RA Capital13F
Peter Kolchinsky · Biotech · quarter ending 2026-06-30, filed 2026-08-14 · SEC filing
Stock portfolio
$11.5B
Positions
84
Above their Pivot
50%
New positions
15
New positions this quarter
Sold out completely
Holdings
| Stock | Weight | Value | Last quarter | vs Pivot | Score | Trend | Other whales |
|---|---|---|---|---|---|---|---|
| ASND Ascendis Pharma A/S | 23.8% | $2.7B | +2.6% | 67 | Above its Pivot | 2 | |
| PBLS Parabilis Medicines | 6.9% | $791.9M | New buy | — | — | 1 | |
| RYTM Rhythm Pharmaceuticals | 6.4% | $740.2M | no change | -8.4% | 43 | Below its Pivot | 4 |
| PCVX Vaxcyte | 5.8% | $667.0M | no change | +6.6% | 30 | Above its Pivot | 0 |
| SION Sionna Therapeutics | 3.8% | $435.7M | no change | -88.4% | 20 | Below its Pivot | 4 |
| TYRA Tyra Biosciences | 3.4% | $389.6M | no change | -32.0% | 46 | Below its Pivot | 0 |
| EWTX Edgewise Therapeutics | 3.0% | $341.0M | trimmed 20% | +9.4% | 45 | Above its Pivot | 3 |
| NAMS Newamsterdam Pharma | 2.8% | $323.7M | no change | -34.6% | 32 | Below its Pivot | 2 |
| COAG Hemab Therapeutics | 2.5% | $286.8M | New buy | — | — | 0 | |
| SEPN Septerna | 2.0% | $234.3M | no change | +27.7% | 59 | Above its Pivot | 0 |
| BCAX Bicara Therapeutics | 1.9% | $215.4M | no change | -20.0% | 48 | Below its Pivot | 0 |
| MLYS Mineralys Therapeutics | 1.8% | $207.6M | no change | -24.8% | 37 | Below its Pivot | 1 |
| GHRS GH Research | 1.8% | $205.3M | no change | -15.7% | 24 | Below its Pivot | 0 |
| IRON Disc Medicine | 1.6% | $179.2M | no change | +5.5% | 64 | Above its Pivot | 2 |
| SGP Spyglass Pharma | 1.6% | $178.6M | no change | — | — | 0 | |
| ARTV Artiva Biotherapeutics | 1.5% | $174.2M | added 82% | -23.4% | 35 | Below its Pivot | 0 |
| JANX Janux Therapeutics | 1.5% | $171.9M | no change | +9.3% | 51 | Above its Pivot | 0 |
| TSHA Taysha Gene Therapies | 1.4% | $160.4M | no change | -25.9% | 38 | Below its Pivot | 2 |
| BCRX Biocryst Pharmaceuticals | 1.4% | $158.3M | no change | -12.2% | 41 | Below its Pivot | 2 |
| WVE Wave Life Sciences | 1.4% | $156.7M | no change | -58.7% | 29 | Below its Pivot | 1 |
| NUVL Nuvalent Inc-a | 1.3% | $153.9M | trimmed 51% | — | — | 2 | |
| ABVX Abivax Sa-adr | 1.3% | $150.9M | New buy | -23.4% | 44 | Below its Pivot | 2 |
| ORKA Oruka Therapeutics | 1.3% | $148.0M | New buy | +18.6% | 43 | Above its Pivot | 2 |
| CLYM Climb BIO | 1.3% | $147.4M | no change | -0.6% | 41 | Below its Pivot | 0 |
| SLDB Solid Biosciences | 1.0% | $120.2M | added 29% | -22.5% | 34 | Below its Pivot | 1 |
| ZLAB ZAI LAB Ltd-adr | 0.9% | $109.1M | no change | +15.1% | 43 | Above its Pivot | 0 |
| SPRY ARS Pharmaceuticals | 0.8% | $87.0M | no change | -46.9% | 43 | Below its Pivot | 2 |
| XNCR Xencor | 0.7% | $84.9M | added 8% | +52.0% | 48 | Above its Pivot | 1 |
| JBIO Jade Biosciences | 0.7% | $81.6M | no change | -19.9% | 55 | Below its Pivot | 1 |
| NTLA Intellia Therapeutics | 0.7% | $76.6M | New buy | -14.1% | 36 | Below its Pivot | 1 |
| LBRX LB Pharmaceuticals | 0.6% | $71.7M | no change | +20.7% | 63 | Above its Pivot | 1 |
| DFTX Definium Therapeutics | 0.6% | $70.6M | New buy | +22.8% | 48 | Above its Pivot | 2 |
| ACRS Aclaris Therapeutics | 0.6% | $67.3M | added 87% | -16.7% | 40 | Below its Pivot | 0 |
| FDMT 4D Molecular Therapeutics | 0.6% | $67.2M | no change | +0.3% | 35 | Above its Pivot | 0 |
| SANA Sana Biotechnology | 0.6% | $65.4M | New buy | -32.4% | 27 | Below its Pivot | 1 |
| DMRA Damora Therapeutics | 0.5% | $62.4M | no change | -17.8% | 55 | Below its Pivot | 2 |
| MNPR Monopar Therapeutics | 0.5% | $61.8M | no change | -8.3% | 38 | Below its Pivot | 1 |
| ABOS Acumen Pharmaceuticals | 0.5% | $56.1M | no change | -20.8% | 43 | Below its Pivot | 0 |
