OPALEYE MANAGEMENT INC.

PrivateCIK: 1595855
Location

BOSTON, MA

58
Positions
$1.10B
Total AUM (reported)
65.60M
Total Shares

Allocation by class

TOTAL AUM$1.10B58 positions
COM$775.29M70.2%
COM NEW$287.45M26.0%
SHS NEW$37.63M3.4%
COM SHS$1.75M0.2%
ORD SHS$1.31M0.1%
SHS$749.0K0.1%

Portfolio Concentration

Top 336.3%4–1028.5%11–2523.7%Rest11.5%TOP 1064.8%0%100%
Top 3$400.60M36.3%
4–10$314.47M28.5%
11–25$262.05M23.7%
Rest$127.05M11.5%

Top 3 weight

36.3%

Top 10 weight

64.8%

Voting Authority Distribution

Total shares with voting rights: 65.60M

Sole

Full voting authority

65.60M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole58
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings58
Rows:

LIQUIDIA CORPORATION

SOLE
COM NEW
Shares2.45M
TypeSH
Market value$195.14M
17.67%
Sole
2.45M
Shared
0.00
None
0.00

ETON PHARMACEUTICALS INC

SOLE
COM
Shares2.86M
TypeSH
Market value$103.53M
9.38%
Sole
2.86M
Shared
0.00
None
0.00

HARROW INC

SOLE
COM
Shares2.40M
TypeSH
Market value$101.93M
9.23%
Sole
2.40M
Shared
0.00
None
0.00

DISC MEDICINE INC

SOLE
COM
Shares855K
TypeSH
Market value$62.53M
5.66%
Sole
855K
Shared
0.00
None
0.00

UROGEN PHARMA LTD

SOLE
COM
Shares1.44M
TypeSH
Market value$52.99M
4.80%
Sole
1.44M
Shared
0.00
None
0.00

APOGEE THERAPEUTICS INC

SOLE
COM
Shares390K
TypeSH
Market value$51.76M
4.69%
Sole
390K
Shared
0.00
None
0.00

MEIRAGTX HLDGS PLC

SOLE
COM
Shares3.55M
TypeSH
Market value$47.96M
4.34%
Sole
3.55M
Shared
0.00
None
0.00

SOL-GEL TECHNOLOGIES LTD

SOLE
SHS NEW
Shares500K
TypeSH
Market value$37.07M
3.36%
Sole
500K
Shared
0.00
None
0.00

REZOLUTE INC

SOLE
COM NEW
Shares6.30M
TypeSH
Market value$32.76M
2.97%
Sole
6.30M
Shared
0.00
None
0.00

TG THERAPEUTICS INC

SOLE
COM
Shares535K
TypeSH
Market value$29.39M
2.66%
Sole
535K
Shared
0.00
None
0.00

IMMIX BIOPHARMA INC

SOLE
COM
Shares2.35M
TypeSH
Market value$24.18M
2.19%
Sole
2.35M
Shared
0.00
None
0.00

CRESCENT BIOPHARMA INC.

SOLE
COM
Shares1.32M
TypeSH
Market value$23.75M
2.15%
Sole
1.32M
Shared
0.00
None
0.00

STOKE THERAPEUTICS INC

SOLE
COM
Shares700K
TypeSH
Market value$22.90M
2.07%
Sole
700K
Shared
0.00
None
0.00

ALPHA COGNITION INC

SOLE
COM NEW
Shares2.90M
TypeSH
Market value$20.91M
1.89%
Sole
2.90M
Shared
0.00
None
0.00

EDGEWISE THERAPEUTICS INC

SOLE
COM
Shares500K
TypeSH
Market value$20.32M
1.84%
Sole
500K
Shared
0.00
None
0.00

REVOLUTION MEDICINES INC

SOLE
COM
Shares100K
TypeSH
Market value$18.73M
1.70%
Sole
100K
Shared
0.00
None
0.00

MONTE ROSA THERAPEUTICS INC

SOLE
COM
Shares745K
TypeSH
Market value$18.03M
1.63%
Sole
745K
Shared
0.00
None
0.00

ALUMIS INC

SOLE
COM
Shares550K
TypeSH
Market value$15.48M
1.40%
Sole
550K
Shared
0.00
None
0.00

CODEXIS INC

SOLE
COM
Shares6.79M
TypeSH
Market value$15.33M
1.39%
Sole
6.79M
Shared
0.00
None
0.00

REPLIMUNE GROUP INC

SOLE
COM
Shares1.38M
TypeSH
Market value$15.33M
1.39%
Sole
1.38M
Shared
0.00
None
0.00

XOMA ROYALTY CORPORATION

SOLE
COM NEW
Shares338.37K
TypeSH
Market value$14.38M
1.30%
Sole
338.37K
Shared
0.00
None
0.00

MBX BIOSCIENCES INC

SOLE
COM
Shares260K
TypeSH
Market value$14.35M
1.30%
Sole
260K
Shared
0.00
None
0.00

RHYTHM PHARMACEUTICALS INC

SOLE
COM
Shares122.50K
TypeSH
Market value$13.60M
1.23%
Sole
122.50K
Shared
0.00
None
0.00

EDITAS MEDICINE INC

SOLE
COM
Shares3.86M
TypeSH
Market value$12.51M
1.13%
Sole
3.86M
Shared
0.00
None
0.00

PROTAGONIST THERAPEUTICS INC

SOLE
COM
Shares100K
TypeSH
Market value$12.26M
1.11%
Sole
100K
Shared
0.00
None
0.00
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