ADAR1 Capital Management, LLC

Est. AUM

$1.70B

13F long equity, this entity only

Positions

311

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ABIVAX SA	SPONSORED ADS	$155.2M	1394019	9.14%	SOLE
2	PROTAGONIST THERAPEUTICS INC	COM	$104.8M	994119	6.17%	SOLE
3	ROIVANT SCIENCES LTD	SHS	$91.0M	3285906	5.36%	SOLE
4	IMMUNOVANT INC	COM	$66.5M	2679010	3.92%	SOLE
5	STATE STR SPDR S&P 500 ETF T	TR UNIT	$49.4M	75940	2.91%	SOLE
6	TERNS PHARMACEUTICALS INC	COM	$48.2M	914699	2.84%	SOLE
7	CYTOKINETICS INC	COM NEW	$41.7M	632556	2.45%	SOLE
8	CRINETICS PHARMACEUTICALS IN	COM	$41.4M	1139331	2.44%	SOLE
9	EA SERIES TRUST	ALPHA ARCH 1-3	$39.2M	337125	2.31%	SOLE
10	DENALI THERAPEUTICS INC	COM	$35.9M	1871455	2.12%	SOLE
11	BEAM THERAPEUTICS INC	COM	$34.5M	1446375	2.03%	SOLE
12	ZAI LAB LTD	ADR	$26.8M	1425367	1.58%	SOLE
13	SEPTERNA INC	COM	$26.2M	1089818	1.54%	SOLE
14	VIR BIOTECHNOLOGY INC	COM	$24.6M	2744714	1.45%	SOLE
15	DBV TECHNOLOGIES S A	SPONSORED ADS	$21.2M	1012866	1.25%	SOLE
16	ANTERIS TECHNOLOGIES GLOBAL	COM	$21.0M	3789132	1.24%	SOLE
17	INSPIRE MED SYS INC	COM	$20.9M	405197	1.23%	SOLE
18	SCHOLAR ROCK HLDG CORP	COM	$20.0M	407273	1.18%	SOLE
19	RHYTHM PHARMACEUTICALS INC	COM	$18.4M	211450	1.08%	SOLE
20	SPYRE THERAPEUTICS INC	COM NEW	$17.1M	338323	1.00%	SOLE
21	CYTOMX THERAPEUTICS INC.	COM	$16.0M	3410190	0.94%	SOLE
22	PROTHENA CORP PLC	SHS	$15.4M	1581443	0.90%	SOLE
23	SANOFI SA	SPONSORED ADR	$15.3M	316939	0.90%	SOLE
24	VAXCYTE INC	COM	$15.1M	259137	0.89%	SOLE
25	MONOPAR THERAPEUTICS INC	COM NEW	$14.5M	264278	0.85%	SOLE
26	ARBUTUS BIOPHARMA CORP	COM	$14.1M	3133175	0.83%	SOLE
27	AMYLYX PHARMACEUTICALS INC	COM	$13.9M	1000604	0.82%	SOLE
28	CELLDEX THERAPEUTICS INC NEW	COM NEW	$13.6M	427816	0.80%	SOLE
29	TAYSHA GENE THERAPIES INC	COM SHS	$13.3M	2979429	0.78%	SOLE
30	XENON PHARMACEUTICALS INC	COM	$13.3M	228899	0.78%	SOLE
31	SUTRO BIOPHARMA INC	COM SHS	$13.1M	524441	0.77%	SOLE
32	REVOLUTION MEDICINES INC	COM	$13.0M	133893	0.77%	SOLE
33	ENLIVEN THERAPEUTICS INC	COM	$12.9M	329540	0.76%	SOLE
34	CG ONCOLOGY INC	COM	$12.6M	185699	0.74%	SOLE
35	SPDR SERIES TRUST	STATE STREET SPD	$12.4M	135585	0.73%	SOLE
36	ESTABLISHMENT LABS HLDGS INC	COM	$12.1M	213473	0.71%	SOLE
37	REPLIMUNE GROUP INC	COM	$12.1M	1582987	0.71%	SOLE
38	INVENTIVA SA	ADS	$12.1M	2174398	0.71%	SOLE
39	IONIS PHARMACEUTICALS INC	COM	$12.0M	160338	0.71%	SOLE
40	NEKTAR THERAPEUTICS	COM NEW	$11.6M	161252	0.68%	SOLE
41	INHIBIKASE THERAPEUTICS INC	COM NEW	$11.1M	6606572	0.65%	SOLE
42	ARS PHARMACEUTICALS INC	COM	$10.9M	1361536	0.64%	SOLE
43	TERNS PHARMACEUTICALS INCCALL	COM	$10.5M	200000	0.62%	SOLE
44	HELIX ACQUISITION CORP III	USD CL A ORD SHS	$10.3M	1000000	0.61%	SOLE
45	OVID THERAPEUTICS INC	COM	$10.1M	4544113	0.59%	SOLE
46	ONKURE THERAPEUTICS INC	COM CL A	$10.1M	2434941	0.59%	SOLE
47	REGENERON PHARMACEUTICALS	COM	$9.4M	12154	0.55%	SOLE
48	MOONLAKE IMMUNOTHERAPEUTICS	CLASS A ORD	$8.5M	457137	0.50%	SOLE
49	LEXEO THERAPEUTICS INC	COM	$8.4M	1467350	0.50%	SOLE
50	OPUS GENETICS INC	COM	$8.4M	1849004	0.50%	SOLE

1–50 of 310

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.