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RA Capital Management, L.P.
investitore istituzionale · portafoglio $11.5 Mld · 85 posizioni · report al 30.06.2026
Posizioni Azionarie report per 30.06.2026, depositato il 14.08.2026; variazione — rispetto al 31.03.2026 · 102
| Società | Azioni | Valore | % del portafoglio | Variazione Trimestrale |
|---|---|---|---|---|
| ASCENDIS PHARMA A/S CUSIP K08588103 | 10 281 496 | $2.74 Mld | 23.83% | nuova |
| Parabilis Medicines, Inc. US:PBLS | 28 933 371 | $792 Mln | 6.88% | nuova |
| Rhythm Pharmaceuticals Inc US:RYTM | 6 666 837 | $740 Mln | 6.43% | — |
| Vaxcyte Inc US:PCVX | 11 474 599 | $667 Mln | 5.80% | — |
| Sionna Therapeutics, Inc. US:SION | 9 905 045 | $436 Mln | 3.79% | — |
| Tyra Biosciences Inc US:TYRA | 12 198 625 | $390 Mln | 3.39% | — |
| Edgewise Therapeutics Inc US:EWTX | 8 392 730 | $341 Mln | 2.96% | −2 035 707 |
| NEWAMSTERDAM PHARMA CO NV CUSIP N62509109 | 9 550 191 | $324 Mln | 2.81% | — |
| Hemab Therapeutics Holdings,… US:COAG | 7 808 627 | $287 Mln | 2.49% | nuova |
| Septerna, Inc. US:SEPN | 6 995 858 | $234 Mln | 2.04% | — |
| Bicara Therapeutics Inc. US:BCAX | 7 255 993 | $215 Mln | 1.87% | — |
| Mineralys Therapeutics, Inc. US:MLYS | 7 692 750 | $208 Mln | 1.80% | — |
| GH RESEARCH PLC CUSIP G3855L106 | 7 636 813 | $205 Mln | 1.78% | −39 884 |
| Disc Medicine Inc. US:IRON | 2 450 221 | $179 Mln | 1.56% | — |
| SpyGlass Pharma, Inc. US:SGP | 8 021 117 | $179 Mln | 1.55% | — |
| Artiva Biotherapeutics, Inc. US:ARTV | 17 955 642 | $174 Mln | 1.51% | +8 102 340 |
| Janux Therapeutics Inc US:JANX | 11 189 693 | $172 Mln | 1.49% | — |
| Taysha Gene Therapies Inc US:TSHA | 23 555 648 | $160 Mln | 1.39% | — |
| BioCryst Pharmaceuticals Inc US:BCRX | 15 827 186 | $158 Mln | 1.38% | — |
| WAVE LIFE SCIENCES LTD CUSIP Y95308105 | 26 975 505 | $157 Mln | 1.36% | — |
| NUVALENT INC-A CUSIP 670703107 | 1 246 456 | $154 Mln | 1.34% | −1 287 689 |
| ABIVAX US:ABVX · certificato di deposito | 1 132 557 | $151 Mln | 1.31% | nuova |
| Oruka Therapeutics, Inc. US:ORKA | 1 554 597 | $148 Mln | 1.29% | nuova |
| Climb Bio Inc US:CLYM | 11 300 939 | $147 Mln | 1.28% | — |
| Solid Biosciences LLC US:SLDB | 12 036 126 | $120 Mln | 1.04% | +2 696 148 |
| Zai Lab Ltd US:ZLAB · certificato di deposito | 5 743 533 | $109 Mln | 0.95% | +36 271 |
| ARS Pharmaceuticals, Inc US:SPRY | 10 860 977 | $87.0 Mln | 0.76% | — |
| Xencor Inc US:XNCR | 5 274 274 | $84.9 Mln | 0.74% | +377 037 |
| Jade Biosciences, Inc. US:JBIO | 3 671 083 | $81.6 Mln | 0.71% | — |
| Intellia Therapeutics Inc US:NTLA | 4 526 926 | $76.6 Mln | 0.67% | nuova |
| LB PHARMACEUTICALS INC US:LBRX | 2 208 604 | $71.7 Mln | 0.62% | — |
| Definium Therapeutics, Inc. US:DFTX | 1 500 000 | $70.6 Mln | 0.61% | nuova |
| Aclaris Therapeutics Inc US:ACRS | 12 723 026 | $67.3 Mln | 0.58% | +5 918 954 |
| 4D Molecular Therapeutics In… US:FDMT | 5 049 779 | $67.2 Mln | 0.58% | — |
