Fund Universe

ADAR1 Capital Management, LLC

CIK 0001940272 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.312
AUM ($M)
2,128
Positions
267
Turnover
0.26
Top-10 wt
42%
Herfindahl
0.029
History (qtrs)
6
Excess Return

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Holdings · 338 positions · portfolio value $2,128M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
ABVX funds › ABIVAX SA ADD 11.3% +2.0% 240.5 1,804,703 +410,684 5
PTGX funds › PROTAGONIST THERAPEUTICS INC TRIM 5.5% -0.8% 117.8 960,863 -33,256 5
CUSIP:G76279101 funds › ROIVANT SCIENCES LTD TRIM 5.3% -0.2% 111.7 3,157,008 -128,898 5
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 4.5% +1.6% 96.4 129,087 +53,147 5
IMVT funds › IMMUNOVANT INC TRIM 4.2% +0.2% 89.8 2,330,716 -348,294 5
ZLAB funds › ZAI LAB LTD ADD 3.0% +1.4% 64.0 3,369,034 +1,943,667 5
AGIO funds › AGIOS PHARMACEUTICALS INC ADD 2.2% +2.0% 47.8 1,288,053 +1,147,381 5
CRNX funds › CRINETICS PHARMACEUTICALS IN ADD 2.1% -0.3% 45.7 1,222,080 +82,749 5
BOXX funds › EA SERIES TRUST HOLD 1.9% -0.5% 39.5 337,125 +0 5
CYTK funds › CYTOKINETICS INC TRIM 1.8% -0.7% 39.0 457,907 -174,649 5
SEPN funds › SEPTERNA INC TRIM 1.5% -0.1% 31.5 940,747 -149,071 5
AVR funds › ANTERIS TECHNOLOGIES GLOBAL TRIM 1.5% +0.2% 31.0 3,145,096 -644,036 5
EDIT funds › EDITAS MEDICINE INC NEW 1.4% +1.4% 28.8 8,889,000 +8,889,000 1
DNLI funds › DENALI THERAPEUTICS INC TRIM 1.2% -0.9% 26.5 1,029,080 -842,375 5
SYRE funds › SPYRE THERAPEUTICS INC TRIM 1.2% +0.2% 25.2 283,982 -54,341 5
VIR funds › VIR BIOTECHNOLOGY INC TRIM 1.2% -0.3% 25.0 2,456,677 -288,037 2
PRAX funds › PRAXIS PRECISION MEDICINES I ADD 1.2% +1.1% 24.9 74,253 +72,753 3
INSM funds › INSMED INC ADD 1.1% +0.8% 24.4 228,520 +193,128 2
CLDX funds › CELLDEX THERAPEUTICS INC NEW ADD 1.1% +0.3% 23.1 619,542 +191,726 5
VKTX funds › VIKING THERAPEUTICS INC ADD 1.1% +0.6% 22.4 574,038 +346,321 5
TSHA funds › TAYSHA GENE THERAPIES INC ADD 1.0% +0.2% 20.7 3,040,466 +61,037 5
MNPR funds › MONOPAR THERAPEUTICS INC TRIM 0.9% +0.1% 20.1 217,595 -46,683 5
OVID funds › OVID THERAPEUTICS INC ADD 0.9% +0.3% 20.0 7,417,479 +2,873,366 5
ELVN funds › ENLIVEN THERAPEUTICS INC ADD 0.9% +0.1% 19.7 387,718 +58,178 3
ENTA funds › ENANTA PHARMACEUTICALS INC ADD 0.9% +0.9% 19.6 1,344,510 +1,293,153 3
NKTR funds › NEKTAR THERAPEUTICS ADD 0.8% +0.1% 17.0 244,184 +82,932 5
INSP funds › INSPIRE MED SYS INC TRIM 0.8% -0.5% 16.7 374,617 -30,580 4
RVMD funds › REVOLUTION MEDICINES INC TRIM 0.8% -0.0% 16.4 87,509 -46,384 5
ESTA funds › ESTABLISHMENT LABS HLDGS INC TRIM 0.7% +0.0% 15.9 185,619 -27,854 5
PRTA funds › PROTHENA CORP PLC TRIM 0.7% -0.2% 15.2 1,554,535 -26,908 5
RYTM funds › RHYTHM PHARMACEUTICALS INC TRIM 0.7% -0.4% 15.1 136,158 -75,292 5
IKT funds › INHIBIKASE THERAPEUTICS INC ADD 0.7% +0.0% 15.0 7,387,205 +780,633 5
QURE funds › UNIQURE NV ADD 0.7% +0.6% 15.0 324,672 +248,466 4
RLYB funds › RALLYBIO CORP ADD 0.7% +0.7% 14.8 926,352 +905,817 2
REGN funds › REGENERON PHARMACEUTICALS ADD 0.7% +0.1% 13.8 22,208 +10,054 5
IVA funds › INVENTIVA SA ADD 0.6% -0.1% 13.6 3,606,656 +1,432,258 3
