Ikarian Capital, LLC AMGN — AMGEN INC

Ownership history in Ikarian Capital, LLC  ·  12 quarters on record

AI Ownership Summary

Ikarian Capital, LLC reported AMGEN INC (AMGN) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.56% in 2024 Q3. The latest visible filing shows AMGN at 1.15% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMGN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ikarian Capital, LLC's position in AMGEN 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
2025 Q4

AMGN was reported at 1.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.56% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

AMGN stock page Ikarian Capital, LLC fund profile Ikarian Capital, LLC full holdings
How Ikarian Capital, LLC held AMGN — position size vs. price
% of Fund (quarterly)    AMGN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 77.5% +8.2% ❌ 45,000 -155,000 -77.5% 1.15% $14.7M 2026-02-14 (Est.) $369.19
2025 Q4 ADDED — — — 200,000 +126,000 +170.3% 5.11% $65.5M 2026-02-14 (Est.) $369.19
2024 Q4 ADDED — — — 74,000 +60,700 +456.4% 2.62% $19.3M 2025-02-14 $282.30
2024 Q3 REDUCED 90.9% -18.9% ✅ 13,300 -132,700 -90.9% 0.60% $4.3M 2024-11-14 $282.37
2024 Q3 ADDED — — — 146,000 +107,700 +281.2% 6.56% $47.0M 2024-11-14 $282.37
2024 Q2 ADDED — — — 38,300 +37,700 +6283.3% 2.08% $12.0M 2024-08-14 $305.81
2024 Q2 REDUCED 99.0% +3.8% ❌ 600 -59,400 -99.0% 3.27% $18.7M 2024-08-14 $305.81
2024 Q1 ADDED — — — 60,000 +25,000 +71.4% 1.78% $17.1M 2024-05-15 $300.18
2023 Q4 REDUCED 65.0% -1.0% ✅ 35,000 -65,000 -65.0% 0.94% $10.1M 2024-02-14 $270.81
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMGN

As of 2026 Q1 — sorted by position size

Oak Asset Management, LLC 3Y 7Y 7.03% Nepsis Inc. 3Y 7Y 5.66% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 5.5% Hofer & Associates. Inc 3Y 5.17% GUARDIAN INVESTMENT MANAGEMENT 3Y 7Y 4.63% Birch Capital Management, LLC 3Y 4.59% O'Keefe Stevens Advisory, Inc. 3Y 4.5% Barnes Dennig Private Wealth Management LLC 4.08% Martin Capital Partners, LLC 3Y 7Y 3.97% R.H. Investment Group, LLC 3.94%

FAQ About Ikarian Capital, LLC and AMGN

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

How long has Ikarian Capital, LLC reported owning AMGN?

Ikarian Capital, LLC reported AMGN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMGN position in Ikarian Capital, LLC's portfolio?

The largest reported portfolio weight for AMGN was 6.56% in 2024 Q3.

What is the latest reported AMGN position on this page?

The most recent filing on this page is 2025 Q4, when Ikarian Capital, LLC reported 45,000 shares, equal to 1.15% of portfolio, with an estimated market value of $14.7M.

What does the chart on this AMGN ownership page compare?

The chart compares Ikarian Capital, LLC's quarterly AMGN 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 Ikarian Capital, LLC time their AMGN position?

Based on 13F filing dates vs. subsequent AMGN price moves, Ikarian Capital, LLC correctly timed 5 out of 11 reported position changes (45%). The annualised alpha on AMGN relative to SPY over the holding period was -0.1%.

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