Peapod Lane Capital LLC AVIR — ATEA PHARMACEUTICALS INC

Ownership history in Peapod Lane Capital LLC  ·  6 quarters on record

AI Ownership Summary

Peapod Lane Capital LLC reported ATEA PHARMACEUTICALS INC (AVIR) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.63% in 2025 Q2. The latest visible filing shows AVIR at 1.18% 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 AVIR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Peapod Lane Capital LLC's position in ATEA PHARMACEUTICALS 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

AVIR was reported at 1.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.63% 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
2024 Q4 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.

AVIR stock page Peapod Lane Capital LLC fund profile Peapod Lane Capital LLC full holdings
How Peapod Lane Capital LLC held AVIR — position size vs. price
% of Fund (quarterly)    AVIR 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 Q1 REDUCED — — — 272,820 -162,200 -37.3% 1.18% $1.4M 2026-05-04 $5.70
2025 Q4 REDUCED — — — 435,020 -22,196 -4.9% 1.32% $1.6M 2026-01-28 $3.87
2025 Q3 ADDED — — — 457,216 +4,748 +1.0% 1.19% $1.3M 2025-11-10 $3.33
2025 Q2 ADDED — — — 452,468 +408 +0.1% 1.63% $1.6M 2025-07-31 $3.64
2025 Q1 ADDED — — — 452,060 +123,479 +37.6% 1.52% $1.4M 2025-04-30 $2.95
2024 Q4 INITIATED — — — 328,581 — — 1.09% $1.1M 2025-01-29 $3.00

🏢 Other funds also holding AVIR

As of 2026 Q1 — sorted by position size

BML Capital Management, LLC 3Y 24.38% Rosalind Advisors, Inc. 2.53% CM Management, LLC 3Y 1.6% TANG CAPITAL MANAGEMENT LLC 3Y 7Y 1.32% Bain Capital Life Sciences Investors, LLC 3Y 7Y 1.15% Aldebaran Capital, LLC 3Y 0.37% Auour Investments LLC 0.3% Rangeley Capital, LLC 0.24% Opaleye Management Inc. 3Y 7Y 0.23% NANO CAP NEW MILLENNIUM GROWTH FUND L P 0.16%

FAQ About Peapod Lane Capital LLC and AVIR

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

How long has Peapod Lane Capital LLC reported owning AVIR?

Peapod Lane Capital LLC reported AVIR across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AVIR position in Peapod Lane Capital LLC's portfolio?

The largest reported portfolio weight for AVIR was 1.63% in 2025 Q2.

What is the latest reported AVIR position on this page?

The most recent filing on this page is 2026 Q1, when Peapod Lane Capital LLC reported 272,820 shares, equal to 1.18% of portfolio, with an estimated market value of $1.4M.

What does the chart on this AVIR ownership page compare?

The chart compares Peapod Lane Capital LLC's quarterly AVIR 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 Peapod Lane Capital LLC time their AVIR position?

Based on 13F filing dates vs. subsequent AVIR price moves, Peapod Lane Capital LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on AVIR relative to SPY over the holding period was +43.1%.

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