5AM Venture Management, LLC SKYE SKYE BIOSCIENCE INC

Ownership history in 5AM Venture Management, LLC  ·  8 quarters on record

AI Ownership Summary

5AM Venture Management, LLC reported SKYE BIOSCIENCE INC (SKYE) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 18.24% in 2024 Q2. The latest visible filing shows SKYE at 1.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SKYE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 5AM Venture Management, LLC's position in SKYE BIOSCIENCE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SKYE was reported at 1.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
18.24% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 5AM Venture Management, LLC held SKYE — position size vs. price
% of Fund (quarterly)    SKYE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 9,681,763 0% 1.65% $6.0M 2026-05-15 $0.81
2025 Q4 UNCHANGED 9,681,763 0% 2.28% $7.3M 2026-02-17 $0.74
2025 Q3 REDUCED 9,681,763 -231,405 -2.3% 13.94% $38.0M 2025-11-14 $1.30
2025 Q2 UNCHANGED 9,913,168 0% 15.93% $41.4M 2025-08-14 $3.27
2025 Q1 UNCHANGED 9,913,168 0% 5.96% $15.8M 2025-05-15 $2.01
2024 Q4 UNCHANGED 9,913,168 0% 6.69% $28.1M 2025-02-14 $3.16
2024 Q3 REDUCED 9,913,168 -266,337 -2.6% 8.01% $38.8M 2024-11-14 $5.51
2024 Q2 INITIATED 10,179,505 18.24% $81.5M 2024-08-14 $4.50

FAQ About 5AM Venture Management, LLC and SKYE

These are the practical questions this page is built to answer before you even open the full history table.

How long has 5AM Venture Management, LLC reported owning SKYE?

5AM Venture Management, LLC reported SKYE across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported SKYE position in 5AM Venture Management, LLC's portfolio?

The largest reported portfolio weight for SKYE was 18.24% in 2024 Q2.

What is the latest reported SKYE position on this page?

The most recent filing on this page is 2026 Q1, when 5AM Venture Management, LLC reported 9,681,763 shares, equal to 1.65% of portfolio, with an estimated market value of $6.0M.

What does the chart on this SKYE ownership page compare?

The chart compares 5AM Venture Management, LLC's quarterly SKYE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 5AM Venture Management, LLC time their SKYE position?

Based on 13F filing dates vs. subsequent SKYE price moves, 5AM Venture Management, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on SKYE relative to SPY over the holding period was -68.9%.

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