STRO funds › SUTRO BIOPHARMA INC TRIM 0.6% -0.2% 13.4 404,014 -120,427 3
IONS funds › IONIS PHARMACEUTICALS INC ADD 0.6% -0.1% 13.2 166,286 +5,948 5
BBIO funds › BRIDGEBIO PHARMA INC ADD 0.6% +0.2% 13.2 176,689 +82,397 5
SRPT funds › SAREPTA THERAPEUTICS INC ADD 0.6% +0.3% 13.1 730,649 +468,591 5
CTMX funds › CYTOMX THERAPEUTICS INC. TRIM 0.6% -0.4% 12.6 3,365,118 -45,072 5
VOR funds › VOR BIOPHARMA INC NEW 0.6% +0.6% 12.5 680,626 +680,626 1
BIL funds › SPDR SERIES TRUST HOLD 0.6% -0.2% 12.4 135,585 +0 5
EQ funds › EQUILLIUM INC ADD 0.6% +0.1% 12.0 3,758,569 +31,910 4
ANL funds › ADLAI NORTYE LTD ADD 0.6% +0.5% 11.7 1,017,805 +899,896 2
CLYM funds › CLIMB BIO INC ADD 0.5% +0.3% 10.7 822,649 +224,987 5
HLXC funds › HELIX ACQUISITION CORP III HOLD 0.5% -0.1% 10.6 1,000,000 +0 2
ZURA funds › ZURA BIO LTD ADD 0.5% +0.3% 10.4 1,759,295 +1,128,892 5
OKUR funds › ONKURE THERAPEUTICS INC TRIM 0.5% -0.1% 10.2 2,238,684 -196,257 3
MAZE funds › MAZE THERAPEUTICS INC ADD 0.5% +0.4% 10.1 339,276 +289,181 4
XENE funds › XENON PHARMACEUTICALS INC TRIM 0.5% -0.3% 10.1 166,550 -62,349 5
TEVA funds › TEVA PHARMACEUTICAL INDS LTD ADD 0.4% -0.0% 9.4 277,848 +9,457 5
URGN funds › UROGEN PHARMA LTD TRIM 0.4% +0.0% 9.3 252,395 -143,064 5
FTH funds › FAETH THERAPEUTICS INC NEW 0.4% +0.4% 9.0 361,010 +361,010 1
AMLX funds › AMYLYX PHARMACEUTICALS INC TRIM 0.4% -0.4% 8.9 494,378 -506,226 5
DBVT funds › DBV TECHNOLOGIES S A TRIM 0.4% -0.9% 8.7 528,295 -484,571 2
SVRA funds › SAVARA INC TRIM 0.4% -0.1% 8.6 1,403,409 -61,126 5
PCVX funds › VAXCYTE INC TRIM 0.4% -0.5% 8.5 146,034 -113,103 5
CGON funds › CG ONCOLOGY INC TRIM 0.4% -0.4% 8.4 118,664 -67,035 5
MLYS funds › MINERALYS THERAPEUTICS INC ADD 0.4% +0.1% 8.1 298,886 +144,200 5
ASND funds › ASCENDIS PHARMA A/S NEW 0.4% +0.4% 7.6 28,604 +28,604 1
AMAN funds › AMANAT ACQUISITION CORP NEW 0.4% +0.4% 7.6 750,000 +750,000 1
NRIX funds › NURIX THERAPEUTICS INC ADD 0.4% +0.3% 7.6 313,236 +257,166 5
BHVN funds › BIOHAVEN LTD ADD 0.4% +0.3% 7.5 501,687 +456,910 5
PRME funds › PRIME MEDICINE INC ADD 0.3% -0.1% 7.4 1,997,552 +24,270 2
PCSC funds › PERCEPTIVE CAP SOLUTIONS COR ADD 0.3% +0.0% 7.3 674,695 +175,114 5
IRD funds › OPUS GENETICS INC TRIM 0.3% -0.2% 7.3 1,783,781 -65,223 3
LXEO funds › LEXEO THERAPEUTICS INC ADD 0.3% -0.2% 7.3 1,565,950 +98,600 5
DMRA funds › DAMORA THERAPEUTICS INC ADD 0.3% -0.1% 7.3 280,000 +1,000 2
REPL funds › REPLIMUNE GROUP INC TRIM 0.3% -0.4% 7.3 655,784 -927,203 5
LONA funds › LEONABIO INC ADD 0.3% -0.1% 7.1 777,100 +49,619 3
KRRO funds › KORRO BIO INC HOLD 0.3% -0.0% 7.1 540,054 +0 2
RACC funds › RESEARCH ALLIANCE CORP III NEW 0.3% +0.3% 7.0 650,000 +650,000 1
IFRX funds › INFLARX NV ADD 0.3% +0.3% 6.7 3,000,000 +2,841,729 2
RLAY funds › RELAY THERAPEUTICS INC NEW 0.3% +0.3% 6.7 358,333 +358,333 1
JANX funds › JANUX THERAPEUTICS INC ADD 0.3% +0.1% 6.5 420,881 +122,335 5
PLRX funds › PLIANT THERAPEUTICS INC ADD 0.3% +0.1% 6.3 5,509,724 +2,924,598 3
WHWK funds › WHITEHAWK THERAPEUTICS INC ADD Common Stock 0.3% +0.3% 6.1 1,341,394 +1,212,891 3
KRYS funds › KRYSTAL BIOTECH INC TRIM 0.3% -0.0% 6.1 16,420 -3,594 4
