Position in FOLD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,692,047
-$3,292,669 QoQ
Shares Held
186,172
-55.7% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#115
of 297 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FOLD Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Neo Ivy Capital Management holds $22,354,354 across 16 Biotechnology names. FOLD ranks #2 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DYN |
Dyne Therapeutics, Inc.
|
168,753 | $3,059,491 | |
| 2 | FOLD |
AMICUS THERAPEUTICS, INC.
This page
|
186,172 | $2,692,047 | |
| 3 | BMRN |
Biomarin Pharmaceutical Inc
|
43,355 | $2,449,123 | |
| 4 | KYMR |
Kymera Therapeutics, Inc.
|
27,033 | $2,251,578 | |
| 5 | TGTX |
Tg Therapeutics, Inc.
|
60,833 | $2,020,872 | |
| 6 | ADMA |
Adma Biologics, Inc.
|
199,687 | $1,799,179 | |
| 7 | ROIV |
Roivant Sciences Ltd.
|
64,106 | $1,775,736 | |
| 8 | RARE |
Ultragenyx Pharmaceutical Inc.
|
73,601 | $1,541,940 |
All Filings in FOLD
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,692,047 | 186,172 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,984,716 | 420,275 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $388,200 | 49,264 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $3,727,917 | 395,745 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $702,594 | 65,786 | Shares | Sole | 2024-11-18 | |
| 2023-09-30 | $75,927 | 6,244 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $343,114 | 27,318 | Shares | Sole | 2023-08-16 | |
| 2022-12-31 | $120,659 | 9,882 | Shares | Sole | 2023-03-27 | |
| 2022-03-31 | $31,421 | 3,318 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $16,793 | 1,454 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $29,337 | 3,072 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $352,766 | 36,594 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $142,650 | 6,178 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $42,021 | 2,976 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $46,325 | 3,072 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $143,173 | 15,495 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||