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EcoR1 Capital, LLC
gestionnaire d'actifs · portefeuille $2.06 Md · 33 positions · rapport au 30.06.2026
Positions en actions rapport pour 30.06.2026, déposé le 14.08.2026; modification — par rapport à 31.03.2026 · 38
| Société | Actions | Valeur | % du portefeuille | Variation sur le trimestre |
|---|---|---|---|---|
| Zymeworks Inc. US:ZYME | 22 970 388 | $600 M | 29.77% | — |
| AnaptysBio Inc US:ANAB | 7 880 094 | $532 M | 26.37% | — |
| Aktis Oncology, Inc. US:AKTS | 4 824 469 | $155 M | 7.71% | — |
| CG Oncology, Inc. US:CGON | 1 494 300 | $106 M | 5.26% | +392 300 |
| Eton Pharmaceuticals Inc US:ETON | 2 171 938 | $78.6 M | 3.90% | — |
| CRISPR THERAPEUTICS AG CUSIP H17182108 | 1 389 276 | $75.8 M | 3.76% | — |
| Oric Pharmaceuticals, Inc. US:ORIC | 6 728 116 | $72.9 M | 3.61% | — |
| First Tracks Biotherapeutics US:TRAX | 3 174 519 | $63.9 M | 3.17% | nouvelle |
| LAKEFRONT BIOTHERAPEUTICS NV US:LKFT | 1 667 119 | $50.0 M | 2.48% | — |
| Neurogene Inc US:NGNE | 1 271 342 | $40.0 M | 1.98% | — |
| Stoke Therapeutics, Inc. US:STOK | 735 000 | $24.0 M | 1.19% | +635 000 |
| Fulcrum Therapeutics Inc US:FULC | 6 549 866 | $24.0 M | 1.19% | nouvelle |
| Legend Biotech Corp US:LEGN | 800 000 | $23.1 M | 1.15% | nouvelle |
| BridgeBio Oncology Therapeut… US:BBOT | 2 823 126 | $21.5 M | 1.07% | — |
| MBX Biosciences, Inc. US:MBX | 388 500 | $21.4 M | 1.06% | −388 500 |
| Zenas BioPharma, Inc. US:ZBIO | 789 500 | $20.0 M | 0.99% | — |
| Atara Biotherapeutics Inc US:ATRA | 1 552 000 | $17.8 M | 0.88% | +1 452 407 |
| Relay Therapeutics Inc US:RLAY | 697 948 | $13.1 M | 0.65% | −1 206 814 |
| Aura Biosciences Inc US:AURA | 1 666 667 | $11.8 M | 0.59% | nouvelle |
| Odyssey Therapeutics, Inc. US:ODTX | 555 555 | $10.4 M | 0.52% | nouvelle |
| Eikon Therapeutics, Inc. US:EIKN | 732 606 | $9.56 M | 0.47% | — |
| PHARVARIS N V CUSIP N69605108 | 235 000 | $8.13 M | 0.40% | nouvelle |
| ZURA BIO LTD CUSIP G9TY5A101 | 1 179 715 | $6.96 M | 0.35% | — |
| Phathom Pharmaceuticals Inc US:PHAT | 625 000 | $6.78 M | 0.34% | — |
| Nurix Therapeutics Inc US:NRIX | 270 000 | $6.55 M | 0.32% | nouvelle |
| Erasca Inc US:ERAS | 330 000 | $6.05 M | 0.30% | −570 000 |
| Eloxx Pharmaceuticals, Inc. US:ELOX | 400 000 | $5.55 M | 0.28% | nouvelle |
| Aardvark Therapeutics, Inc. US:AARD | 396 194 | $2.28 M | 0.11% | nouvelle |
| HELIX ACQUISITION CORP III U… CUSIP G4444S107 | 200 000 | $2.13 M | 0.11% | — |
| Mereo BioPharma Group plc US:MREO | 1 000 000 | $318 k | 0.02% | −12 368 855 |
| SURROZEN INC CUSIP 86889P117 | 4 444 | $115 k | 0.01% | — |
| Replimune Group Inc US:REPL | 0 (était 1 000 000) | — | — | vendue |
| Xencor Inc US:XNCR | 0 (était 2 183 000) | — | — | vendue |
| JAZZ PHARMACEUTICALS PLC CUSIP G50871105 | 0 (était 1 706 469) | — | — | vendue |
| CENTESSA PHARMACEUTICALS PLC CUSIP 152309100 | 0 (était 6 000 000) | — | — | vendue |
| CRINETICS PHARMACEUTICALS IN CUSIP 22663K107 | 0 (était 4 288 120) | — | — | vendue |
| iBio, Inc. US:IBIO | 0 (était 1 583 000) | — | — | vendue |
| Prelude Therapeutics Inc US:PRLD | 0 (était 947 049) | — | — | vendue |
Dans les entreprises de notre base de données 15
| Société | Participation | Actions | Date du rapport |
|---|---|---|---|
| AnaptysBio Inc | 26.36% | 7 880 094 | 2026-06-30 |
| Atara Biotherapeutics Inc | 15.46% | 1 552 000 | 2026-06-30 |
| Eloxx Pharmaceuticals, Inc. | 12.73% | 400 000 | 2026-06-30 |
| Aktis Oncology, Inc. | 8.98% | 4 824 469 | 2026-06-30 |
| Fulcrum Therapeutics Inc | 8.58% | 6 549 866 | 2026-06-30 |
| Eton Pharmaceuticals Inc | 7.6% | 2 171 938 | 2026-06-30 |
| First Tracks Biotherapeutics | 7.56% | 3 174 519 | 2026-06-30 |
| Neurogene Inc | 6.35% | 1 271 342 | 2026-06-30 |
| BridgeBio Oncology Therapeut… | 3.52% | 2 823 126 | 2026-06-30 |
| Aardvark Therapeutics, Inc. | 1.81% | 396 194 | 2026-06-30 |
| Eikon Therapeutics, Inc. | 1.35% | 732 606 | 2026-06-30 |
| Mereo BioPharma Group plc | 0.63% | 1 000 000 | 2026-06-30 |
| Tango Therapeutics, Inc. | — | — | 2024-11-07 |
| Adaptimmune Therapeutics plc | — | — | 2025-07-30 |
| Prothena Corporation plc | — | — | 2025-05-06 |
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