Opaleye Management Inc.
•CIK: 1595855•Filing: Q4 2025
**Opaleye Management Inc.** manages $758M across a portfolio of 54 positions. The firm maintains significant exposure to technology and growth names, highlighted by the top holding in HROW at $191.3M. Other key allocations include LQDA at $85.0M and ETON at $48.4M, indicating a concentrated, conviction-driven approach. This positioning suggests a focus on high-beta, sector-specific opportunities within its mandate.
Total AUM
$758.0M
QoQ Performance
+7.9%
Positions
54
Top 10 Concentration
65.5%
Latest Filing
Q4 2025
Top Holdings Allocation
HROW
LQDA
ETON
HROW25.2%
LQDA11.2%
ETON6.4%
RYTM4.7%
APGE3.9%
SNWV3.9%
STOK2.9%
OCUL2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW21 new positions
↑16 increased
↓7 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023