Lb Pharmaceuticals Inc (LBRX) — Who Owns This Stock? 13F Breakdown (Q2 2026)

LBRX ranks #4245 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

LBRX is a top-conviction position for Nan Fung Group Holdings Ltd — at 15.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in LBRX belongs to Deep Track Capital, LP, but the position matters far more to Nan Fung Group Holdings Ltd, who has 15.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its LBRX position for two straight quarters, increasing it by $38.9M to reach $88.7M today.

Logos Global Management LP has trimmed its LBRX position for two straight quarters, cutting it by $7.7M while still holding $19.0M.

LBRX is down 1.3% today, but institutions show net buying of $76.0M this quarter — a divergence between today's price move and the underlying institutional flow.

LBRX reported a net loss of $25.2M in its latest fiscal year.

• Not yet profitable — net loss of $25.2M in the latest fiscal year
• Net income improved year over year, from -$63.1M to -$25.2M
• Operating cash flow was negative, using $35.2M in cash
• Current ratio of 41.44x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.04x equity — within a conventional range