EdgeMarket › What Ecor1 Capital, Llc reported owning

What Ecor1 Capital, Llc reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

2.4B

Positions

30

Quarter

2026-03-31

Shown below

29
largest by value
holdingvalue% of booksharesprice1y
ZYME
Zymeworks Inc.
575.2M24.4%23.0M28.67+100.2%
ANAB
ANAPTYSBIO, INC
437.0M18.5%7.9M57.74+186.6%
JAZZ
Jazz Pharmaceuticals plc
322.6M13.7%1.7M254.28+113.6%
unmapped CUSIP 152309100238.3M10.1%6.0M
CRNX
Crinetics Pharmaceuticals, Inc.
155.7M6.6%4.3M84.69+191.1%
AKTS
Aktis Oncology, Inc.
86.3M3.7%4.8M24.07+19858.5%
ORIC
Oric Pharmaceuticals, Inc.
85.2M3.6%6.7M14.20+49.3%
CGON
CG Oncology, Inc.
74.6M3.2%1.1M79.81+212.6%
CRSP
CRISPR Therapeutics AG
66.1M2.8%1.4M59.50+12.1%
ETON
Eton Pharmaceuticals, Inc.
53.6M2.3%2.2M63.47+283.5%
LKFT
Lakefront Biotherapeutics NV
50.0M2.1%1.7M28.80-9.3%
XNCR
Xencor Inc
26.3M1.1%2.2M27.80+270.2%
NGNE
Neurogene Inc.
25.6M1.1%1.3M38.63+97.0%
BBOT
BridgeBio Oncology Therapeutics, Inc.
25.3M1.1%2.8M9.08-5.7%
MBX
MBX Biosciences, Inc.
23.2M1.0%777.0K66.33+386.6%
RLAY
Relay Therapeutics, Inc.
19.0M0.8%1.9M19.44+471.8%
ZBIO
Zenas BioPharma, Inc.
15.4M0.7%789.5K32.29+97.9%
ERAS
Erasca, Inc.
14.6M0.6%900.0K17.63+1107.5%
EIKN
Eikon Therapeutics, Inc.
7.8M0.3%732.6K11.39
REPL
Replimune Group, Inc.
7.7M0.3%1.0M14.77+181.3%
ZURA
Zura Bio Ltd
7.0M0.3%1.2M5.85+234.3%
PHAT
Phathom Pharmaceuticals, Inc.
6.9M0.3%625.0K8.87-16.6%
MREO
Mereo BioPharma Group plc
4.4M0.2%13.4M0.29-82.2%
STOK
Stoke Therapeutics, Inc.
3.3M0.1%100.0K32.29+67.1%
PRLD
Prelude Therapeutics Inc
3.2M0.1%947.0K6.63+531.4%
IBIO
iBio, Inc.
3.0M0.1%1.6M1.43+88.2%
HLXC
Helix Acquisition Corp. III
2.0M0.1%200.0K10.93
ATRA
Atara Biotherapeutics, Inc.
471.1K0.0%99.6K9.70-17.5%
SRZNW
Surrozen, Inc./DE
129.5K0.0%4.4K0.00-90.3%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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