| Sana Biotechnology Inc US:SANA | 18 750 000 | $65.4 Mln | 0.57% | nuova |
| DAMORA THERAPEUTICS INC CUSIP 36322Q206 | 2 399 702 | $62.4 Mln | 0.54% | +392 |
| Monopar Therapeutics Inc US:MNPR | 667 207 | $61.8 Mln | 0.54% | — |
| Acumen Pharmaceuticals Inc US:ABOS | 20 992 669 | $56.1 Mln | 0.49% | — |
| Geron Corporation US:GERN | 42 809 751 | $54.8 Mln | 0.48% | −20 961 615 |
| Rezolute, Inc. US:RZLT | 9 445 039 | $49.1 Mln | 0.43% | +265 039 |
| Evommune, Inc. US:EVMN | 3 494 638 | $46.4 Mln | 0.40% | — |
| Vor Biopharma Inc US:VOR | 2 402 095 | $44.2 Mln | 0.38% | −3 002 903 |
| Century Therapeutics Inc US:IPSC | 17 754 430 | $43.5 Mln | 0.38% | — |
| Aktis Oncology, Inc. US:AKTS | 1 314 405 | $42.4 Mln | 0.37% | −188 679 |
| BioAge Labs, Inc US:BIOA | 1 671 648 | $41.0 Mln | 0.36% | +21 000 |
| C4 Therapeutics, Inc. US:CCCC | 8 000 000 | $37.4 Mln | 0.32% | — |
| Mirum Pharmaceuticals Inc US:MIRM | 318 554 | $37.3 Mln | 0.32% | — |
| Capricor Therapeutics Inc US:CAPR | 1 507 844 | $36.3 Mln | 0.32% | — |
| PepGen Ltd US:PEPG | 20 064 545 | $36.1 Mln | 0.31% | — |
| Prelude Therapeutics Inc US:PRLD | 6 475 882 | $34.5 Mln | 0.30% | nuova |
| Nkarta Inc US:NKTX | 10 805 129 | $30.6 Mln | 0.27% | — |
| Q32 Bio Inc US:QTTB | 2 332 457 | $29.7 Mln | 0.26% | nuova |
| Anteris Technologies Global… US:AVR | 3 000 000 | $29.6 Mln | 0.26% | — |
| Editas Medicine Inc US:EDIT | 8 889 000 | $28.8 Mln | 0.25% | nuova |
| Ovid Therapeutics Inc US:OVID | 10 500 968 | $28.2 Mln | 0.25% | −213 032 |
| Assembly Biosciences Inc US:ASMB | 1 020 410 | $28.0 Mln | 0.24% | — |
| Alx Oncology Holdings US:ALXO | 13 011 849 | $26.9 Mln | 0.23% | — |
| Benitec Biopharma Inc. US:BNTC | 1 850 000 | $24.8 Mln | 0.22% | — |
| LENZ Therapeutics Inc US:LENZ | 4 178 823 | $23.7 Mln | 0.21% | — |
| Lexeo Therapeutics, Inc. US:LXEO | 5 000 000 | $23.3 Mln | 0.20% | — |
| Acrivon Therapeutics, Inc. US:ACRV | 12 229 396 | $21.8 Mln | 0.19% | +3 888 888 |
| Altimmune Inc US:ALT | 6 500 000 | $19.8 Mln | 0.17% | nuova |
| Karyopharm Therapeutics Inc. US:KPTI | 1 917 354 | $18.7 Mln | 0.16% | — |
| Bright Minds Biosciences Inc US:DRUG | 265 000 | $18.6 Mln | 0.16% | — |
| Avalo Therapeutics Inc US:AVTX | 1 000 000 | $18.5 Mln | 0.16% | +337 032 |
| OnKure Therapeutics, Inc. US:OKUR | 3 998 333 | $18.2 Mln | 0.16% | — |
| Faeth Therapeutics, Inc. US:FTH | 722 020 | $18.1 Mln | 0.16% | nuova |
| Aura Biosciences Inc US:AURA | 2 500 000 | $17.8 Mln | 0.15% | nuova |
| SAB Biotherapeutics Inc US:SABS | 4 401 500 | $17.2 Mln | 0.15% | — |
| Seaport Therapeutics, Inc. US:SPTX | 700 000 | $15.2 Mln | 0.13% | nuova |
| Palisade Bio Inc US:PALI | 7 124 116 | $14.9 Mln | 0.13% | — |
| HELIX ACQUISITION CORP-CL A CUSIP G4444S107 | 1 250 000 | $13.3 Mln | 0.12% | — |
| Waystar Holding Corp. US:WAY | 529 400 | $10.9 Mln | 0.09% | — |
