APEIRON CAPITAL Ltd SMMT — SUMMIT THERAPEUTICS INC

Ownership history in APEIRON CAPITAL Ltd  ·  4 quarters on record

AI Ownership Summary

APEIRON CAPITAL Ltd reported SUMMIT THERAPEUTICS INC (SMMT) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 26.48% in 2025 Q4. The latest visible filing shows SMMT at 23.21% 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 SMMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was APEIRON CAPITAL Ltd's position in SUMMIT THERAPEUTICS 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

SMMT was reported at 23.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
26.48% in 2025 Q4

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 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.

SMMT stock page APEIRON CAPITAL Ltd fund profile APEIRON CAPITAL Ltd full holdings
How APEIRON CAPITAL Ltd held SMMT — position size vs. price
% of Fund (quarterly)    SMMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,309,141 -100 -0.0% 23.21% $24.8M 2026-04-22 $24.58
2025 Q4 REDUCED — — — 1,309,241 -1,700 -0.1% 26.48% $22.9M 2026-02-02 $14.06
2025 Q3 ADDED — — — 1,310,941 +110,000 +9.2% 12.87% $27.1M 2025-10-28 $19.23
2025 Q2 INITIATED — — — 1,200,941 — — 21.87% $23.2M 2025-07-25 $28.67

🏢 Other funds also holding SMMT

As of 2026 Q1 — sorted by position size

SUPERSTRING CAPITAL MANAGEMENT LP 12.09% BAKER BROS. ADVISORS LP 3Y 7Y 3.96% SECTORAL ASSET MANAGEMENT INC 3Y 7Y 1.16% Rock Springs Capital Management LP 3Y 7Y 0.79% NEXTBio Capital Management LP 0.79% QVT Financial LP 3Y 7Y 0.5% Capstone Capital Management Ltd 0.44% GRIFFIN ASSET MANAGEMENT, INC. 3Y 7Y 0.41% Wealth Management Partners, LLC 3Y 0.35% Fieldview Capital Management, LLC 0.27%

FAQ About APEIRON CAPITAL Ltd and SMMT

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

How long has APEIRON CAPITAL Ltd reported owning SMMT?

APEIRON CAPITAL Ltd reported SMMT across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported SMMT position in APEIRON CAPITAL Ltd's portfolio?

The largest reported portfolio weight for SMMT was 26.48% in 2025 Q4.

What is the latest reported SMMT position on this page?

The most recent filing on this page is 2026 Q1, when APEIRON CAPITAL Ltd reported 1,309,141 shares, equal to 23.21% of portfolio, with an estimated market value of $24.8M.

What does the chart on this SMMT ownership page compare?

The chart compares APEIRON CAPITAL Ltd's quarterly SMMT 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 APEIRON CAPITAL Ltd time their SMMT position?

Based on 13F filing dates vs. subsequent SMMT price moves, APEIRON CAPITAL Ltd correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on SMMT relative to SPY over the holding period was -22.7%.

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