Centessa Pharmaceuticals plc

CNTA

Held by 7 specialist biotech funds

High Convergence

Share on X

Fund Holdings

7 fund convergence

Avoro Capital Advisors Commodore Capital Perceptive Advisors

Position Trend

Feb 17, 2026

$245.6M

6 funds

Mar 16, 2026

$364.0M

1 fund

+48% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Position Details

Avoro Capital AdvisorsNEWMar 16, 2026

Shares: 14,555,555Value: $364.0M

# Signal Note: Avoro Capital Initiates $364M Position in Centessa Avoro's substantial new stake (14.6M shares) signals confidence in Centessa's pipeline, likely centered on zetomipide (SerpinPC), a serine protease inhibitor in Phase 2b for NASH with differentiated mechanism versus GLP-1 competitors. The timing suggests conviction ahead of near-term clinical readouts, potentially including 2024-25 NASH trial data that could validate non-GLP-1 therapeutic positioning in a high-value indication.

Commodore CapitalNEW

Know which insider moves are real

See who's buying with their own money vs. routine exercises
AI explains why each move matters right now

Start 7-Day Free Trial — $29/mo

Insider Signals

No insider signals tracked.

Also Held by These Funds

KYMR6 funds ALKS5 funds GPCR5 funds XENE5 funds ARGX4 funds NGNE4 funds CELC4 funds SYRE

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

Track specialist biotech funds, insider signals, and AI analysis

Start 7-Day Free Trial

Or get the free weekly brief:

AI Signal

AI analyst context — unlock full analysis

**Signal Note: Commodore Capital / Centessa (CNTA)** Pellini's $25M position in Centessa suggests confidence in the company's clinical pipeline, likely driven by upcoming catalysts in lenabasum (autoimmune/fibrosis) or other lead programs. The timing and scale of entry by an ex-pharma CEO with M&A experience could signal conviction around near-term data readouts or strategic optionality, though CNTA's clinical stage portfolio carries execution risk.