FOLD
A pretty chunky vote of confidence
CIBRA Capital didn’t nibble here — it went in for the full-size snack. The firm increased its Amicus Therapeutics stake by 1,476,861 shares, which works out to an estimated $21.17 million trade using the average price from January through March 2026.
Why you should care
When a fund adds that much stock, it’s usually not because it got bored on a Tuesday. It’s a directional bet that the setup looks attractive, whether that’s on fundamentals, valuation, or some juicy catalyst hiding around the corner.
The investor takeaway
For you, the question is simple: is this smart money spotting an opportunity the rest of the market is sleepwalking past, or just one fund expressing conviction in a name it already liked?
- Bigger position = stronger conviction
- The size of the trade makes this harder to shrug off as portfolio housekeeping
- It can matter more in smaller biotech names where one fund’s move can send a louder signal than usual
Big picture: this doesn’t guarantee FOLD is about to moon, but it does tell you someone with capital on the line is willing to make a loud bet on Amicus.