ZURA BIO LTD ZURA
CLASS A ORD SHS · Common Stock · CUSIP G9TY5A101
- SectorHealth care
- IndustryBiological Products, (No Diagnostic Substances)
- HeadquartersLa Jolla, 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. Shares outstanding: 43.6m as of 2024-03-26, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $3.49.
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2023 | 3 |
| Q2 2023 | 39 |
| Q3 2023 | 42 |
| Q4 2023 | 45 |
| Q1 2024 | 46 |
| Q2 2024 | 58 |
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 2023 | 38 | 2 |
| Q3 2023 | 28 | 9 |
| Q4 2023 | 34 | 9 |
| Q1 2024 | 19 | 24 |
| Q2 2024 | 36 | 16 |
Biggest buyers
| Venrock Adviser, LLC | New | +6.0m |
| RA CAPITAL MANAGEMENT, L.P. | New | +3.2m |
| Point72 Asset Management, L.P. | New | +2.4m |
| MONTANOVA CAPITAL, LLC | Added | +2.0m |
| GREAT POINT PARTNERS LLC | Added | +1.9m |
| ARMISTICE CAPITAL, LLC | Added | +876.0k |
| Deep Track Capital, LP | Added | +760.8k |
| Woodline Partners LP | New | +515.9k |
| Polar Asset Management Partners Inc. | New | +259.2k |
| SUPERSTRING CAPITAL MANAGEMENT LP | New | +156.6k |
Biggest sellers
| Affinity Asset Advisors, LLC | Reduced | -226.7k |
| Calamos Advisors LLC | Sold out | -200.0k |
| CITADEL ADVISORS LLC | Reduced | -47.8k |
| JANE STREET GROUP, LLC | Reduced | -36.5k |
| MORGAN STANLEY | Reduced | -31.0k |
| Meteora Capital, LLC | Sold out | -28.7k |
| Invesco Ltd. | Sold out | -21.5k |
| OCCUDO QUANTITATIVE STRATEGIES LP | Sold out | -19.0k |
| Atom Investors LP | Reduced | -17.6k |
| UBS Group AG | Reduced | -11.1k |
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 |
|---|---|
| AI Biotechnology LLC 13D · may seek influence -1.7 pts · filed 2026-03-02 | 18.2% |
Athanor Capital
13D · may seek influence
no change · filed 2026-01-27
Stated purposeThe securities reported herein were acquired by the Reporting Persons for investment purposes in the ordinary course of business. The Reporting Persons acquired the securities without the purpose or effect of changing or influencing the control of the Issuer and do not have any present plans or proposals that relate to or would result in any of the actions described in Items 4(a) through 4(j) of Schedule 13D. The Reporting Persons may, from time to time, review their investment in the Issuer and may engage in discussions with management or the board of directors of the Issuer regarding the Issuer's business, operations and prospects, subject to applicable law. The Reporting Persons reserve the right to determine in the future whether to change the purpose or purposes described above or wh… Full filing |
15.7% |
| Venrock Healthcare Capital Partners III, L.P. 13G · passive investor no change · filed 2026-05-15 | 9.9% |
| SUVRETTA CAPITAL MANAGEMENT, LLC 13G · passive investor +1.3 pts · filed 2026-05-12 | 9.9% |
Fell to 5% or below in the last year: GREAT POINT PARTNERS LLC (4.4%, 2026-05-15), JPMORGAN CHASE & CO (4.7%, 2026-05-06), Deep Track Capital, LP (0.4%, 2025-11-14)
Insider purchases and sales in Q2 2024
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.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 1 | $500.0k | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 1 | $8.0m | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 1 | $496.0k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-05-17 | Ploos van Amstel Arnout Director | Bought | $496.0k80.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| Venrock Adviser, LLC 1.34% of their portfolio | 6.0m $21.1m | New |
| MONTANOVA CAPITAL, LLC 0.69% of their portfolio | 4.9m $17.0m | Added +2.0m |
| GREAT POINT PARTNERS LLC 3.11% of their portfolio | 4.6m $16.2m | Added +1.9m |
| Deep Track Capital, LP 0.34% of their portfolio | 3.3m $11.5m | Added +760.8k |
| RA CAPITAL MANAGEMENT, L.P. 0.15% of their portfolio | 3.2m $11.3m | New |
| ARMISTICE CAPITAL, LLC 0.23% of their portfolio | 2.5m $8.8m | Added +876.0k |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 2.4m $8.4m | New |