ABUS funds › ARBUTUS BIOPHARMA CORP TRIM 0.3% -0.6% 6.1 1,268,147 -1,865,028 5
PFE funds › PFIZER INC ADD 0.3% +0.2% 6.1 252,400 +175,000 5
BHF funds › BRIGHTHOUSE FINL INC HOLD 0.3% -0.1% 6.0 95,523 +0 4
EWTX funds › EDGEWISE THERAPEUTICS INC ADD 0.3% +0.1% 5.8 143,199 +52,600 5
ALEC funds › ALECTOR INC ADD 0.3% +0.1% 5.8 2,883,583 +1,833,583 3
FULC funds › FULCRUM THERAPEUTICS INC ADD 0.3% +0.2% 5.7 1,565,029 +1,434,469 5
ARWR funds › ARROWHEAD PHARMACEUTICALS IN TRIM 0.3% +0.0% 5.7 69,800 -500 5
ABOS funds › ACUMEN PHARMACEUTICALS INC TRIM 0.3% -0.0% 5.6 2,111,334 -45,000 5
CUSIP:G6717R120 funds › OAKTREE ACQUISITION CORP III HOLD 0.3% -0.1% 5.6 516,482 +0 5
GMED funds › GLOBUS MED INC ADD 0.3% +0.2% 5.5 70,100 +50,000 3
GLUE funds › MONTE ROSA THERAPEUTICS INC ADD 0.2% +0.0% 5.2 216,752 +1,000 4
DGACU funds › DISCIPLINED GROWTH NEW 0.2% +0.2% 5.0 500,000 +500,000 1
CUSIP:G1R59W127 funds › BHAV ACQUISITION CORP HOLD 0.2% -0.1% 5.0 495,000 +0 2
CUSIP:10806XAJ1 funds › BRIDGEBIO PHARMA INC HOLD 0.2% -0.1% 5.0 30,000 +0 2
CUSIP:10806XAD4 funds › BRIDGEBIO PHARMA INC HOLD 0.2% -0.1% 4.9 45,000 +0 2
DHR funds › DANAHER CORP DEL TRIM 0.2% -0.1% 4.9 25,932 -5,000 3
BOLD funds › BOUNDLESS BIO INC NEW 0.2% +0.2% 4.9 1,968,216 +1,968,216 1
AVLN funds › AVALYN PHARMACEUTICALS INC NEW 0.2% +0.2% 4.8 146,447 +146,447 1
SPRY funds › ARS PHARMACEUTICALS INC TRIM 0.2% -0.4% 4.8 600,999 -760,537 4
ATAI funds › ATAIBECKLEY INC HOLD 0.2% +0.0% 4.8 913,242 +0 2
PRLD funds › PRELUDE THERAPEUTICS INC ADD 0.2% +0.2% 4.8 900,900 +748,075 2
JATT funds › JATT II ACQUISITION CORP NEW 0.2% +0.2% 4.7 417,724 +417,724 1
RNTX funds › REIN THERAPEUTICS INC NEW 0.2% +0.2% 4.7 4,500,000 +4,500,000 1
PEPG funds › PEPGEN INC ADD 0.2% +0.0% 4.7 2,591,085 +983,447 5
CTNM funds › CONTINEUM THERAPEUTICS INC ADD 0.2% -0.0% 4.6 278,961 +2,300 5
CATX funds › PERSPECTIVE THERAPEUTICS INC ADD 0.2% +0.0% 4.1 1,210,117 +460,782 3
APGE funds › APOGEE THERAPEUTICS INC NEW 0.2% +0.2% 4.1 31,000 +31,000 1
NAMS funds › NEWAMSTERDAM PHARMA COMPANY HOLD 0.2% -0.0% 4.0 118,623 +0 5
CRBP funds › CORBUS PHARMACEUTICALS HLDGS ADD 0.2% -0.0% 4.0 421,787 +90,006 4
BIIB funds › BIOGEN INC ADD 0.2% +0.1% 3.9 17,900 +6,900 5
XNCR funds › XENCOR INC ADD 0.2% +0.1% 3.7 232,560 +138,895 5
SLN funds › SILENCE THERAPEUTICS PLC ADD 0.2% +0.1% 3.7 338,373 +166,216 5
SPRB funds › SPRUCE BIOSCIENCES INC ADD 0.2% -0.1% 3.7 67,717 +9,117 3
PHVS funds › PHARVARIS N V HOLD 0.2% -0.0% 3.6 105,528 +0 5
ENGN funds › ENGENE THERAPEUTICS INC NEW 0.2% +0.2% 3.6 2,104,986 +2,104,986 1
PALI funds › PALISADE BIO INC TRIM 0.2% -0.1% 3.6 1,726,662 -538,183 3
TARA funds › PROTARA THERAPEUTICS INC HOLD 0.2% -0.1% 3.6 940,512 +0 5
CUSIP:10806XAB8 funds › BRIDGEBIO PHARMA INC HOLD 0.2% -0.1% 3.5 20,000 +0 2
SGMT funds › SAGIMET BIOSCIENCES INC NEW 0.2% +0.2% 3.4 437,500 +437,500 1
ONC funds › BEONE MEDICINES LTD HOLD 0.2% -0.1% 3.3 11,701 +0 2
IVVD funds › INVIVYD INC TRIM 0.2% -0.1% 3.3 3,807,427 -15,000 4
TENX funds › TENAX THERAPEUTICS INC ADD 0.2% -0.1% 3.2 220,462 +7,000 5