| GERN Geron | 0.5% | $54.8M | trimmed 33% | -21.9% | 38 | Below its Pivot | 0 |
| RZLT Rezolute | 0.4% | $49.1M | added 3% | +0.1% | 39 | Above its Pivot | 0 |
| EVMN Evommune | 0.4% | $46.4M | no change | — | — | 1 | |
| VOR VOR Biopharma | 0.4% | $44.2M | trimmed 56% | +6.3% | 48 | Above its Pivot | 0 |
| IPSC Century Therapeutics | 0.4% | $43.5M | no change | -30.8% | 49 | Below its Pivot | 0 |
| AKTS Aktis Oncology | 0.4% | $42.4M | trimmed 13% | — | — | 1 | |
| BIOA Bioage Labs | 0.4% | $41.0M | no change | -68.4% | 29 | Below its Pivot | 1 |
| CCCC C4 Therapeutics | 0.3% | $37.4M | no change | -3.8% | 52 | Below its Pivot | 0 |
| MIRM Mirum Pharmaceuticals | 0.3% | $37.3M | no change | -18.5% | 48 | Below its Pivot | 2 |
| CAPR Capricor Therapeutics | 0.3% | $36.3M | no change | -71.9% | 29 | Below its Pivot | 0 |
| PEPG Pepgen | 0.3% | $36.1M | no change | -19.2% | 55 | Below its Pivot | 0 |
| PRLD Prelude Therapeutics | 0.3% | $34.5M | New buy | -8.6% | 45 | Below its Pivot | 2 |
| NKTX Nkarta | 0.3% | $30.6M | no change | -29.7% | 10 | Docked | 0 |
| QTTB Q32 BIO | 0.3% | $29.7M | New buy | -5.0% | 54 | Below its Pivot | 1 |
| AVR Anteris Technologies Globa | 0.3% | $29.6M | no change | -20.1% | 18 | Below its Pivot | 1 |
| EDIT Editas Medicine | 0.2% | $28.8M | New buy | -10.0% | 37 | Below its Pivot | 0 |
| OVID Ovid Therapeutics | 0.2% | $28.2M | no change | -7.9% | 43 | Below its Pivot | 0 |
| ASMB Assembly Biosciences | 0.2% | $28.0M | no change | -27.8% | 33 | Below its Pivot | 0 |
| ALXO ALX Oncology | 0.2% | $26.9M | no change | -36.0% | 48 | Below its Pivot | 0 |
| BNTC Benitec Biopharma | 0.2% | $24.8M | no change | -25.6% | 43 | Below its Pivot | 0 |
| LENZ Lenz Therapeutics | 0.2% | $23.7M | no change | -62.1% | 36 | Below its Pivot | 0 |
| LXEO Lexeo Therapeutics | 0.2% | $23.3M | no change | -47.7% | 32 | Below its Pivot | 1 |
| ACRV Acrivon Therapeutics | 0.2% | $21.8M | added 47% | -2.2% | 35 | Below its Pivot | 0 |
| ALT Altimmune | 0.2% | $19.8M | New buy | -36.4% | 18 | Below its Pivot | 0 |
| KPTI Karyopharm Therapeutics | 0.2% | $18.7M | no change | — | — | 0 | |
| DRUG Bright Minds Biosciences | 0.2% | $18.6M | no change | -29.2% | 55 | Below its Pivot | 0 |
| AVTX Avalo Therapeutics | 0.2% | $18.5M | added 51% | -57.4% | 14 | Below its Pivot | 1 |
| OKUR Onkure Therapeutics Inc-a | 0.2% | $18.2M | no change | -30.5% | 46 | Below its Pivot | 0 |
| FTH Faeth Therapeutics | 0.2% | $18.1M | New buy | -31.6% | 21 | Below its Pivot | 1 |
| AURA Aura Biosciences | 0.1% | $17.8M | New buy | -5.8% | 52 | Below its Pivot | 1 |
| SABS SAB Biotherapeutics | 0.1% | $17.2M | no change | -23.2% | 43 | Below its Pivot | 1 |
| SPTX Seaport Therapeutics | 0.1% | $15.2M | New buy | — | — | 1 | |
| PALI Palisade BIO | 0.1% | $14.9M | no change | -28.8% | 42 | Below its Pivot | 1 |
| HLXC Helix Acquisition Corp-cl | 0.1% | $13.3M | no change | — | — | 0 | |
| WAY Waystar Holding | 0.1% | $10.9M | no change | +20.3% | 68 | Above its Pivot | 0 |
| EQ Equillium | 0.1% | $9.9M | no change | -40.7% | 39 | Below its Pivot | 0 |
| MGNX Macrogenics | 0.1% | $8.6M | no change | -33.9% | 23 | Below its Pivot | 0 |
| PCSC Perceptive Capital Solutio | 0.1% | $8.2M | no change | — | — | 0 | |
| ACET Adicet BIO | 0.1% | $8.1M | trimmed 21% | -48.9% | 8 | Docked | 0 |
| CRVS Corvus Pharmaceuticals | 0.1% | $6.7M | no change | -26.6% | 48 | Below its Pivot | 2 |
| RANI Rani Therapeutics Holdings | 0.1% | $6.5M | no change | — | — | 0 |
Largest 79 of 84 positions. Click any stock for its trend and everyone else who owns it.
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Source: Form 13F-HR on SEC EDGAR. 13Fs are filed up to 45 days after the quarter ends and show only long US-listed positions.