Fortitude Family Office, LLC BEAM — BEAM THERAPEUTICS INC COM

Ownership history in Fortitude Family Office, LLC  ·  5 quarters on record

AI Ownership Summary

Fortitude Family Office, LLC reported BEAM THERAPEUTICS INC COM (BEAM) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows BEAM at 0.00% 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 BEAM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fortitude Family Office, LLC's position in BEAM THERAPEUTICS INC COM, 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

BEAM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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 Q2 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.

BEAM stock page Fortitude Family Office, LLC fund profile Fortitude Family Office, LLC full holdings
How Fortitude Family Office, LLC held BEAM — position size vs. price
% of Fund (quarterly)    BEAM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 8 -7 -46.7% 0.00% $275 2026-07-20 $26.33
2026 Q1 ADDED — — — 15 +11 +275.0% 0.00% $357 2026-04-16 $30.33
2025 Q4 REDUCED 20.0% -14.0% ✅ 4 -1 -20.0% 0.00% $111 2026-01-15 $32.05
2025 Q3 REDUCED 83.9% +14.7% ❌ 5 -26 -83.9% 0.00% $121 2025-10-17 $25.98
2025 Q2 INITIATED — — — 31 — — 0.00% $527 2025-07-15 $19.58

🏢 Other funds also holding BEAM

As of 2026 Q2 — sorted by position size

ARCH Venture Management, LLC 3Y 7Y 14.16% Kynam Capital Management, LP 3Y 5.39% Elmind Capital, LP 4.11% Redmile Group, LLC 3Y 7Y 2.68% Contrarius Group Holdings Ltd 2.55% Casdin Capital, LLC 3Y 7Y 2.32% ARK Investment Management LLC 3Y 7Y 2.28% Foresite Capital Management VI LLC 1.76% Amova Asset Management Americas, Inc. 3Y 7Y 1.53% Alessandra Capital Management, LLC 1.38%

FAQ About Fortitude Family Office, LLC and BEAM

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

How long has Fortitude Family Office, LLC reported owning BEAM?

Fortitude Family Office, LLC reported BEAM across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported BEAM position in Fortitude Family Office, LLC's portfolio?

The largest reported portfolio weight for BEAM was 0.00% in 2025 Q2.

What is the latest reported BEAM position on this page?

The most recent filing on this page is 2026 Q2, when Fortitude Family Office, LLC reported 8 shares, equal to 0.00% of portfolio, with an estimated market value of $275.

What does the chart on this BEAM ownership page compare?

The chart compares Fortitude Family Office, LLC's quarterly BEAM 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 Fortitude Family Office, LLC time their BEAM position?

Based on 13F filing dates vs. subsequent BEAM price moves, Fortitude Family Office, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on BEAM relative to SPY over the holding period was +2376.2%.

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