Institutions / ADAR1 Capital Management, LLC

ADAR1 Capital Management, LLC

CIK 1940272 · Institution · as of Dec 31, 2025
Portfolio value
$1.34B
Positions
249
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 249 →
CompanyClassValueShares% of portfolio
Abivax SA$177.65M1,317,32913.3%
Protagonist Therapeutics Inc$91.63M1,049,1686.9%
Roivant Sciences Ltd.$74.41M3,428,9625.6%
Immunovant, Inc.IMVTCommon Stock$63.07M2,480,9684.7%
Avidity Biosciences, Inc.$39.42M546,5342.9%
Ea Series Trust$38.80M337,1252.9%
SPDR S&P 500 ETF Tr$37.29M54,6842.8%
Cytokinetics Inc$34.32M540,1662.6%
Septerna, Inc.SEPNCommon Stock$32.27M1,157,6112.4%
Arbutus Biopharma CorpABUSCommon Stock$26.05M5,415,1091.9%
Zai Lab Limited$21.99M1,246,5201.6%
Terns Pharmaceuticals, Inc.$21.88M541,6151.6%
CytomX Therapeutics, Inc.$17.82M4,182,7691.3%
Celldex Therapeutics, Inc.$17.57M646,7671.3%
Rapt Therapeutics Inc$17.26M509,6791.3%
Inhibikase Therapeutics, Inc.$16.53M8,063,9491.2%
BridgeBio Pharma, Inc.$16.32M213,4141.2%
Monopar Therapeutics Inc.MNPRCommon Stock$15.27M233,9081.1%
Vaxcyte, Inc.$14.56M315,6421.1%
Crinetics Pharmaceuticals, Inc.$14.40M309,3681.1%
Fulcrum Therapeutics, Inc.$14.18M1,253,7491.1%
Prothena Corp Public Ltd Co$13.92M1,457,7641.0%
Lexeo Therapeutics, Inc.$13.83M1,393,1611.0%
Taysha Gene Therapies, Inc.TSHACommon Stock$13.73M2,495,8091.0%
Cidara Therapeutics Inc$13.18M59,6771.0%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.