Position in IBRX
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$6,631,712
+$5,724,756 QoQ
Shares Held
864,630
+88.8% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
12 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IBRX Over Time
Shares Held
Position Value (USD)
Derivatives in IBRX
reported options exposure · as of Dec 31, 2025CallValue
$61,380
CallShares
31,000
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 Biotechnology
Healthcare · as of Mar 31, 2026LPL Financial LLC holds $467,195,563 across 201 Biotechnology names. IBRX ranks #17 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
268,062 | $119,700,405 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
63,987 | $49,438,915 | |
| 3 | INSM |
INSMED Inc
|
138,281 | $22,611,709 | |
| 4 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
67,637 | $22,379,054 | |
| 5 | EXEL |
Exelixis, Inc.
|
399,612 | $17,139,358 | |
| 6 | ARGX |
Argenx SE
|
23,247 | $16,976,121 | |
| 7 | HALO |
Halozyme Therapeutics, Inc.
|
194,304 | $12,557,867 | |
| 8 | ROIV |
Roivant Sciences Ltd.
|
378,656 | $10,488,771 |
All Filings in IBRX
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,631,712 | 864,630 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $61,380 | 31,000 | Call | Sole | 2026-02-11 | |
| 2025-12-31 | $906,956 | 458,059 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $110,700 | 45,000 | Call | Sole | 2025-11-12 | |
| 2025-09-30 | $1,523,453 | 619,290 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $809,167 | 306,503 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $587,389 | 195,146 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $659,069 | 257,449 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $572,708 | 153,954 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $760,940 | 120,402 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $325,824 | 60,675 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $214,218 | 42,673 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $21,829 | 12,917 | Shares | Sole | 2023-11-13 | |
| 2021-03-31 | $1,524,226 | 64,205 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||