Form 13-F position report

ANNEXON INC

Reported by MAK CAPITAL ONE LLC

ANNX CUSIP 03589W102 Manager CIK 0001385702

Reported 5,862,180 shares, up 1,138,137 (24.1%) from the prior quarter.

Reported value 27.9%; share count 24.1% vs. the prior quarter.

Added
% of reported 13F value 4.69% This manager · Q2 2026
Shares 5,862,180 Quarter-end amount reported
Reported value $33,473,048 Fair value at quarter end
Consecutive quarters held 3 Through Q2 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2025-12-31 14851806
2026-03-31 26171198
2026-06-30 33473048

Quarterly position history

How this manager's reported quarter-end position changed over time.

3 quarters
Quarterly reported position history for ANNEXON INC held by MAK CAPITAL ONE LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Added 5,862,180 +1,138,137 (24.1%) 4.69% $33,473,048 2026-08-14
Q1 2026 Added 4,724,043 +1,765,516 (59.7%) 3.86% $26,171,198 2026-05-15
Q4 2025 New 2,958,527 +2,958,527 (0.0%) 1.63% $14,851,806 2026-02-17

Who else reported the position

245 managers reported ANNEXON INC for Q2 2026.

Managers reporting ANNEXON INC in Q2 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
FMR LLC Added 19,518,496 +8,882,848 < 0.01% $111,450,614 24 qtrs
BlackRock Inc Added 13,539,744 +2,601,235 < 0.01% $77,311,938 8 qtrs
Redmile Group LLC Reduced 11,869,877 -2,679,891 4.55% $67,776,998 24 qtrs
STATE STREET CORPORATION Added 9,824,321 +2,905,066 < 0.01% $56,096,873 24 qtrs
BVF INC IL Unchanged 8,698,173 0 1.27% $49,666,568 11 qtrs
Woodline Partners LP Added 6,925,067 +4,587,930 0.12% $39,542,133 17 qtrs
VANGUARD CAPITAL MANAGEMENT LLC Added 6,871,015 +914,426 < 0.01% $39,233,496 2 qtrs
MAK CAPITAL ONE LLC This report Added 5,862,180 +1,138,137 4.69% $33,473,048 3 qtrs
The Goldman Sachs Group Inc Added 5,825,579 +3,672,699 < 0.01% $33,264,057 23 qtrs
Siren L L C Added 4,458,646 +500,000 0.52% $25,458,869 2 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2026
Filed
August 14, 2026
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
5,862,180
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.