Altshuler Shaham Ltd UPB — UPSTREAM BIO INC

Ownership history in Altshuler Shaham Ltd  ·  6 quarters on record

AI Ownership Summary

Altshuler Shaham Ltd reported UPSTREAM BIO INC (UPB) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 1.18% in 2025 Q2. The latest visible filing shows UPB at 0.03% 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 UPB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Altshuler Shaham Ltd's position in UPSTREAM BIO 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 Q2

UPB was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.18% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 to 2026 Q2

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.

UPB stock page Altshuler Shaham Ltd fund profile Altshuler Shaham Ltd full holdings
How Altshuler Shaham Ltd held UPB — position size vs. price
% of Fund (quarterly)    UPB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 380,061 — 0% 0.03% $2.6M 2026-08-12 $6.91
2026 Q1 REDUCED 71.7% -23.0% ✅ 380,061 -961,479 -71.7% 0.06% $3.4M 2026-05-18 $8.51
2025 Q4 REDUCED 5.3% -66.8% ✅ 1,341,540 -75,282 -5.3% 0.55% $36.4M 2026-02-17 $8.33
2025 Q3 REDUCED 58.3% +53.3% ❌ 1,416,822 -1,977,619 -58.3% 0.44% $26.7M 2025-11-13 $23.34
2025 Q2 ADDED — — — 3,394,441 +159,148 +4.9% 1.18% $37.3M 2025-08-14 $18.62
2025 Q1 INITIATED — — — 3,235,293 — — 0.09% $3.5M 2025-05-15 $8.78

🏢 Other funds also holding UPB

As of 2026 Q2 — sorted by position size

Enavate Sciences GP, LLC 4.93% Decheng Capital LLC 2.58% Propel Bio Management, LLC 1.27% ORBIMED ADVISORS LLC 3Y 7Y 0.73% Parkman Healthcare Partners LLC 3Y 0.66% nVerses Capital, LLC 0.26% Bain Capital Life Sciences Investors, LLC 3Y 7Y 0.25% Samsara BioCapital, LLC 3Y 7Y 0.2% SPHERA FUNDS MANAGEMENT LTD. 3Y 7Y 0.2% Verdad Advisers, LP 3Y 0.14%

FAQ About Altshuler Shaham Ltd and UPB

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

How long has Altshuler Shaham Ltd reported owning UPB?

Altshuler Shaham Ltd reported UPB across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported UPB position in Altshuler Shaham Ltd's portfolio?

The largest reported portfolio weight for UPB was 1.18% in 2025 Q2.

What is the latest reported UPB position on this page?

The most recent filing on this page is 2026 Q2, when Altshuler Shaham Ltd reported 380,061 shares, equal to 0.03% of portfolio, with an estimated market value of $2.6M.

What does the chart on this UPB ownership page compare?

The chart compares Altshuler Shaham Ltd's quarterly UPB 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 Altshuler Shaham Ltd time their UPB position?

Based on 13F filing dates vs. subsequent UPB price moves, Altshuler Shaham Ltd correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on UPB relative to SPY over the holding period was -34.3%.

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