ZNTL funds › ZENTALIS PHARMACEUTICALS INC ADD 0.1% +0.1% 3.2 652,750 +508,114 5
RLMD funds › RELMADA THERAPEUTICS INC HOLD 0.1% -0.0% 3.1 451,918 +0 3
DCTH funds › DELCATH SYS INC HOLD 0.1% +0.0% 2.8 224,385 +0 5
BMRN funds › BIOMARIN PHARMACEUTICAL INC ADD 0.1% +0.1% 2.8 49,000 +30,800 5
SMMT funds › SUMMIT THERAPEUTICS INC ADD 0.1% +0.0% 2.8 191,869 +100,000 5
KROS funds › KEROS THERAPEUTICS INC ADD 0.1% +0.1% 2.6 246,818 +149,500 5
ELDN funds › ELEDON PHARMACEUTICALS INC TRIM 0.1% -0.1% 2.6 647,812 -326,609 3
SNY funds › SANOFI SA TRIM 0.1% -0.8% 2.4 57,100 -259,839 5
CUSIP:G0273J101 funds › AMERICAN EXCEPTIONALISM ACQU TRIM 0.1% -0.1% 2.4 205,408 -152,131 4
TNGX funds › TANGO THERAPEUTICS INC ADD 0.1% +0.0% 2.4 76,761 +26,761 3
ISRG funds › INTUITIVE SURGICAL INC ADD 0.1% +0.1% 2.4 6,030 +4,200 3
INO funds › INOVIO PHARMACEUTICALS INC ADD 0.1% -0.0% 2.4 2,143,910 +673,802 3
OABI funds › OMNIAB INC ADD 0.1% +0.0% 2.3 947,412 +242,222 5
CAPR funds › CAPRICOR THERAPEUTICS INC HOLD 0.1% -0.1% 2.2 90,593 +0 2
DRUG funds › BRIGHT MINDS BIOSCIENCES INC TRIM 0.1% -0.0% 2.1 30,300 -3,600 3
ORKA funds › ORUKA THERAPEUTICS INC HOLD 0.1% +0.0% 2.0 20,840 +0 5
VYNE funds › VYNE THERAPEUTICS INC ADD 0.1% +0.1% 1.9 2,950,000 +1,886,101 3
MCK funds › MCKESSON CORP ADD 0.1% +0.0% 1.9 2,500 +1,300 3
LXRX funds › LEXICON PHARMACEUTICALS INC HOLD 0.1% +0.0% 1.8 750,000 +0 2
CRVS funds › CORVUS PHARMACEUTICALS INC ADD 0.1% +0.0% 1.7 117,101 +29,200 3
CUE funds › CUE BIOPHARMA INC NEW 0.1% +0.1% 1.7 55,193 +55,193 1
MSLE funds › SATELLOS BIOSCIENCE INC HOLD 0.1% +0.0% 1.7 222,555 +0 2
KNSA funds › KINIKSA PHARMACEUTICALS INTL HOLD 0.1% +0.0% 1.7 26,913 +0 5
CNTB funds › CONNECT BIOPHARMA HLDGS LTD TRIM 0.1% -0.0% 1.7 700,000 -42,400 2
CUSIP:G2254C105 funds › COHEN CIRCLE ACQUISIT CORP I HOLD 0.1% -0.0% 1.6 150,000 +0 4
RCKT funds › ROCKET PHARMACEUTICALS INC ADD 0.1% -0.0% 1.5 435,500 +3,000 5
TRAX funds › FIRST TRACKS BIOTHERAPEUTICS NEW 0.1% +0.1% 1.4 71,910 +71,910 1
EVMN funds › EVOMMUNE INC TRIM 0.1% -0.2% 1.4 104,035 -80,027 3
CCCC funds › C4 THERAPEUTICS INC ADD 0.1% +0.1% 1.4 291,957 +248,957 2
BCRX funds › BIOCRYST PHARMACEUTICALS INC ADD 0.1% +0.0% 1.3 133,000 +28,000 3
SUPN funds › SUPERNUS PHARMACEUTICALS TRIM 0.1% -0.0% 1.3 27,842 -1,800 4
NVO funds › NOVO-NORDISK A S TRIM 0.1% -0.0% 1.3 27,000 -6,000 2
AVTR funds › AVANTOR INC ADD 0.1% +0.0% 1.3 130,000 +50,000 5
INM funds › INMED PHARMACEUTICALS INC NEW 0.1% +0.1% 1.2 800,000 +800,000 1
PMN funds › PROMIS NEUROSCIENCES INC TRIM 0.1% -0.0% 1.2 92,850 -2,500 2
CUSIP:04280AAC4 funds › ARROWHEAD PHARMACEUTICALS IN HOLD 0.1% -0.0% 1.2 10,000 +0 2
ARTV funds › ARTIVA BIOTHERAPEUTICS INC NEW 0.1% +0.1% 1.2 118,624 +118,624 1
TNYA funds › TENAYA THERAPEUTICS INC ADD 0.1% -0.0% 1.1 1,555,500 +47,700 3
ALXO funds › ALX ONCOLOGY HLDGS INC NEW Common Stock 0.1% +0.1% 1.1 533,660 +533,660 1
ARE funds › ALEXANDRIA REAL ESTATE EQ IN HOLD 0.0% -0.0% 1.0 19,500 +0 3
RNAC funds › CARTESIAN THERAPEUTICS INC NEW 0.0% +0.0% 1.0 98,877 +98,877 1
CYCN funds › CYCLERION THERAPEUTICS INC NEW 0.0% +0.0% 1.0 298,757 +298,757 1
