Hedge Fund Boosts Stake in Amylyx Stock to $63 Million — Should Investors Follow?

6 days ago 3

Jonathan Ponciano, The Motley Fool

Tue, December 9, 2025 astatine 6:20 AM CST 5 min read

Austin-based Saturn V Capital Management added 1.3 cardinal shares of Amylyx Pharmaceuticals successful the 3rd quarter.
The wide presumption accrued successful worth by $41.2 cardinal from 4th to quarter.
Saturn V present holds 4.6 cardinal AMLX shares worthy astir $62.6 million, making the presumption the fund's second-largest holding.
These 10 stocks could mint the adjacent question of millionaires ›

On November 14, Austin-based Saturn V Capital Management disclosed a important acquisition of Amylyx Pharmaceuticals banal (NASDAQ:AMLX) that helped summation its presumption by $41.7 cardinal quarter-over-quarter.

According to a Securities and Exchange Commission (SEC) filing dated November 14, Saturn V Capital Management LP accrued its involvement successful Amylyx Pharmaceuticals (NASDAQ:AMLX) by 1.3 cardinal shares during the 3rd quarter. The position’s worth grew to $62.6 cardinal arsenic of September 30.

Amylyx Pharmaceuticals present represents astir 13.7% of Saturn V’s 13F reportable AUM.

Top holdings aft this filing:

NASDAQ: ABVX: $68 cardinal (14.9% of AUM)
NASDAQ: AMLX: $62.6 cardinal (13.7% of AUM)
NASDAQ: JAZZ: $39.6 cardinal (8.7% of AUM)
NASDAQ: DYN: $33.8 cardinal (7.4% of AUM)
NASDAQ: COGT: $29.1 cardinal (6.4% of AUM)

As of Monday, shares were priced astatine $13.67, up a staggering 166% implicit the past twelvemonth and good outperforming the S&P 500, which is up 12% successful the aforesaid period.

Metric

Value

Price (as of marketplace adjacent Monday)	$13.67
Market Capitalization	$1.5 billion
Net Income (TTM)	($149.3 million)

Amylyx Pharmaceuticals develops therapeutics for neurodegenerative diseases, with a absorption connected amyotrophic lateral sclerosis (ALS); its pb merchandise campaigner is AMX0035.
The institution operates arsenic a clinical-stage biopharmaceutical company.
It targets patients with ALS and different neurodegenerative diseases.

Amylyx Pharmaceuticals, Inc. is simply a clinical-stage biotechnology institution specializing successful treatments for ALS and related neurodegenerative diseases.

Despite antagonistic nett income and minimal revenue, Amylyx has a targeted improvement pipeline focused connected ALS and different neurodegenerative diseases.

The determination into Amylyx underscores however Saturn V continues to ore superior down clinical-stage programs with meaningful catalysts up (the steadfast besides invested successful Pharvaris and Dyne Therapeutics past quarter). With shares inactive a fraction of their 2023 highest contempt a crisp rebound this year, the money is efficaciously leaning into asymmetric risk-reward tied to upcoming information readouts and a strengthened equilibrium sheet. Amylyx ended the 3rd 4th with $344 cardinal successful currency and present expects its runway to widen into 2028, supported by a $191 cardinal equity rise completed successful September.

The institution is advancing respective programs, including the pivotal Phase 3 LUCIDITY proceedings of avexitide, with recruitment expected to decorativeness successful the archetypal 4th and topline results anticipated successful the 3rd quarter. Meanwhile, aboriginal Phase 1 LUMINA information for AMX0114 successful ALS showed the therapy was mostly good tolerated, allowing dose escalation to proceed with nary treatment-related superior adverse events.

For Saturn V, the expanded presumption brings Amylyx to 13.7% of its 13F portfolio — its second-largest holding down ABVX. That level of condemnation signals assurance not lone successful Amylyx’s pipeline but successful management’s subject pursuing a restructuring and reset of strategical focus