Follow-The-Filings

Security · featured owners

ALKS Alkermes PLC

COM Equity as of 2026 Q2 among managers we track

  • 4 Owners
  • Max 1.8%
  • $33M
  • 1 add 2 reduce 2 exits

Who owns this now

Largest portfolio weights among featured holders · max 1.8% (Palo Alto Investors) · not free-float ownership

  1. Palo Alto Investors 1.8%
  2. Nathan Fischel reduce 1.0%
  3. Senator Investment Group add 0.53%
  4. Murray Stahl reduce 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · exits show last held size · open a manager for their book

history
Senator Investment Group 2026 Q2 0.53% Add +17.0% 275,000 $14M history
Palo Alto Investors 2026 Q2 1.8% Hold 242,560 $13M history
Nathan Fischel - Dafna Capital Management 2026 Q2 1.0% Reduce −27.4% 101,266 $5M history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 0.01% Reduce −4.6% 20,132 $1M history
Michael Krensavage - Krensavage Asset Management exited 2026 Q2 last 2026 Q1 1.5% Exit −1.49 pp 107,822 $4M history
Farallon Capital Management exited 2026 Q2 last 2026 Q1 <0.01% Exit 0.00 pp 20,800 $735K history

4 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.66B $1.56B $1.48B
Gross profit * $1.41B $1.31B $1.28B
Gross margin * 84.8% 84.2% 86.7%
Net income $355.76M $367.07M $241.66M
Net margin * 21.4% 23.6% 16.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.49B $1.42B $1.93B
Total non-current assets * $650.72M $640.21M $557.83M
Total assets $2.14B $2.06B $2.49B
Total current liabilities $520.22M $465.2M $543.44M
Total non-current liabilities * $413.32M $125.39M $124.26M
Total equity $1.2B $1.46B $1.82B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $401.35M $439.12M $520.75M
Cash from investing $53.36M -$111.31M $295.5M
Cash from financing -$289.71M -$494.14M $12.38M
Net change in cash $165M -$166.32M $828.63M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders