BELITE BIO INC BLTE
SPONSORED ADS · ADR · CUSIP 07782B104
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersSan Diego, CA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $156.00.
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 8 |
| Q4 2022 | 8 |
| Q1 2023 | 9 |
| Q2 2023 | 7 |
| Q3 2023 | 8 |
| Q4 2023 | 18 |
| Q1 2024 | 12 |
| Q2 2024 | 12 |
| Q3 2024 | 16 |
| Q4 2024 | 23 |
| Q1 2025 | 19 |
| Q2 2025 | 19 |
| Q3 2025 | 34 |
| Q4 2025 | 69 |
| Q1 2026 | 75 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 4 | 8 |
| Q3 2024 | 11 | 4 |
| Q4 2024 | 14 | 7 |
| Q1 2025 | 12 | 15 |
| Q2 2025 | 12 | 11 |
| Q3 2025 | 27 | 5 |
| Q4 2025 | 53 | 14 |
| Q1 2026 | 52 | 36 |
Biggest buyers
| Paradigm Biocapital Advisors LP | New | +1.1m |
| UBS Group AG | Added | +639.6k |
| Holocene Advisors, LP | Added | +410.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ | New | +281.8k |
| MORGAN STANLEY | Added | +173.4k |
| Patient Square Capital LP | New | +116.7k |
| Duquesne Family Office LLC | New | +106.1k |
| DEERFIELD MANAGEMENT COMPANY, L.P. | Added | +70.2k |
| GOLDMAN SACHS GROUP INC | Added | +60.9k |
| RENAISSANCE TECHNOLOGIES LLC | New | +52.0k |
Biggest sellers
| RA CAPITAL MANAGEMENT, L.P. | Sold out | -432.5k |
| Point72 Asset Management, L.P. | Sold out | -284.4k |
| PERCEPTIVE ADVISORS LLC | Reduced | -262.3k |
| MARSHALL WACE, LLP | Sold out | -192.7k |
| Western Standard LLC | Sold out | -60.0k |
| Soleus Capital Management, L.P. | Sold out | -40.4k |
| Squadron Capital Management LLC | Sold out | -26.0k |
| EVENTIDE ASSET MANAGEMENT, LLC | Reduced | -25.4k |
| SUPERSTRING CAPITAL MANAGEMENT LP | Sold out | -24.7k |
| JANE STREET GROUP, LLC | Reduced | -20.1k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Lin Bioscience International Ltd. 13G · exempt (held before listing) new · filed 2025-01-21 | 53.7% |
| Darwin Global Management, Ltd. 13G · passive investor +1.1 pts · filed 2026-02-17 | 8.1% |
Fell to 5% or below in the last year: Lin Yu-Hsin (3.1%, 2026-05-14)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Darwin Global Management, Ltd. 12.10% of their portfolio | 3.1m $456.1m | Added +29.7k |
| Paradigm Biocapital Advisors LP 3.63% of their portfolio | 1.1m $177.7m | New |
| UBS Group AG 0.02% of their portfolio | 768.4k $122.5m | Added +639.6k |
| RTW INVESTMENTS, LP 1.13% of their portfolio | 715.3k $114.1m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 570.1k $90.9m | Added +11.2k |
| Holocene Advisors, LP 0.19% of their portfolio | 494.5k $78.8m | Added +410.4k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.94% of their portfolio | 357.6k $57.0m | Reduced -25.4k |
| DEERFIELD MANAGEMENT COMPANY, L.P. 0.57% of their portfolio | 304.0k $48.5m | Added +70.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 281.8k $44.9m | New |
| MORGAN STANLEY 0.00% of their portfolio | 201.4k $32.1m | Added +173.4k |
| PERCEPTIVE ADVISORS LLC 0.48% of their portfolio | 152.0k $24.2m | Reduced -262.3k |
| Patient Square Capital LP 3.30% of their portfolio | 116.7k $18.6m | New |
| Duquesne Family Office LLC 0.58% of their portfolio | 106.1k $16.9m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 105.5k $16.8m | Added +60.9k |
| MPM BIOIMPACT LLC 1.08% of their portfolio | 88.0k $14.0m | Added +285 |
| Affinity Asset Advisors, LLC 0.61% of their portfolio | 65.0k $10.4m | Added +45.0k |
| FRED ALGER MANAGEMENT, LLC 0.04% of their portfolio | 62.6k $10.0m | Reduced -16.8k |
| PFM Health Sciences, LP 1.00% of their portfolio | 59.4k $9.5m | Added +39.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 52.0k $8.3m | New |
| Longaeva Partners L.P. 0.26% of their portfolio | 33.5k $5.3m | New |
| TD Asset Management Inc 0.00% of their portfolio | 33.4k $5.3m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 32.5k $5.2m | Added +30.1k |
| ADAR1 Capital Management, LLC 0.26% of their portfolio | 26.9k $4.3m | Reduced -13.0k |
| Artia Global Partners LP 0.90% of their portfolio | 25.0k $4.0m | Added +7.0k |
