BLTE

Belite Bio Inc - Adr

2 super-investor ownerscombined $17Mlargest position 0.6%

1 NEW

2 super-investors hold BLTE worth a combined $17M. The largest position: Stanley Druckenmiller at 0.6% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 39 — ranked #128 of 724 scored stocks.

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Why super-investors own BLTE

Stanley Druckenmiller initiated the only meaningful position in BLTE this quarter, building a $17M stake that represents 0.6% of his portfolio — making him essentially the sole driver of cohort interest. Joel Greenblatt holds a nominal $320K position, likely a residual or model-driven allocation with negligible conviction. The cohort count has held at one for the prior eight quarters, meaning Druckenmiller's entry in 2026Q1 is the first new name to step in during that stretch. Interest is technically rising from a near-zero base, but with only two holders and concentration entirely dependent on one manager's new bet, this remains a narrow, Druckenmiller-specific position rather than a broad cohort theme.

AI-synthesized from 13F filings. Not investment advice.