EA funds › ELECTRONIC ARTS INC HOLD 0.0% -0.0% 1.0 4,936 +0 4
CUSIP:89422GAB3 funds › TRAVERE THERAPEUTICS INC NEW 0.0% +0.0% 1.0 10,000 +10,000 1
BNTX funds › BIONTECH SE ADD 0.0% -0.0% 1.0 10,600 +600 4
ACAD funds › ACADIA PHARMACEUTICALS INC NEW 0.0% +0.0% 1.0 38,955 +38,955 1
DYN funds › DYNE THERAPEUTICS INC TRIM 0.0% -0.0% 1.0 42,821 -4,642 5
MPLT funds › MAPLIGHT THERAPEUTICS INC TRIM 0.0% -0.4% 0.9 26,497 -348,412 2
GPCR funds › STRUCTURE THERAPEUTICS INC NEW 0.0% +0.0% 0.9 17,500 +17,500 1
WVE funds › WAVE LIFE SCIENCES LTD ADD 0.0% +0.0% 0.9 160,000 +115,100 2
AURA funds › AURA BIOSCIENCES INC NEW 0.0% +0.0% 0.9 130,152 +130,152 1
CCXI funds › CHURCHILL CAP CORP XI NEW 0.0% +0.0% 0.9 50,000 +50,000 1
KZIA funds › KAZIA THERAPEUTICS LTD NEW 0.0% +0.0% 0.9 61,550 +61,550 1
NUVL funds › NUVALENT INC HOLD 0.0% -0.0% 0.9 6,942 +0 5
LRMR funds › LARIMAR THERAPEUTICS INC ADD 0.0% +0.0% 0.8 272,745 +220,000 5
VERA funds › VERA THERAPEUTICS INC ADD 0.0% -0.0% 0.8 18,322 +2,289 3
ADGM funds › ADAGIO MED HLDGS INC HOLD 0.0% -0.0% 0.8 1,205,447 +0 3
RNA funds › ATRIUM THERAPEUTICS INC HOLD 0.0% -0.0% 0.8 57,688 +0 2
CUSIP:88338N206 funds › THERAPEUTICSMD INC ADD 0.0% +0.0% 0.8 342,447 +133,237 5
IDYA funds › IDEAYA BIOSCIENCES INC HOLD 0.0% -0.0% 0.7 20,000 +0 4
SIBN funds › SI BONE INC ADD 0.0% +0.0% 0.7 45,000 +32,420 2
RPRX funds › ROYALTY PHARMA PLC ADD 0.0% +0.0% 0.7 12,500 +7,500 2
EOLS funds › EVOLUS INC ADD 0.0% +0.0% 0.7 100,000 +44,141 3
IBIO funds › IBIO INC TRIM 0.0% -0.0% 0.7 375,531 -94,347 5
FWRD funds › FORWARD AIR CORP TRIM 0.0% -0.0% 0.7 48,241 -30,000 3
GERN funds › GERON CORP ADD 0.0% +0.0% 0.6 505,817 +305,817 5
SYK funds › STRYKER CORPORATION NEW 0.0% +0.0% 0.6 2,000 +2,000 1
IOVA funds › IOVANCE BIOTHERAPEUTICS INC NEW 0.0% +0.0% 0.6 146,090 +146,090 1
MGNX funds › MACROGENICS INC ADD 0.0% +0.0% 0.6 129,822 +89,822 2
GILD funds › GILEAD SCIENCES INC TRIM 0.0% -0.0% 0.6 4,648 -1,703 3
NTRA funds › NATERA INC HOLD 0.0% +0.0% 0.6 2,147 +0 3
SPTX funds › SEAPORT THERAPEUTICS INC NEW 0.0% +0.0% 0.6 26,000 +26,000 1
ASMB funds › ASSEMBLY BIOSCIENCES INC ADD 0.0% -0.0% 0.6 20,447 +500 4
HELP funds › CYBIN INC ADD 0.0% +0.0% 0.5 81,278 +50,000 4
BNTC funds › BENITEC BIOPHARMA INC ADD 0.0% +0.0% 0.5 40,000 +22,500 2
PYPD funds › POLYPID LTD HOLD 0.0% -0.0% 0.5 103,950 +0 3
LUNG funds › PULMONX CORP ADD 0.0% -0.0% 0.5 404,497 +30,000 5
MLTX funds › MOONLAKE IMMUNOTHERAPEUTICS TRIM 0.0% -0.5% 0.5 27,000 -430,137 2
CUSIP:G3933N108 funds › GLOBA TERRA ACQUISITION COR HOLD 0.0% -0.0% 0.5 50,000 +0 4
TRAW funds › TRAWS PHARMA INC ADD 0.0% +0.0% 0.5 597,729 +443,631 3
USFR funds › WISDOMTREE TR HOLD 0.0% -0.0% 0.5 10,000 +0 5
TECX funds › TECTONIC THERAPEUTIC INC ADD 0.0% -0.0% 0.5 14,501 +1,500 5
MDGL funds › MADRIGAL PHARMACEUTICALS INC HOLD 0.0% -0.0% 0.5 895 +0 5
ARVN funds › ARVINAS INC HOLD 0.0% -0.0% 0.5 57,591 +0 5
KIDS funds › ORTHOPEDIATRICS CORP ADD 0.0% +0.0% 0.5 25,000 +5,155 3
COGT funds › COGENT BIOSCIENCES INC NEW 0.0% +0.0% 0.5 12,200 +12,200 1
PHAT funds › PHATHOM PHARMACEUTICALS INC HOLD 0.0% -0.0% 0.5 42,900 +0 5
