ANLNasdaqPharmaceutical PreparationsFiscal year ends December 31
Adlai Nortye Group Ltd.
Financials through fiscal 2025, year ended Dec 31, 2025Last filing: 20-F on Apr 10, 2026
$10.38−0.65 (-5.89%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
22.1%
26M of 120M shares
Institutional holders
42
22 new, 6 sold out
Net institutional buying
15M
In Q2 2026
Insider trades, 12 months
0 buys · 4 sales
Net sold $247.92K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Nimish Shah | 9,638,193 | 6.10% | 13G (passive) | Feb 4, 2026 |
| ANL Talent Limited | 9,300,000 | 7.75% | 13G (passive) | Dec 31, 2025 |
| Nortye Talent Limited | 9,000,000 | 8.10% | 13G (passive) | Dec 31, 2023 |
| ATCG Holdings Limited | 6,868,657 | 6.20% | 13G (passive) | Dec 31, 2023 |
| Nortye International Limited | 6,000,000 | 5.40% | 13G (passive) | Dec 31, 2023 |
| Unique Mark Ventures Ltd | 5,750,790 | 6.14% | 13G (passive) | Mar 31, 2025 |
| Cormorant Asset Management, LP | 3,978,229 | 6.77% | 13G (passive) amendment | Jun 30, 2026 |
| Yang Lu | 19,390,000 | 17.50% | 13G (passive) | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ANL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Cormorant Asset Management, LP | 3,978,229 | 3.32% | $45.75M | +1,080,372 | 2.34% |
| VR Adviser, LLC | 3,212,731 | 2.68% | $36.95M | – | 1.12% |
| Balyasny Asset Management L.P. | 3,061,668 | 2.55% | $35.21M | +2,183,822 | 0.04% |
| Point72 Asset Management, L.P. | 2,140,664 | 1.78% | $24.62M | New | 0.03% |
| Mpm Bioimpact LLC | 1,936,291 | 1.61% | $22.27M | New | 1.36% |
| Perceptive Advisors LLC | 1,793,190 | 1.49% | $20.62M | New | 0.31% |
| Casdin Capital, LLC | 1,250,000 | 1.04% | $14.38M | +711,539 | 0.72% |
| ADAR1 Capital Management, LLC | 1,017,805 | 0.85% | $11.70M | +899,896 | 0.54% |
| Octagon Capital Advisors LP | 934,716 | 0.78% | $10.75M | New | 0.97% |
| Millennium Management LLC | 807,832 | 0.67% | $9.29M | +126,057 | 0.00% |
| Braidwell LP | 795,214 | 0.66% | $9.14M | New | 0.34% |
| Squadron Capital Management LLC | 764,876 | 0.64% | $8.80M | −500,355 | 2.73% |
| Eventide Asset Management, LLC | 718,747 | 0.60% | $8.27M | New | 0.11% |
| Superstring Capital Management LP | 552,501 | 0.46% | $6.35M | +137,649 | 4.01% |
| Adage Capital Partners Gp, L.L.C. | 538,461 | 0.45% | $6.19M | – | 0.01% |
| Woodline Partners LP | 455,733 | 0.38% | $5.24M | +246,474 | 0.02% |
| Soleus Capital Management, L.P. | 405,523 | 0.34% | $4.66M | New | 0.16% |
| Freestone Grove Partners LP | 397,446 | 0.33% | $4.57M | New | 0.03% |
| Boone Capital Management LLC | 258,390 | 0.22% | $2.97M | New | 0.70% |
| DAFNA Capital Management LLC | 239,553 | 0.20% | $2.75M | New | 0.53% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 42 | 26M | 22.1% | 22 / 9 | 7 / 6 | 16M | 1M |
| Q1 2026 | 26 | 12M | 9.7% | 22 / 2 | 0 / 1 | 12M | 0M |
| Q4 2025 | 5 | 0M | 0.0% | 2 / 1 | 1 / 2 | 0M | 0M |
| Q3 2025 | 5 | 0M | 0.0% | 2 / 0 | 3 / 1 | 0M | 0M |
| Q2 2025 | 4 | 0M | 0.0% | 2 / 2 | 0 / 2 | 0M | 0M |
| Q1 2025 | 4 | 0M | 0.0% | 1 / 1 | 1 / 0 | 0M | 0M |
| Q4 2024 | 3 | 0M | 0.0% | 0 / 0 | 3 / 0 | 0M | 0M |
| Q3 2024 | 3 | 0M | 0.1% | 1 / 2 | 0 / 1 | 0M | 0M |
| Q2 2024 | 3 | 0M | 0.0% | 0 / 1 | 1 / 0 | 0M | 0M |
| Q1 2024 | 3 | 0M | 0.1% | 0 / 0 | 1 / 0 | 0M | 0M |
| Q4 2023 | 3 | 0M | 0.1% | 1 / 1 | 1 / 1 | 0M | 0M |
| Q3 2023 | 3 | 0M | 0.0% | 3 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ANL | Value | % of fund | As of |
|---|---|---|---|---|---|
| Eventide Healthcare & Life Sciences Fund | 718,747 | 0.60% | $8.27M | 0.46% | Jun 30, 2026 |
| Tema Oncology ETF | 44,354 | 0.04% | $529.59K | 0.30% | May 31, 2026 |
| Virtus Biotech Clinical Trials Etf | 30,117 | 0.03% | $391.52K | 0.84% | Jul 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 11,133 | 0.01% | $132.93K | 0.00% | May 31, 2026 |
| Ultrachina Profund | 1,156 | 0.00% | $15.03K | 0.07% | Jul 31, 2026 |
| Blackstone Alternative Multi-Strategy Fund | -500 | -0.00% | -$5.75K | -0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Yang Lu | CEO, Director, 10% owner | 17,089,990 | 14.24% | May 21, 2026 |
| Xiaofeng Ye | CFO | 147,788 | 0.12% | Aug 26, 2026 |
| Archie Tse | President, Head of R&D | 50,000 | 0.04% | May 20, 2026 |
| Kaiyang Tang | President,Adlai Nortye USA INC | – | – | May 14, 2026 |
| Ping Ji | Director | 131,667 | 0.11% | Sep 24, 2026 |
| Lars Erik Birgerson | Director | 166,668 | 0.14% | Aug 4, 2026 |
| Roger Sawhney | Director | 9,838 | 0.01% | Jul 15, 2026 |
| Alan Ming Lun Tse | Director | – | – | May 28, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Ping Ji Director | Sep 22, 2026 | Sale | −5,000 | $16.63 | $83.15K | 131,667 |
| Xiaofeng Ye CFO | Aug 26, 2026 | Sale | −5,667 | $14.25 | $80.75K | 147,757 |
| Xiaofeng Ye CFO | Aug 24, 2026 | Sale | −6,000 | $13.98 | $83.88K | 153,424 |
| Ping Ji Director | Jun 10, 2026 | Other | +136,667 | – | – | 136,667 |
| Yang Lu CEO, Director, 10% owner | May 13, 2026 | Sale | −10 | $13.18 | $132 | 99,990 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Ping Ji Director | Sep 18, 2026 | 80,000 | $1.22M | Sep 29, 2026 | Distribution from the PECO Innovation Trust |