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Lexeo Therapeutics (LXEO): OrbiMed entities disclose combined 5% ownership stake

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Lexeo Therapeutics, Inc. has been reported as held by funds affiliated with OrbiMed. OrbiMed Advisors LLC reports beneficial ownership of 3,203,050 shares of common stock, representing 4.1% of the class, with shared voting and dispositive power over these shares and no sole power. OrbiMed Capital LLC reports beneficial ownership of 744,800 shares, representing 1.0% of the class, with sole voting and dispositive power over these shares. In the aggregate, the reporting persons state they hold 5.0% of Lexeo’s common stock on behalf of other persons entitled to dividends or sale proceeds. Investment and voting power is exercised through a management committee of Carl L. Gordon, W. Carter Neild, and Geoffrey C. Hsu, each of whom disclaims beneficial ownership of the reported shares.

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OrbiMed Advisors LLC shares 3,203,050 shares Beneficially owned Lexeo common stock reported by OrbiMed Advisors LLC
OrbiMed Advisors LLC percent of class 4.1% Percent of Lexeo common stock class held by OrbiMed Advisors LLC
OrbiMed Capital LLC shares 744,800 shares Beneficially owned Lexeo common stock reported by OrbiMed Capital LLC
OrbiMed Capital LLC percent of class 1.0% Percent of Lexeo common stock class held by OrbiMed Capital LLC
Aggregate ownership 5.0% Combined Lexeo common stock held on behalf of other persons by the reporting entities
Par value per share $0.0001 per share Par value of Lexeo Therapeutics common stock
beneficial ownership financial
"Amount beneficially owned: OrbiMed Advisors LLC: 3,203,050 OrbiMed Capital LLC: 744,800"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
shared voting power financial
"Shared Voting Power 3,203,050.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
sole dispositive power financial
"Sole Dispositive Power 744,800.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
shared dispositive power financial
"Shared Dispositive Power 3,203,050.00"
Investment Company Act of 1940 regulatory
"investment company registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.

FAQ

How much of Lexeo Therapeutics (LXEO) does OrbiMed Advisors LLC report owning?

OrbiMed Advisors LLC reports 3,203,050 shares of Lexeo Therapeutics common stock, representing 4.1% of the outstanding class, with shared voting and dispositive power over all of these shares.

What stake in Lexeo Therapeutics (LXEO) is reported by OrbiMed Capital LLC?

OrbiMed Capital LLC reports beneficial ownership of 744,800 shares of Lexeo Therapeutics common stock, equal to 1.0% of the class, with sole voting and sole dispositive power over these shares.

What is the aggregate percentage of Lexeo Therapeutics (LXEO) shares held by the OrbiMed reporting entities?

The reporting persons state they hold an aggregate of 5.0% of Lexeo Therapeutics common stock on behalf of other persons who are entitled to dividends or sale proceeds from these shares.

Who controls voting and investment decisions for OrbiMed’s Lexeo Therapeutics (LXEO) holdings?

OrbiMed Advisors LLC and OrbiMed Capital LLC state that investment and voting power over Lexeo shares is exercised through a management committee of Carl L. Gordon, W. Carter Neild, and Geoffrey C. Hsu.

Do OrbiMed’s committee members claim personal beneficial ownership of Lexeo Therapeutics (LXEO) shares?

The filing states that committee members Carl L. Gordon, W. Carter Neild, and Geoffrey C. Hsu each disclaim beneficial ownership of the Lexeo Therapeutics common shares reported.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





52886X107

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



OrbiMed Advisors LLC
Signature:/s/ Carl L. Gordon
Name/Title:Carl L. Gordon / Member
Date:08/14/2026
OrbiMed Capital LLC
Signature:/s/ Carl L. Gordon
Name/Title:Carl L. Gordon / Member
Date:08/14/2026