These disclosures are from 13Ds filed with the Securities and Exchange Commission. 13Ds are filed within 10 days of an entity's attaining more than 5% in any class of a company's securities. Subsequent changes in holdings or intentions must be reported in amended filings. This material is from Oct. 2 through Oct. 8, 2025. Source: VerityData
Original Filings
89bio $(ETNB)$ Adage Capital Partners filed an initial 13D regarding its stake in the biopharmaceutical company, shifting to the stance of an activist investor from previous disclosures in a passive 13G. In the latest filing, Adage reported that it purchased 6,950,000 89bio shares from Sept. 9 to Sept. 29 at per share prices ranging from $8.48 to $15, partially offset by the sale of 152,413 shares from Sept. 3 to Sept. 4 at $9.25 to $9.47.
On Sept. 17, the company entered into an agreement to be acquired by Roche in a $3.5 billion deal, in which 89bio stockholders would receive up to $14.50 per share in cash plus a contingent value right, or CVR, for up to $6 per share.
Following those purchases, Adage Capital owns 9,097,587 89bio shares, or 6.1% of those outstanding. Shares have gained 86% in value in 2025.
Increases in Holdings
MBX Biosciences (MBX) Frazier Life Sciences Management raised its stake in the clinical-stage biopharmaceutical company to 5,224,095 shares. Frazier Life Sciences did so through the purchase of 666,666 MBX Biosciences shares on Sept. 26 at an average price of $18 per share. Following the latest purchases, Frazier owns 11.7% of MBX Biosciences' outstanding stock. Shares of MBX have lost roughly 12.5% in value in 2025.
Decreases in Holdings
Dell Technologies $(DELL)$ Silver Lake reduced its stake in the computer maker to 54,300,981 shares. Silver Lake did so through the sale of 3,391,059 Dell Technologies shares from Sept. 15 through Oct. 2 at per share prices ranging from $126.28 to $148.77. Following the latest sales, Silver Lake continues to own 8.1% of Dell's outstanding stock. Shares of Dell Technologies have gained roughly 39.6% in value since the beginning of this year.
NewAmsterdam Pharma $(NAMS)$ Forbion Capital Fund IV lowered its stake in the late-stage biopharmaceutical company to 9,316,914 shares. Forbion did so through the sale of 1,262,172 NewAmsterdam Pharma shares from Aug. 12 to Sept. 29 at per share prices ranging from $25 to $28.11. Following the latest sales, Forbion Capital Fund continues to own 8.3% of NewAmsterdam Pharma's outstanding stock. Shares of NewAmsterdam Pharma have gained approximately 26.2% in value since the beginning of this year.
Cipher Mining $(CIFR)$ Bitfury Top HoldCo reduced its stake in the Bitcoin mining company to 65,852,537 shares. Bitfury Top HoldCo did so through the sale of 5,585,182 Cipher Mining shares from Sept. 26 to Sept. 30 at per share prices ranging from $11.01 to $12.76. Following the latest sales, Bitfury continues to own 16.7% of Cipher Mining's outstanding stock. Shares of Cipher Mining have surged to gain 266.3% in value since the beginning of this year.
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October 10, 2025 18:20 ET (22:20 GMT)
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