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Lido Advisors, LLC

Position in MRNA — Moderna, Inc.

CIK 1650150 Los Angeles, CA

Position in MRNA

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$1,157,035
+$549,772 QoQ
Shares Held
16,522
+38.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#278
of 758 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority Sole 18% Shared 0% None 82%

Common Shares in MRNA Over Time

Shares Held

Position Value (USD)

Derivatives in MRNA

reported options exposure · as of Sep 30, 2023
CallValue
$0
CallShares
0
PutValue
$61,974
PutShares
600

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

Lido Advisors, LLC holds $48,509,639 across 38 Biotechnology names. MRNA ranks #8 (2.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
8 MRNA
Moderna, Inc.
This page
16,522 $1,157,035

All Filings in MRNA

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,157,035 16,522
2026-03-31 $607,263 11,954
2025-12-31 $468,005 15,870
2025-09-30 $324,707 12,571
2025-06-30 $374,506 13,574
2025-03-31 $4,376,898 154,388
2024-12-31 $5,593,507 134,524
2024-09-30 $5,093,314 76,213
2024-06-30 $6,942,836 58,466
2024-03-31 $8,752,304 82,135
2023-12-31 $8,084,090 81,288
2023-09-30 $478,955 4,637
2023-09-30 $61,974 600
2023-06-30 $72,900 600
2023-06-30 $556,713 4,582
2023-03-31 $2,469,719 16,081
2022-12-31 $513,533 2,859
2022-09-30 $391,289 3,309
2022-06-30 $631,825 4,423
2022-03-31 $764,489 4,438
2021-12-31 $253,980 1,000
2021-12-31 $825,688 3,251
2021-09-30 $1,098,005 2,853
2021-09-30 $384,860 1,000
2021-06-30 $381,137 1,622