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Amicus Therapeutics, Inc.

FOLD Healthcare
$14.49 $0 (0.00%)
Market Cap: $4.55 B
Gurus Holding
10
Popularity Rank
#407
% of Shares Held
3.35%
Net Activity (Q1 2026)
-$1.61 M

Guru Ownership Trend

Guru Analysis for Amicus Therapeutics, Inc. (FOLD)

Amicus Therapeutics, Inc. (FOLD), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $152.25 M.

Top institutional holders include George Soros and Renaissance Technologies (RenTech).

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $1.61 M net outflow during the quarter.

Recent activity highlights Jeremy Grantham who opened a new position. Conversely, Steven Cohen reduced exposure by 97.4%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q1 2026)

+$35.11 M
Total Buy Value
New Buys 3
Additions 2
-$36.72 M
Total Sell Value
Reductions 4
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
5

FAQs for Amicus Therapeutics, Inc. (FOLD)

Major holders include George Soros ($83.19 M), Renaissance Technologies (RenTech) ($27.08 M), Jeremy Grantham ($13.61 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 10.51 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $1.61 M, with 5 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited FOLD. The total reported sell value was $36.72 M.

Yes, 3 managers opened new positions in FOLD, and 2 increased their existing holdings. The total reported buy value was $35.11 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.91% Add 15.1% 5,753,186 $83.19 M Q1 2026
0.04% Add 54.6% 1,872,893 $27.08 M Q1 2026
0.03% New Buy 941,266 $13.61 M Q1 2026
0.02% 900,000 $13.01 M Q1 2026
0.00% Reduce -24.2% 733,198 $10.6 M Q1 2026
0.01% Reduce 0.0% 139,526 $2.02 M Q1 2026
0.00% Reduce -97.4% 54,677 $790,629 Q1 2026
0.00% Reduce -75.7% 40,300 $582,738 Q1 2026
0.01% New Buy 40,000 $578,400 Q1 2026
0.02% New Buy 32,400 $468,504 Q1 2026
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