Lakefront Biotherapeutic-adr (LKFT) — 13F Holders Deep Dive (Q2 2026)

LKFT ranks #5142 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

LKFT is a top-conviction position for Gilead Sciences, Inc. — at 30.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

Madison Avenue Partners, LP has added to its LKFT position for two straight quarters, increasing it by $31.0M to reach $103.4M today.

Gilead Sciences, Inc. has trimmed its LKFT position for two straight quarters, cutting it by $50.5M while still holding $500.2M.

LKFT is down 1.9% today, but institutions show net buying of $48.2M this quarter — a divergence between today's price move and the underlying institutional flow.

LKFT reported a net loss of $248.4M over the trailing twelve months.

• Not yet profitable — net loss of $248.4M over the trailing twelve months
• Revenue grew 48.0% year over year
• Net income declined year over year, from -$219.7M to -$248.4M
• Operating cash flow was negative, using $257.5M in cash
• Current ratio of 20.15x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.05x equity — within a conventional range