33,181

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	33,181	$5,109,376	100.0%	Defined

Walleye Capital LLC

$4,884,558

0.33%

31,721

Artia Global Partners LP

$3,847,931

0.26%

24,989

GEODE CAPITAL MANAGEMENT, LLC

$3,486,220

0.24%

22,640

BALANCE CAPITAL PARTNERS L.P.

$3,464,662

0.24%

22,500

NATIONAL BANK OF CANADA /FI/

$3,079,700

0.21%

20,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NBC Global Finance Ltd	20,000	$3,079,700	100.0%	Defined

STATE STREET CORP

$2,452,057

0.17%

15,924

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	15,924	$2,452,057	100.0%	Defined

Verdad Advisers, LP

$2,118,525

0.15%

13,758

ORBIMED ADVISORS LLC

$2,048,000

0.14%

13,300

TD Asset Management Inc

$2,003,344

0.14%

13,010

BOOTHBAY FUND MANAGEMENT, LLC

$1,960,691

0.13%

12,733

Qube Research & Technologies Ltd

$1,874,151

0.13%

12,171

Lighthouse Investment Partners, LLC

$1,539,850

0.11%

10,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
North Rock Capital Management, LLC	10,000	$1,539,850	100.0%	Defined

MANUFACTURERS LIFE INSURANCE COMPANY, THE

$1,512,132

0.10%

9,820

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANULIFE FINANCIAL CORP joint	9,820	$1,512,132	100.0%	Defined

HighVista Strategies LLC

$1,471,172

0.10%

9,554

Squarepoint Ops LLC

$1,352,758

0.09%

8,785

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	8,785	$1,352,758	100.0%	Defined

BARCLAYS PLC

$1,050,485

0.07%

6,822

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	6,822	$1,050,485	100.0%	Defined

Capricorn Fund Managers Ltd

$985,504

0.07%

6,400

Voleon Capital Management LP

$968,411

0.07%

6,289

GSA CAPITAL PARTNERS LLP

$671,990

0.05%

4,364

SmartHarvest Portfolios, LLC

$671,220

0.05%

4,359

XTX Topco Ltd

$667,217

0.05%

4,333

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	4,333	$667,217	100.0%	Defined

Mariner, LLC

$590,532

0.04%

3,835

Entropy Technologies, LP

$569,744

0.04%

3,700

High Net Worth Advisory Group LLC

$538,947

0.04%

3,500

FMR LLC

$477,353

0.03%

3,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	3,100	$477,353	100.0%	Defined

AMERIPRISE FINANCIAL INC

$466,420

0.03%

3,029

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	105	$16,168	3.5%	Defined
Ameriprise Financial Services, LLC	2,924	$450,252	96.5%	Defined

Engineers Gate Manager LP

$427,000

0.03%

2,773

Virtus Investment Advisers, LLC

$364,790

0.03%

2,369

FRED ALGER MANAGEMENT, LLC

$326,294

0.02%

2,119

Jain Global LLC

$323,522

0.02%

2,101

Arrowpoint Investment Partners (Singapore) Pte. Ltd.

$309,201

0.02%

2,008

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Arrowpoint Investment Partners (Hong Kong) Ltd	2,008	$309,201	100.0%	Defined

GAMMA Investing LLC

$300,751

0.02%

1,771

DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.

$292,571

0.02%

1,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dymon Asia Capital (HK) Ltd	1,900	$292,571	100.0%	Defined

R Squared Ltd

$206,031

0.01%

1,338

Independent Advisor Alliance

$203,106

0.01%

1,319

SG Americas Securities, LLC

$140,588

0.01%

913

Mirae Asset Global Investments Co., Ltd.

$72,372

0.00%

470

ROYAL BANK OF CANADA

$49,582

0.00%

322

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	12	$1,847	3.7%	Defined
RBC Dominion Securities Inc.	310	$47,735	96.3%	Defined

Bayforest Capital Ltd

$47,273

0.00%

307

WELLS FARGO & COMPANY/MN

$19,094

0.00%

124

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	124	$19,094	100.0%	Defined

E Fund Management (Hong Kong) Co., Ltd.

$17,400

0.00%

113

CITIGROUP INC

$7,237

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	47	$7,237	100.0%	Defined

Farther Finance Advisors, LLC

$6,792

0.00%

JONES FINANCIAL COMPANIES LLLP

$4,927

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	32	$4,927	100.0%	Sole

NISA INVESTMENT ADVISORS, LLC

$4,924

0.00%

SBI Securities Co., Ltd.

$3,387

0.00%

Rossby Financial, LCC

$3,079

0.00%

WEST PACES ADVISORS INC.

$3,056

0.00%

Bell Investment Advisors, Inc

$2,001

0.00%

EverSource Wealth Advisors, LLC

$923

0.00%

ACTION POINT FINANCIAL PLANNING, LLC

$461

0.00%

Arax Advisory Partners

$307

0.00%

Key facts CIK 1889109 CUSIP 07782B104 13F (30d) 5 filings 5 filers Visit website Investor relations