Opaleye Management Inc.
13F filer · CIK 1595855 · Boston, MA
Summary
Opaleye Management Inc. reported $1.10B across 58 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are LQDA (17.7%), ETON (9.4%), HROW (9.2%). Versus 2026 Q1, leaving options aside, it opened 13 new positions, added to 15, trimmed 13 and sold out of 9.
Reported value$1.10B
Positions58
Report period2026 Q2
FiledAug 14, 2026
New positions13
Added15
Trimmed13
Sold out9
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 17.7%Value $195.14MPrice $70.69Shares 2.45M -3.83%Since Jun 30 -11.34%
Weight 9.4%Value $103.53MPrice $59.19Shares 2.86MSince Jun 30 +63.51%
Weight 9.2%Value $101.93MPrice $31.40Shares 2.40M -15.26%Since Jun 30 -26.07%
Weight 5.7%Value $62.53MPrice $65.87Shares 855K +103.09%Since Jun 30 -9.94%
Weight 4.8%Value $52.99MPrice $40.45Shares 1.44M +0.70%Since Jun 30 +9.92%
Weight 4.7%Value $51.76MPrice $135.07Shares 390KSince Jun 30 +1.76%
Weight 4.3%Value $47.96MPrice $11.13Shares 3.55M +67.20%Since Jun 30 -17.62%
Weight 3.4%Value $37.07MPrice $72.25Shares 500KSince Jun 30 -2.55%
Weight 3.0%Value $32.76MPrice $4.09Shares 6.30MSince Jun 30 -21.35%
Weight 2.7%Value $29.39MPrice $56.19Shares 535KSince Jun 30 +2.28%
Weight 2.2%Value $24.18MPrice $10.54Shares 2.35MSince Jun 30 +2.23%
Weight 2.2%Value $23.75MPrice $14.76Shares 1.32M +0.51%Since Jun 30 -18.00%
Weight 2.1%Value $22.90MPrice $25.88Shares 700KSince Jun 30 -20.90%
Weight 1.9%Value $20.91MPrice $8.71Shares 2.90M +13.02%Since Jun 30 +20.64%
Weight 1.8%Value $20.32MPrice $39.19Shares 500KSince Jun 30 -3.54%
Weight 1.7%Value $18.73MPrice $204.48Shares 100KSince Jun 30 +9.18%
Weight 1.6%Value $18.03MPrice $11.74Shares 745KSince Jun 30 -51.49%
Weight 1.4%Value $15.48MPrice $7.29Shares 550KSince Jun 30 -74.09%
Weight 1.4%Value $15.33MPrice $1.35Shares 6.79MSince Jun 30 -40.27%
Weight 1.4%Value $15.33MPrice $13.00Shares 1.38MSince Jun 30 +17.43%
Weight 1.3%Value $14.38MPrice $40.17Shares 338K +12.79%Since Jun 30 -5.48%
Weight 1.3%Value $14.35MPrice $57.75Shares 260KSince Jun 30 +4.62%
Weight 1.2%Value $13.60MPrice $95.71Shares 123K -0.41%Since Jun 30 -13.80%
Weight 1.1%Value $12.51MPrice $2.59Shares 3.86M +100.41%Since Jun 30 -20.06%
Weight 1.1%Value $12.26MPrice $140.97Shares 100KSince Jun 30 +15.00%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 17.7% | $195.14M | -11.34% | -3.83% | Trim | |
| 9.4% | $103.53M | +63.51% | — | Hold | |
| 9.2% | $101.93M | -26.07% | -15.26% | Trim | |
| 5.7% | $62.53M | -9.94% | +103.09% | Add | |
| 4.8% | $52.99M | +9.92% | +0.70% | Add | |
| 4.7% | $51.76M | +1.76% | — | Hold | |
| 4.3% | $47.96M | -17.62% | +67.20% | Add | |
| 3.4% | $37.07M | -2.55% | — | Hold | |
| 3.0% | $32.76M | -21.35% | — | Hold | |
| 2.7% | $29.39M | +2.28% | — | Hold | |
| 2.2% | $24.18M | +2.23% | — | New | |
| 2.2% | $23.75M | -18.00% | +0.51% | Add | |
| 2.1% | $22.90M | -20.90% | — | Hold | |
| 1.9% | $20.91M | +20.64% | +13.02% | Add | |
| 1.8% | $20.32M | -3.54% | — | Hold | |
| 1.7% | $18.73M | +9.18% | — | Hold | |
| 1.6% | $18.03M | -51.49% | — | New | |
| 1.4% | $15.48M | -74.09% | — | Hold | |
| 1.4% | $15.33M | -40.27% | — | Hold | |
| 1.4% | $15.33M | +17.43% | — | New | |
| 1.3% | $14.38M | -5.48% | +12.79% | Add | |
| 1.3% | $14.35M | +4.62% | — | Hold | |
| 1.2% | $13.60M | -13.80% | -0.41% | Trim | |
| 1.1% | $12.51M | -20.06% | +100.41% | Add | |
| 1.1% | $12.26M | +15.00% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.