EdgeMarket › What Tcg Crossover Management, Llc reported owning

What Tcg Crossover Management, 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

3.5B

Positions

49

Quarter

2026-03-31

Shown below

49
largest by value
holdingvalue% of booksharesprice1y
ABVX
Abivax S.A.
721.7M20.6%6.5M114.95+59.9%
CGON
CG Oncology, Inc.
248.4M7.1%3.7M79.81+212.6%
TNGX
Tango Therapeutics, Inc.
220.3M6.3%10.5M23.88+253.8%
COGT
Cogent Biosciences, Inc.
190.4M5.4%4.9M36.73+209.6%
unmapped CUSIP 152309100170.3M4.9%4.3M
DNTH
Dianthus Therapeutics, Inc. /DE/
140.7M4.0%1.7M111.10+374.4%
TYRA
Tyra Biosciences, Inc.
124.4M3.6%3.2M26.05+154.4%
IMVT
Immunovant, Inc.
110.7M3.2%4.5M44.37+199.4%
BCRX
BIOCRYST PHARMACEUTICALS INC
104.9M3.0%11.0M9.55+14.0%
MIRM
Mirum Pharmaceuticals, Inc.
98.1M2.8%1.1M96.31+44.4%
VOR
Vor Biopharma Inc.
96.5M2.8%5.7M23.36-46.9%
SYRE
Spyre Therapeutics, Inc.
95.9M2.7%1.9M106.49+551.3%
AMLX
Amylyx Pharmaceuticals, Inc.
86.8M2.5%6.2M38.66+381.4%
IRON
Disc Medicine, Inc.
85.8M2.5%1.3M79.81+35.9%
DYN
Dyne Therapeutics, Inc.
83.7M2.4%4.6M26.10+118.0%
GLUE
Monte Rosa Therapeutics, Inc.
76.0M2.2%4.6M14.30+222.8%
SVRA
Savara Inc
67.5M1.9%12.4M5.59+80.9%
RVMD
Revolution Medicines, Inc.
56.1M1.6%576.5K209.46+479.3%
KOD
Kodiak Sciences Inc.
55.1M1.6%1.4M38.33+303.5%
LBRX
LB PHARMACEUTICALS INC
45.3M1.3%1.8M47.62
SRZN
Surrozen, Inc./DE
42.9M1.2%1.5M23.99+108.6%
ADCT
ADC Therapeutics SA
42.7M1.2%11.4M1.00-68.0%
RLAY
Relay Therapeutics, Inc.
42.5M1.2%4.3M19.44+471.8%
FULC
Fulcrum Therapeutics, Inc.
40.3M1.2%5.2M3.83-41.7%
BHVN
Biohaven Ltd.
39.2M1.1%4.6M13.85-5.8%
IPSC
Century Therapeutics, Inc.
39.0M1.1%17.8M2.07+279.8%
TECX
Tectonic Therapeutic, Inc.
37.2M1.1%1.2M37.63+56.3%
CATX
Perspective Therapeutics, Inc.
33.0M0.9%7.9M3.30-2.4%
XNCR
Xencor Inc
29.6M0.8%2.5M27.80+270.2%
TRDA
Entrada Therapeutics, Inc.
28.9M0.8%2.3M7.57+42.6%
ALXO
ALX ONCOLOGY HOLDINGS INC
26.1M0.7%13.0M2.04+145.2%
ARVN
ARVINAS, INC.
25.3M0.7%2.4M9.37+31.9%
JANX
Janux Therapeutics, Inc.
24.9M0.7%1.8M17.39-30.1%
AGMB
Agomab Therapeutics NV
21.5M0.6%2.1M13.25
ALEC
Alector, Inc.
21.5M0.6%10.0M2.36+7.3%
MBX
MBX Biosciences, Inc.
19.4M0.6%650.0K66.33+386.6%
SLN
Silence Therapeutics plc
16.0M0.5%3.0M13.27+149.0%
LQDA
Liquidia Corp
15.2M0.4%403.0K68.62+150.9%
OCUL
OCULAR THERAPEUTIX, INC
14.0M0.4%1.6M11.08-7.4%
AVTX
Avalo Therapeutics, Inc.
11.0M0.3%738.4K19.83+115.1%
URGN
UroGen Pharma Ltd.
7.3M0.2%405.4K46.86+142.7%
MNPR
Monopar Therapeutics
7.2M0.2%132.1K107.72+226.4%
CNTX
Context Therapeutics Inc.
7.0M0.2%2.7M0.50-44.7%
GPCR
Structure Therapeutics Inc.
6.8M0.2%140.4K49.09+164.4%
CGEM
Cullinan Therapeutics, Inc.
5.8M0.2%406.8K21.68+190.2%
KRRO
Korro Bio, Inc.
4.7M0.1%416.3K13.18-31.6%
LONA
LeonaBio, Inc.
4.7M0.1%464.4K7.68+92.8%
UPB
Upstream Bio, Inc.
1.6M0.0%181.1K6.97-57.4%
VTGN
Vistagen Therapeutics, Inc.
1.5M0.0%2.7M0.24-92.1%

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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