Satter Management

Latest statistics and disclosures from Alerce Investment Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are ANNX, AKBA, AMWL, AADI, ALRN, and represent 100.00% of Alerce Investment Management's stock portfolio.
  • Added to shares of these 1 stock: ANNX.
  • Reduced shares in these 1 stock: ASMB.
  • Sold out of its position in ASMB.
  • Alerce Investment Management was a net seller of stock by $-382k.
  • Alerce Investment Management has $75M in assets under management (AUM), dropping by 28.45%.
  • Central Index Key (CIK): 0001844002

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Positions held by Satter Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Alerce Investment Management

Alerce Investment Management holds 5 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Annexon (ANNX) 44.7 $34M +4% 7.4M 4.54
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Akebia Therapeutics (AKBA) 26.7 $20M 16M 1.24
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American Well Corp Cl A (AMWL) 20.8 $16M 11M 1.49
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Aadi Bioscience (AADI) 4.4 $3.3M 1.6M 2.02
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Aileron Therapeutics Com New (ALRN) 3.4 $2.5M 831k 3.05
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Past Filings by Alerce Investment Management

SEC 13F filings are viewable for Alerce Investment Management going back to 2020