Alerce Investment Management, L.P.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Alerce Investment Management, L.P. reported 5 stock positions worth $56.8 million. Its top holding was Annexon (ANNX) at 66.9% of the portfolio, followed by Akebia Therapeutics (AKBA, 19.2%) and Verona Pharma (VRNA, 7.2%). Compared with Q3 2024, it reduced 1. The biggest sale was Verona Pharma (VRNA, shares −57%).
- Most Recent 13F
- Q4 2024
- Location
- Chicago, IL
- CIK
- 0001844002
- Portfolio Value
- $56.8M (Q4 2024)
- SEC Filing
- 0000895345-25-000069 ↗ filed Feb 14, 2025
Holdings Value
Holdings 5 stocks · $56.8M
| ANNX Annexon Inc. | 66.89% | 7,406,024 | $38.0M | No change |
| AKBA Akebia Therapeutics Inc. | 19.23% | 5,747,906 | $10.9M | No change |
| VRNA Verona Pharma Ltd. | 7.19% | 88,000 | $4.1M | Reduce -57.3% |
| AMWL American Well Corp. Class A | 6.69% | 523,785 | $3.8M | No change |
| WHWK Whitehawk Therapeutics Inc. filed as AADI BIOSCIENCE INC | 0.00% | 659 | $2K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| VRNA Verona Pharma Ltd. | Reduce -57.3% | 7.19% | −2.31 |
Portfolio Buys Q3 2024 → Q4 2024
| None this quarter. | |||