InvestorLens

DAWN — DAY ONE BIOPHARMACEUTICALS I

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying DAWN?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 1 buying vs 0 selling last quarter
66
Macro Tailwind
Macro conditions are mixed for this sector
52
Why? — Evidence & Confidence ▾

Of 1 tracked investors who changed their DAWN position last quarter, 1 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Overheat regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (George Soros)
  • +4 tracked investors reported holding DAWN at their latest filing
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 7/25/2026.

About DAY ONE BIOPHARMACEUTICALS I (DAWN)

DAY ONE BIOPHARMACEUTICALS I (DAWN) appears in the most recent 13F filings of 4 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $41M. Across recent filings, tracked investors recorded 2 new positions, 0 increased, 0 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in DAWN

100
/100
Strong Institutional Accumulation
Added / Increased2
Reduced0
Exited0
BearishBullish
Crowded Trade Score™

How many top investors track DAWN

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

DAWN Ownership Composition

How DAY ONE BIOPHARMACEUTICALS I is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
59% of tracked value
Institutions
4
tracked investors
Total Reported
$84.8M
combined 13F value
Sectors2
  • Other59.3%
  • Hedge Funds40.7%
Other(2)
59.3%
Hedge Funds(2)
40.7%

Tracked investors reporting DAWN

  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    1.9M
    Value
    $41.3M
    % Portfolio
    0.02%
  • George SorosMar 31, 2026
    Soros Fund Management
    Shares
    1.5M
    Value
    $33M
    % Portfolio
    0.36%
  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    418.7K
    Value
    $9M
    % Portfolio
    0.00%
  • Steve CohenDec 31, 2025
    Point72 Asset Management
    Shares
    156.2K
    Value
    $1.5M
    % Portfolio
    0.00%

Recent activity

Frequently asked questions

How many institutional investors hold DAWN?
4 tracked institutional investors disclosed a position in DAWN (DAY ONE BIOPHARMACEUTICALS I) in their most recent 13F filing.
Who is the largest institutional holder of DAWN?
Izzy Englander, Millennium Management, holds the largest disclosed position in DAWN, valued at $41M.
Did institutional ownership of DAWN increase or decrease?
Across recent 13F filings, tracked investors recorded 2 new positions, 0 increased, 0 reduced, and 0 fully exited DAWN.
Where does this DAWN ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.