MIRM funds › MIRUM PHARMACEUTICALS INC TRIM 0.0% -0.0% 0.5 3,900 -2,300 2
CUSIP:49721T507 funds › KIORA PHARMACEUTICALS INC HOLD 0.0% +0.0% 0.4 167,941 +0 5
KURA funds › KURA ONCOLOGY INC HOLD 0.0% +0.0% 0.4 40,000 +0 5
CNTX funds › CONTEXT THERAPEUTICS INC ADD 0.0% -0.0% 0.4 750,969 +399,875 5
STIP funds › ISHARES TR NEW 0.0% +0.0% 0.4 4,000 +4,000 1
KLRS funds › KALARIS THERAPEUTICS INC HOLD 0.0% -0.0% 0.4 100,000 +0 3
BCAX funds › BICARA THERAPEUTICS INC HOLD 0.0% +0.0% 0.4 13,705 +0 5
MRK funds › MERCK & CO INC HOLD 0.0% -0.0% 0.4 3,140 +0 5
NMRA funds › NEUMORA THERAPEUTICS INC. ADD 0.0% +0.0% 0.4 210,000 +176,900 3
IRTC funds › IRHYTHM HOLDINGS INC NEW 0.0% +0.0% 0.4 3,000 +3,000 1
ACHV funds › ACHIEVE LIFE SCIENCE INC ADD 0.0% +0.0% 0.4 53,800 +6,000 5
BABA funds › ALIBABA GROUP HLDG LTD HOLD 0.0% -0.0% 0.3 3,578 +0 4
WW funds › WW INTL INC TRIM 0.0% -0.0% 0.3 21,300 -36,400 4
CNSP funds › CNS PHARMACEUTICALS INC NEW 0.0% +0.0% 0.3 70,000 +70,000 1
CBIO funds › CRESCENT BIOPHARMA INC. TRIM 0.0% -0.0% 0.3 18,275 -31,998 3
BSX funds › BOSTON SCIENTIFIC CORP TRIM 0.0% -0.0% 0.3 7,500 -2,500 3
ALT funds › ALTIMMUNE INC NEW 0.0% +0.0% 0.3 102,823 +102,823 1
VSTM funds › VERASTEM INC ADD 0.0% -0.0% 0.3 75,800 +4,700 2
ANTX funds › AN2 THERAPEUTICS INC ADD 0.0% +0.0% 0.3 58,808 +44,947 2
DERM funds › JOURNEY MED CORP NEW 0.0% +0.0% 0.3 39,517 +39,517 1
CUSIP:G7257A113 funds › PROCAP ACQUISITION CORP HOLD 0.0% -0.0% 0.3 26,940 +0 5
PMVP funds › PMV PHARMACEUTICALS INC TRIM 0.0% -0.0% 0.3 201,008 -30,000 5
CMPX funds › COMPASS THERAPEUTICS INC TRIM 0.0% -0.0% 0.3 122,132 -16,868 5
JD funds › JD.COM INC HOLD 0.0% -0.0% 0.3 10,000 +0 4
RZLT funds › REZOLUTE INC TRIM 0.0% +0.0% 0.3 48,679 -10,000 5
ANAB funds › ANAPTYSBIO INC HOLD 0.0% -0.0% 0.2 3,698 +0 2
NGNE funds › NEUROGENE INC NEW 0.0% +0.0% 0.2 7,800 +7,800 1
IHI funds › ISHARES TR NEW 0.0% +0.0% 0.2 4,900 +4,900 1
RXST funds › RXSIGHT INC ADD 0.0% -0.0% 0.2 50,000 +6,750 3
COYA funds › COYA THERAPEUTICS INC HOLD 0.0% +0.0% 0.2 40,900 +0 2
BCYC funds › BICYCLE THERAPEUTICS PLC TRIM 0.0% -0.0% 0.2 50,638 -20,660 2
CEPS funds › CANTOR EQUITY PARTNERS VI IN HOLD 0.0% -0.0% 0.2 20,000 +0 2
SCYX funds › SCYNEXIS INC NEW 0.0% +0.0% 0.2 49,387 +49,387 1
PSNL funds › PERSONALIS INC TRIM 0.0% -0.0% 0.2 15,000 -10,000 2
QCLS funds › Q/C TECHNOLOGIES INC HOLD 0.0% -0.0% 0.2 50,000 +0 2
CABA funds › CABALETTA BIO INC NEW 0.0% +0.0% 0.2 50,000 +50,000 1
RXRX funds › RECURSION PHARMACEUTICALS IN ADD 0.0% +0.0% 0.2 41,000 +6,000 5
OGN funds › ORGANON & CO HOLD 0.0% +0.0% 0.1 10,000 +0 5
MIST funds › MILESTONE PHARMACEUTICALS IN HOLD 0.0% -0.0% 0.1 100,000 +0 3
NEUP funds › NEUPHORIA THERAPEUTICS INC HOLD 0.0% -0.0% 0.1 30,000 +0 3
STIM funds › NEURONETICS INC HOLD 0.0% -0.0% 0.1 100,000 +0 2
CMMB funds › CHEMOMAB THERAPEUTICS LTD HOLD 0.0% -0.0% 0.1 80,000 +0 3
VYGR funds › VOYAGER THERAPEUTICS INC HOLD 0.0% -0.0% 0.1 35,000 +0 5
TRDA funds › ENTRADA THERAPEUTICS INC TRIM 0.0% -0.0% 0.1 15,500 -15,000 2
VERU funds › VERU INC HOLD 0.0% +0.0% 0.1 35,000 +0 3
CUSIP:G1828W100 funds › CANTOR EQUITY PARTNERS VII I NEW 0.0% +0.0% 0.1 10,000 +10,000 1
