Zenas BioPharma, Inc. (ZBIO): A Bull Case Theory
We came across a bullish thesis on Zenas BioPharma, Inc. on Danny’s Substack by Danny Green.
Zenas Biopharma Inc. (ZBIO)
Market is closed
Sector: Healthcare
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | SR One Capital Simeon George | 5,037,854 | $182,924,479 | +3% | 25.9% |
| 2. | Enavate Sciences James Boylan | 3,919,159 | $142,304,663 | +5% | 28.08% |
| 3. | Polar Capital Brian Ashford-Russell And Tim Woolley | 1,057,609 | $38,401,783 | 0.15% | |
| 4. | Vivo Capital Albert Cha And Frank Kung | 853,495 | $30,990,403 | -28% | 2% |
| 5. | EcoR1 Capital Oleg Nodelman | 789,500 | $28,666,745 | 1.3% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $22.50 | 25,985 | $584,662.50 | 347,968 | 2026-02-11 | Filing | |
| $26.36 | 4,160 | $109,657.60 | 19,860 | 2026-02-13 | Filing | |
| $26.50 | 5,000 | $132,500.00 | 15,700 | 2026-02-12 | Filing | |
| $24.34 | 5,700 | $138,738.00 | 10,700 | 2026-02-12 | Filing | |
| $23.77 | 5,000 | $118,850.00 | 5,000 | 2026-02-12 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,704,255 | $279,741,500 | 0.01% | |
| 2. | 3,523,219 | $127,928,082 | 6.52% | |
| 3. | 2,715,578 | $98,602,637 | 0.16% | |
| 4. | 2,209,025 | $80,209,698 | 6.11% | |
| 5. | 1,838,482 | $66,755,281 | 26.16% |
News See All
Encouraging Phase II Trial Data Supported Zenas BioPharma (ZBIO) in Q4
Meridian Funds, managed by ArrowMark Partners, released its fourth-quarter 2025 investor letter for “Meridian Small Cap Growth Fund”. A copy of the letter can be downloaded here. U.S.
Meridian Small Cap Growth Fund Trimmed Zenas BioPharma (ZBIO) Following Share Price Appreciation
Meridian Funds, managed by ArrowMark Partners, released its third-quarter 2025 investor letter for the “Meridian Small Cap Growth Fund.” A copy of the letter can be downloaded here.
Hedge Fund Resource Center