| Equillium Inc US:EQ | 3 096 336 | $9.91 Mln | 0.09% | — |
| MacroGenics Inc US:MGNX | 1 864 176 | $8.61 Mln | 0.07% | — |
| PERCEPTIVE CAPITAL SOLUTIONS CUSIP G70077105 | 750 000 | $8.16 Mln | 0.07% | — |
| Adicet Bio Inc US:ACET | 932 624 | $8.06 Mln | 0.07% | −250 000 |
| NEWAMSTERDAM PHARMA CO NV-27 CUSIP N62509117 | 333 333 | $7.12 Mln | 0.06% | — |
| Corvus Pharmaceuticals Inc US:CRVS | 450 000 | $6.72 Mln | 0.06% | — |
| Rani Therapeutics Holdings I… US:RANI | 8 500 000 | $6.46 Mln | 0.06% | — |
| JATT II ACQUISITION CORP CUSIP G50765109 | 500 000 | $5.68 Mln | 0.05% | nuova |
| AMANAT ACQUISITION CORP CL A CUSIP G0375M101 | 375 000 | $3.81 Mln | 0.03% | nuova |
| Werewolf Therapeutics Inc US:HOWL | 2 387 744 | $859 k | 0.01% | −4 293 563 |
| Palatin Technologies, Inc. US:PTN | 62 124 | $670 k | 0.01% | −7 876 |
| Fulcrum Therapeutics Inc US:FULC | 0 (era 6 053 960) | — | — | venduta |
| GRAIL, LLC US:GRAL | 0 (era 428 266) | — | — | venduta |
| Hinge Health, Inc. US:HNGE | 0 (era 364 613) | — | — | venduta |
| Inspire Medical Systems Inc US:INSP | 0 (era 325 663) | — | — | venduta |
| MapLight Therapeutics, Inc. US:MPLT | 0 (era 248 294) | — | — | venduta |
| Olema Pharmaceuticals Inc US:OLMA | 0 (era 2 600 000) | — | — | venduta |
| Praxis Precision Medicines I… US:PRAX | 0 (era 373 787) | — | — | venduta |
| Relmada Therapeutics Inc US:RLMD | 0 (era 2 947 369) | — | — | venduta |
| Sarepta Therapeutics Inc US:SRPT | 0 (era 3 902 596) | — | — | venduta |
| GeneDx Holdings Corp. US:WGS | 0 (era 209 887) | — | — | venduta |
| Sutro Biopharma US:STRO | 0 (era 715 307) | — | — | venduta |
| Spyre Therapeutics Inc. US:SYRE | 0 (era 1 621 620) | — | — | venduta |
| Travere Therapeutics Inc US:TVTX | 0 (era 746 841) | — | — | venduta |
| Ascendis Pharma AS US:ASND | 0 (era 10 281 496) | — | — | venduta |
| Atrium Therapeutics, Inc. US:RNA | 0 (era 864 102) | — | — | venduta |
| Contineum Therapeutics, Inc.… US:CTNM | 0 (era 1 296 012) | — | — | venduta |
| Design Therapeutics Inc US:DSGN | 0 (era 2 972 973) | — | — | venduta |
| Dianthus Therapeutics Inc. US:DNTH | 0 (era 2 611 733) | — | — | venduta |
Nelle aziende presenti nel nostro database 11
| Società | Quota | Azioni | Data del Rapporto |
|---|---|---|---|
| Adicet Bio Inc | 9.96% | 932 624 | 2026-06-30 |
| Aclaris Therapeutics Inc | 9.1% | 12 723 026 | 2026-06-30 |
| NewAmsterdam Pharma Company… | 7.99% | 9 550 191 | 2026-06-30 |
| Q32 Bio Inc | 7.84% | 2 332 457 | 2026-06-30 |
| Vaxcyte Inc | 7.71% | 11 474 599 | 2026-06-30 |
| Geron Corporation | 6.66% | 42 809 751 | 2026-06-30 |
| Editas Medicine Inc | 5.79% | 8 889 000 | 2026-06-30 |
| Zai Lab Ltd | 5.05% | 5 743 533 | 2026-06-30 |
| Equillium Inc | 4.88% | 3 096 336 | 2026-06-30 |
| SAB Biotherapeutics Inc | 4.84% | 4 401 500 | 2026-06-30 |
| Intellia Therapeutics Inc | 3.23% | 4 526 926 | 2026-06-30 |
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