| Quadrature Capital Ltd 0.04% of their portfolio | 23.7k $3.8m | Reduced -1.1k |
| Aquatic Capital Management LLC 0.09% of their portfolio | 20.3k $3.2m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 19.6k $3.1m | New |
| Squarepoint Ops LLC 0.01% of their portfolio | 17.0k $2.7m | New |
| STATE STREET CORP 0.00% of their portfolio | 16.0k $2.6m | Added +308 |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 16.0k $2.5m | Added +443 |
| Trexquant Investment LP 0.02% of their portfolio | 15.1k $2.4m | New |
| XTX Topco Ltd 0.04% of their portfolio | 15.1k $2.4m | New |
| BALANCE CAPITAL PARTNERS L.P. 2.63% of their portfolio | 14.5k $2.3m | New |
| Verdad Advisers, LP 2.48% of their portfolio | 13.8k $2.2m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 12.2k $1.9m | Reduced -20.1k |
| HRT FINANCIAL LP 0.01% of their portfolio | 10.9k $1.7m | Added +2.8k |
| Blackstone Inc. 0.01% of their portfolio | 10.7k $1.7m | Not comparable |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 10.4k $1.7m | Reduced -18 |
| HighVista Strategies LLC 0.35% of their portfolio | 8.0k $1.3m | New |
| Voleon Capital Management LP 0.03% of their portfolio | 7.9k $1.3m | New |
| BARCLAYS PLC 0.00% of their portfolio | 6.8k $1.1m | Added +2.6k |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1.39% of their portfolio | 6.0k $957.3k | Added +3.0k |
| Amundi 0.00% of their portfolio | 4.2k $671.2k | New |
| SmartHarvest Portfolios, LLC 0.28% of their portfolio | 4.2k $667.6k | Added +3 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 3.8k $602.4k | Added +1.9k |
| High Net Worth Advisory Group LLC 0.13% of their portfolio | 3.5k $558.0k | Unchanged |
| Convergence Financial, LLC 0.05% of their portfolio | 3.0k $473.2k | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 2.8k $441.2k | Reduced -10.5k |
| Engineers Gate Manager LP 0.00% of their portfolio | 2.5k $396.8k | New |
| AXQ CAPITAL, LP 0.05% of their portfolio | 2.4k $378.2k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 2.3k $360.0k | Added +165 |
| SG Americas Securities, LLC 0.00% of their portfolio | 2.1k $342.0k | Reduced -611 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 2.0k $320.2k | Reduced -3.0k |
| Virtus Investment Advisers, LLC 0.08% of their portfolio | 1.9k $307.6k | Added +47 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 0.07% of their portfolio | 1.9k $302.9k | New |
| GAMMA Investing LLC 0.01% of their portfolio | 1.7k $272.2k | Reduced -72 |
| GSA CAPITAL PARTNERS LLP 0.02% of their portfolio | 1.6k $262.0k | Added +182 |
| EverSource Wealth Advisors, LLC 0.01% of their portfolio | 1.6k $256.4k | Added +10 |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 1.6k $254.5k | New |
| Merit Financial Group, LLC 0.00% of their portfolio | 1.4k $225.6k | New |
| Independent Advisor Alliance 0.00% of their portfolio | 1.3k $210.3k | Unchanged |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 0.00% of their portfolio | 1.3k $207.3k | Not comparable |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 657 $104.8k | Added +12 |
| Caitong International Asset Management Co., Ltd 0.01% of their portfolio | 349 $55.6k | Reduced -200 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 124 $19.8k | Added +24 |
| E Fund Management (Hong Kong) Co., Ltd. 0.01% of their portfolio | 83 $13.2k | New |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 70 $11.7k | Unchanged |
| Rossby Financial, LCC 0.00% of their portfolio | 55 $9.2k | Added +42 |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 22 $3.5k | Reduced -28 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 15 $2.5k | Reduced -86 |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 13 $2.1k | New |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 6 $912 | Unchanged |
| Bell Investment Advisors, Inc 0.00% of their portfolio | 4 $638 | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 3 $448 | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 1 $159 | Reduced -2.1k |