Hudson Bay Capital Management LP
Position in LKFT — Lakefront Biotherapeutics NV
CIK 1393825
STAMFORD, CT
Position in LKFT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,325,000
-$3,234,000 QoQ
Shares Held
77,500
-54.4% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LKFT Over Time
Shares Held
Position Value (USD)
Derivatives in LKFT
reported options exposure · as of Jun 30, 2025CallValue
$7,932,366
CallShares
283,400
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 Jun 30, 2026Hudson Bay Capital Management LP holds $565,779,637 across 77 Biotechnology names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
390,440 | $193,943,261 | |
| 2 | BMRN |
Biomarin Pharmaceutical Inc
|
825,002 | $47,206,614 | |
| 3 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
148,720 | $44,769,181 | |
| 4 | BNTX |
BioNTech SE
|
260,000 | $24,193,000 | |
| 5 | IMCR |
Immunocore Holdings plc
|
590,000 | $18,732,500 | |
| 6 | TECH |
BIO-TECHNE Corp
|
200,000 | $14,130,000 | |
| 7 | VIR |
Vir Biotechnology, Inc.
|
1,364,000 | $13,899,160 | |
| 8 | PTCT |
Ptc Therapeutics, Inc.
|
159,778 | $13,033,091 |
All Filings in LKFT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,325,000 | 77,500 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,559,000 | 170,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,486,800 | 245,000 | Shares | Sole | 2025-12-15 | |
| 2025-06-30 | $14,414,850 | 515,000 | Shares | Sole | 2025-08-18 | |
| 2025-06-30 | $7,932,366 | 283,400 | Call | Sole | 2025-08-18 | |
| 2025-03-31 | $14,192,800 | 565,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $15,243,250 | 554,300 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,682,900 | 510,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $13,009,500 | 525,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,923,280 | 432,400 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,495,800 | 332,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,092,500 | 350,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $13,214,500 | 325,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,733,412 | 226,020 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,868,750 | 312,500 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,751,400 | 322,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,080,700 | 216,500 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,015,650 | 32,500 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,993,850 | 145,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,154,550 | 155,000 | Shares | Sole | 2021-12-29 | |
| 2021-06-30 | $8,611,250 | 125,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,432,675 | 57,500 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||