CLNN funds › CLENE INC NEW 0.0% +0.0% 0.1 15,000 +15,000 1
VTGN funds › VISTAGEN THERAPEUTICS INC TRIM 0.0% -0.0% 0.1 351,141 -400,000 5
LGVN funds › LONGEVERON INC TRIM 0.0% -0.0% 0.1 108,406 -91,594 2
BMEA funds › BIOMEA FUSION INC HOLD 0.0% -0.0% 0.1 43,420 +0 3
LITS funds › LITE STRATEGY INC HOLD 0.0% -0.0% 0.1 67,292 +0 4
JSPR funds › JASPER THERAPEUTICS INC HOLD 0.0% -0.0% 0.1 140,000 +0 3
ARDX funds › ARDELYX INC TRIM 0.0% -0.0% 0.1 11,000 -12,900 2
GOSS funds › GOSSAMER BIO INC TRIM 0.0% -0.0% 0.0 212,531 -75,000 5
ATYR funds › ATYR PHARMA INC HOLD 0.0% -0.0% 0.0 50,685 +0 4
ASPCR funds › A SPAC III ACQUISITION CORP HOLD 0.0% -0.0% 0.0 215,000 +0 5
PRQR funds › PROQR THRAPEUTICS N V HOLD 0.0% -0.0% 0.0 10,000 +0 5
CUSIP:G1069P129 funds › BEST SPAC I ACQUISITION CORP NEW 0.0% +0.0% 0.0 100,000 +100,000 1
CHRS funds › COHERUS ONCOLOGY INC HOLD 0.0% -0.0% 0.0 10,366 +0 5
IMMX funds › IMMIX BIOPHARMA INC EXIT 0.0% -0.0% 0.0 0 -10,000 0
CUSIP:03152W109 funds › AMICUS THERAPEUTIC EXIT 0.0% -0.1% 0.0 0 -105,000 0
CORZ funds › CORE SCIENTIFIC INC NEW EXIT 0.0% -0.0% 0.0 0 -30,000 0
ACRS funds › ACLARIS THERAPEUTICS INC EXIT 0.0% -0.0% 0.0 0 -132,426 0
UPB funds › UPSTREAM BIO INC EXIT 0.0% -0.0% 0.0 0 -35,000 0
NUVB funds › NUVATION BIO INC EXIT 0.0% -0.0% 0.0 0 -43,500 0
AVBP funds › ARRIVENT BIOPHARMA INC EXIT 0.0% -0.2% 0.0 0 -141,814 0
BEAM funds › BEAM THERAPEUTICS INC EXIT 0.0% -2.1% 0.0 0 -1,446,375 0
LLY funds › ELI LILLY & CO EXIT 0.0% -0.3% 0.0 0 -5,060 0
CUSIP:03753U106 funds › APELLIS PHARMACEUTICALS INC EXIT 0.0% -0.2% 0.0 0 -72,500 0
ACET funds › ADICET BIO INC EXIT 0.0% -0.0% 0.0 0 -53,827 0
MREO funds › MEREO BIOPHARMA GROUP PLC EXIT 0.0% -0.0% 0.0 0 -150,000 0
VRDN funds › VIRIDIAN THERAPEUTICS INC EXIT 0.0% -0.4% 0.0 0 -304,422 0
KYTX funds › KYVERNA THERAPEUTICS INC EXIT 0.0% -0.0% 0.0 0 -22,428 0
ANNX funds › ANNEXON INC EXIT 0.0% -0.0% 0.0 0 -55,000 0
RARE funds › ULTRAGENYX PHARMACEUTICAL IN EXIT 0.0% -0.0% 0.0 0 -13,400 0
CUSIP:152309100 funds › CENTESSA PHARMACEUTICALS PLC EXIT 0.0% -0.1% 0.0 0 -38,566 0
AQST funds › AQUESTIVE THERAPEUTICS INC EXIT 0.0% -0.0% 0.0 0 -10,000 0
CUSIP:483497103 funds › KALVISTA PHARMACEUTICALS INC EXIT 0.0% -0.0% 0.0 0 -10,000 0
CUSIP:22053A107 funds › QUINCE THERAPEUTICS INC EXIT 0.0% -0.0% 0.0 0 -50,100 0
CUSIP:834203309 funds › SOLENO THERAPEUTICS INC EXIT 0.0% -0.1% 0.0 0 -46,830 0
CUSIP:G1069P137 funds › BEST SPAC I ACQUISITION CORP EXIT 0.0% -0.1% 0.0 0 -100,000 0
CUSIP:880881107 funds › TERNS PHARMACEUTICALS INC EXIT 0.0% -2.9% 0.0 0 -914,699 0
CORT funds › CORCEPT THERAPEUTICS INC EXIT 0.0% -0.0% 0.0 0 -8,000 0
NTLA funds › INTELLIA THERAPEUTICS INC EXIT 0.0% -0.0% 0.0 0 -19,517 0
CUSIP:483119202 funds › KALA BIO INC EXIT 0.0% -0.0% 0.0 0 -141,480 0
CUSIP:53630X203 funds › LIPOCINE INC NEW EXIT 0.0% -0.0% 0.0 0 -23,180 0
ELAN funds › ELANCO ANIMAL HEALTH INC EXIT 0.0% -0.0% 0.0 0 -20,000 0
JAZZ funds › JAZZ PHARMACEUTICALS PLC EXIT 0.0% -0.0% 0.0 0 -3,000 0
CUSIP:04351P101 funds › ASCENDIS PHARMA A/S EXIT 0.0% -0.3% 0.0 0 -25,014 0