| BlackRock Inc. 0.00% of their portfolio | 1.2m $4.2m | Added +106.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 633.7k $2.2m | Reduced -47.8k |
| VANGUARD GROUP INC 0.00% of their portfolio | 612.4k $2.1m | Added +37.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 535.1k $1.9m | Added +48.0k |
| Woodline Partners LP 0.02% of their portfolio | 515.9k $1.8m | New |
| SILVERARC CAPITAL MANAGEMENT, LLC 0.28% of their portfolio | 328.5k $1.1m | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 267.8k $937.2k | Added +53.0k |
| Polar Asset Management Partners Inc. 0.02% of their portfolio | 259.2k $907.3k | New |
| Affinity Asset Advisors, LLC 0.12% of their portfolio | 223.3k $781.7k | Reduced -226.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 192.8k $674.9k | Added +9.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 172.9k $605.0k | Added +136 |
| SUPERSTRING CAPITAL MANAGEMENT LP 0.69% of their portfolio | 156.6k $548.2k | New |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 155.5k $544.2k | Added +44.1k |
| Eisler Capital (US) LLC 0.01% of their portfolio | 100.0k $40.0k | Unchanged |
| Atom Investors LP 0.03% of their portfolio | 77.4k $271.0k | Reduced -17.6k |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.01% of their portfolio | 73.4k $256.9k | Not comparable |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 51.7k $181.1k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 49.6k $173.6k | Added +35.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 47.1k $164.9k | Added +6.4k |
| Forefront Analytics, LLC 0.07% of their portfolio | 41.6k $145.5k | Added +7.5k |
| Hudson Bay Capital Management LP 0.00% of their portfolio | 39.0k $121.7k | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 35.4k $124.1k | Reduced -31.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 28.8k $100.9k | Added +3.8k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 23.7k $82.8k | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 17.4k $60.9k | Added +5.9k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 16.9k $59.1k | Added +1.4k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 16.7k $58.3k | Reduced -36.5k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 12.3k $43.1k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 11.4k $39.9k | Reduced -2.9k |
| Mariner, LLC 0.00% of their portfolio | 11.3k $39.5k | New |
| Corebridge Financial, Inc. 0.00% of their portfolio | 10.8k $37.7k | First filing |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 8.5k $29.9k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 8.1k $28.5k | First filing |
| BARCLAYS PLC 0.00% of their portfolio | 7.3k $25.6k | Reduced -5.0k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 7.2k $25.3k | Added +2.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 6.4k $22.4k | Added +307 |
| UBS Group AG 0.00% of their portfolio | 6.1k $21.5k | Reduced -11.1k |
| CITIGROUP INC 0.00% of their portfolio | 4.4k $15.2k | Added +1.2k |
| FMR LLC 0.00% of their portfolio | 2.3k $8.1k | Reduced -654 |
| Legal & General Group Plc 0.00% of their portfolio | 1.9k $6.7k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.9k $7.0k | New |
| STRS OHIO 0.00% of their portfolio | 1.5k $5.2k | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 1.4k $5.1k | Reduced -484 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 628 $2.2k | New |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 626 $2.2k | Unchanged |
| AMALGAMATED BANK 0.00% of their portfolio | 256 $1.0k | Unchanged |
| Arax Advisory Partners 0.00% of their portfolio | 245 $858 | New |
| CWM, LLC 0.00% of their portfolio | 187 $1.0k | New |
| Capital Advisors, Ltd. LLC 0.00% of their portfolio | 138 $0 | Added +105 |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 6 $21 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |