Opaleye Management Inc.

CIK: 0001595855Latest portfolio: $758.0M · Q4 2025

Holdings

54

Total Value

$758.0M

New Positions

21

Closed Positions

10

#StockSharesValue% PortfolioChangeType
1
HROWHARROW HEALTH INC
3,905,000$191.3M25.24%
2
LQDALIQUIDIA CORPORATION
2,435,000$85.0M11.21%-180,000
3
ETONETON PHARMACEUTICALS INC
2,860,000$48.4M6.38%
4
RYTMRHYTHM PHARMACEUTICALS INC
330,000$35.3M4.66%-131,700
5
APGEAPOGEE THERAPEUTICS INC
388,257$29.3M3.87%+25K
6
SNWVSANUWAVE HEALTH INC
981,267$29.3M3.86%+1K
7
STOKSTOKE THERAPEUTICS INC
695,000$22.1M2.91%+13K
8
OCULOCULAR THERAPEUTIX INC
1,595,000$19.4M2.55%
9
SLGLSOL GEL TECHNOLOGIES
453,739$19.1M2.52%+249K
10
CGONCG ONCOLOGY INC
410,000$17.0M2.25%
11
TGTXTG THERAPEUTICS INC
535,000$15.9M2.10%
12
IRONDISC MEDICINE INC
200,000$15.9M2.10%+6K
13
RZLTREZOLUTE INC
6,287,156$14.8M1.96%+5.4M
14
CBIOCRESCENT BIOPHARMA INC
1,178,300$14.0M1.84%NEW
15
ALKSALKERMES PLC
490,000$13.7M1.81%+40K
16
ACOGALPHA COGNITION INC
2,070,784$13.5M1.78%+2.0M
17
ANNXANNEXON INC
2,600,000$13.1M1.72%
18
EWTXEDGEWISE THERAPEUTICS INC
500,000$12.4M1.64%
19
CDXSCODEXIS INC
6,789,738$11.1M1.46%-6,005,262
20
PTGXPROTAGONIST THERAPEUTICS INC
105,000$9.2M1.21%
21
GOSSGOSSAMER BIO INC
2,720,000$8.4M1.11%-5,000
22
MBXMBX BIOSCIENCES INC
260,000$8.2M1.08%+7K
23
RVMDREVOLUTION MEDICINES INC
100,000$8.0M1.05%
24
XOMAXOMA CORP DEL
292,590$7.8M1.03%+38K
25
DERMJOURNEY MEDICAL CORP
975,000$7.5M0.99%+4K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
ACOG2.1M+2.0M
SLGL454K+249K
CABA900K+91K
ALKS490K+40K
XOMA293K+38K
RI270K+32K
APGE388K+25K
IRD1.1M+20K
STOK695K+13K
ZYME109K+9K

Decreased Positions

NameSharesChange
LQDA2.4M-180000
RYTM330K-131700
ALMS535K-130000
PLX2.5M-102380
TRVI345K-44900
GOSS2.7M-5000
ZNTL1.4M1.1M
RZLT6.3M5.4M

Sector Breakdown

Healthcare0.0% ($1.9134584981483627e+212T)
Financial Services0.0% ($13.5M)
Unknown0.0% ($3.0M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$758.0M54
Q3 2025Nov 14, 2025$707.3B43
Q2 2025Aug 14, 2025$498.9B41
Q1 2025May 15, 2025$449.2B45
Q4 2024Feb 14, 2025$571.4B39
Q3 2024Nov 14, 2024$599.6B44
Q2 2024Aug 14, 2024$437.7B51
Q1 2024May 15, 2024$436.9B51
Q4 2023Feb 14, 2024$376.1B47
Q3 2023Nov 15, 2023$307.4B41
Q2 2023Aug 14, 2023$418.1B47
Q1 2023May 15, 2023$333.9B41
Q4 2022Feb 10, 2023$287.6B40
Q3 2022Nov 14, 2022$242.1M42
Q2 2022Aug 15, 2022$221.9M47
Q1 2022May 16, 2022$322.0M45
Q4 2021Feb 14, 2022$471.5M39
Q3 2021Nov 16, 2021$535.4M48
Q2 2021Aug 16, 2021$602.1M48
Q1 2021May 18, 2021$680.8M58
Q4 2020Feb 12, 2021$765.6M59
Q3 2020Nov 16, 2020$511.3M55
Q2 2020Aug 14, 2020$495.1M48
Q1 2020May 15, 2020$377.4M44
Q4 2019Feb 14, 2020$509.7M47
Q3 2019Nov 14, 2019$276.5M49
Q2 2019Aug 14, 2019$328.1M43
Q1 2019May 15, 2019$361.1M53
Q4 2018Feb 14, 2019$268.0M47
Q3 2018Nov 14, 2018$393.0M47
Q2 2018Aug 14, 2018$386.4M36
Q1 2018May 14, 2018$349.7M38
Q4 2017Feb 9, 2018$312.3M35
Q3 2017Nov 14, 2017$282.8M34
Q2 2017Aug 14, 2017$239.4M41
Q1 2017May 15, 2017$200.9M44
Q4 2016Feb 21, 2017$169.7M40
Q3 2016Nov 14, 2016$191.1M44
Q2 2016Aug 12, 2016$149.7M49
Q1 2016May 16, 2016$158.6M50

Fund Information

CIK0001595855
Most Recent FilingFeb 17, 2026
Number of Filings40

Opaleye Management Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $758.0M across 54 holdings. The largest position is HARROW HEALTH INC (HROW), representing 25.2% of the portfolio. Compared to the previous quarter, the fund opened 21 new positions and closed 10 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.