DNTH funds › DIANTHUS THERAPEUTICS INC EXIT 0.0% -0.3% 0.0 0 -55,000 0
SRRK funds › SCHOLAR ROCK HLDG CORP EXIT 0.0% -1.2% 0.0 0 -407,273 0
VRTX funds › VERTEX PHARMACEUTICALS INC EXIT 0.0% -0.4% 0.0 0 -15,075 0
GH funds › GUARDANT HEALTH INC EXIT 0.0% -0.1% 0.0 0 -10,000 0
UNH funds › UNITEDHEALTH GROUP INC EXIT 0.0% -0.1% 0.0 0 -5,501 0
BIOA funds › BIOAGE LABS INC EXIT 0.0% -0.1% 0.0 0 -135,560 0
CUSIP:23954D109 funds › DAY ONE BIOPHARMACEUTICALS I EXIT 0.0% -0.1% 0.0 0 -49,923 0
DSGN funds › DESIGN THERAPEUTICS INC EXIT 0.0% -0.0% 0.0 0 -10,000 0
BMY funds › BRISTOL-MYERS SQUIBB CO EXIT 0.0% -0.1% 0.0 0 -17,500 0
CUSIP:29664W105 funds › ESPERION THERAPEUTICS INC NE EXIT 0.0% -0.0% 0.0 0 -21,400 0
SDGR funds › SCHRODINGER INC EXIT 0.0% -0.1% 0.0 0 -101,500 0
BLTE funds › BELITE BIO INC EXIT 0.0% -0.3% 0.0 0 -26,880 0
CLOV funds › CLOVER HEALTH INVESTMENTS CO EXIT 0.0% -0.0% 0.0 0 -40,000 0
LEGN funds › LEGEND BIOTECH CORP EXIT 0.0% -0.0% 0.0 0 -20,000 0
RBRK funds › RUBRIK INC. EXIT 0.0% -0.0% 0.0 0 -4,900 0
KPTI funds › KARYOPHARM THERAPEUTICS INC EXIT 0.0% -0.0% 0.0 0 -136,736 0
CUSIP:29286M105 funds › ENGENE HOLDINGS INC EXIT 0.0% -0.1% 0.0 0 -133,686 0
KYNB funds › KYNTRA BIO INC EXIT 0.0% -0.0% 0.0 0 -10,469 0
TFX funds › TELEFLEX INCORPORATED EXIT 0.0% -0.2% 0.0 0 -21,186 0
SGRY funds › SURGERY PARTNERS INC EXIT 0.0% -0.0% 0.0 0 -20,000 0
CUSIP:03940C100 funds › ARCELLX INC EXIT 0.0% -0.2% 0.0 0 -32,084 0
SNDX funds › SYNDAX PHARMACEUTICALS INC EXIT 0.0% -0.0% 0.0 0 -17,500 0
QTTB funds › Q32 BIO INC EXIT 0.0% -0.0% 0.0 0 -35,000 0
TOI funds › THE ONCOLOGY INSTITUTE INC EXIT 0.0% -0.0% 0.0 0 -50,000 0
NBIX funds › NEUROCRINE BIOSCIENCES INC EXIT 0.0% -0.0% 0.0 0 -2,500 0
CUSIP:4525EP101 funds › IMMUNIC INC EXIT 0.0% +0.0% 0.0 0 -30,000 0
FDMT funds › 4D MOLECULAR THERAPEUTICS IN EXIT 0.0% -0.1% 0.0 0 -116,712 0
CUSIP:574795100 funds › MASIMO CORP EXIT 0.0% -0.2% 0.0 0 -15,000 0
JBIO funds › JADE BIOSCIENCES INC EXIT 0.0% -0.0% 0.0 0 -20,000 0
SXT funds › SENSIENT TECHNOLOGIES CORP EXIT 0.0% -0.1% 0.0 0 -15,000 0
PANW funds › PALO ALTO NETWORKS INC EXIT 0.0% -0.0% 0.0 0 -1,600 0
CUSIP:09077B104 funds › BIOATLA INC EXIT 0.0% -0.0% 0.0 0 -228,107 0
CGEM funds › CULLINAN THERAPEUTICS INC EXIT 0.0% -0.0% 0.0 0 -50,000 0
ERAS funds › ERASCA INC EXIT 0.0% -0.0% 0.0 0 -10,000 0
CUSIP:49372L209 funds › KEZAR LIFE SCIENCES INC EXIT 0.0% -0.0% 0.0 0 -81,933 0
ARCT funds › ARCTURUS THERAPEUTICS HLDGS EXIT 0.0% -0.0% 0.0 0 -15,000 0
ITGR funds › INTEGER HLDGS CORP EXIT 0.0% -0.0% 0.0 0 -8,750 0
RGNX funds › REGENXBIO INC EXIT 0.0% -0.0% 0.0 0 -44,416 0
SRZN funds › SURROZEN INC EXIT 0.0% -0.0% 0.0 0 -12,000 0
CRWD funds › CROWDSTRIKE HLDGS INC EXIT 0.0% -0.0% 0.0 0 -640 0
ALKS funds › ALKERMES PLC EXIT 0.0% -0.1% 0.0 0 -46,400 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 2,128 267 0.26 42% 0.029 0.310 in
2026Q1 1,664 294 0.29 40% 0.025 0.238 in
2025Q4 1,356 249 0.28 45% 0.035 0.211 in
2025Q3 1,010 199 0.31 51% 0.037 0.191 in
2025Q2 616 201 0.30 49% 0.037 0.165 entered
2025Q1 520 196 0.00 46% 0.031 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status