EdgeMarket › What Adar1 Capital Management, Llc reported owning

What Adar1 Capital 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

1.7B

Positions

310

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
ABVX
Abivax S.A.
155.2M9.1%1.4M114.95+59.9%
PTGX
Protagonist Therapeutics, Inc
104.8M6.2%994.1K154.32+174.4%
ROIV
Roivant Sciences Ltd.
91.0M5.4%3.3M36.30+209.7%
IMVT
Immunovant, Inc.
66.5M3.9%2.7M44.37+199.4%
SPY
SPDR S&P 500 ETF TRUST
49.4M2.9%75.9K765.72+20.0%
unmapped CUSIP 88088110748.2M2.8%914.7K
CYTK
CYTOKINETICS INC
41.7M2.5%632.6K76.84+105.9%
CRNX
Crinetics Pharmaceuticals, Inc.
41.4M2.4%1.1M84.69+191.1%
BOXX
Alpha Architect 1-3 Month Box ETF
39.2M2.3%337.1K117.96+4.1%
DNLI
Denali Therapeutics Inc.
35.9M2.1%1.9M24.92+71.7%
BEAM
Beam Therapeutics Inc.
34.5M2.0%1.4M29.76+85.3%
ZLAB
Zai Lab Ltd
26.8M1.6%1.4M26.01-22.4%
SEPN
Septerna, Inc.
26.2M1.5%1.1M40.00+260.7%
VIR
Vir Biotechnology, Inc.
24.6M1.4%2.7M9.78+124.3%
DBVT
DBV Technologies S.A.
21.2M1.2%1.0M14.55+48.5%
AVR
Anteris Technologies Global Corp.
21.0M1.2%3.8M8.98+152.2%
INSP
Inspire Medical Systems, Inc.
20.9M1.2%405.2K62.36-33.0%
SRRK
Scholar Rock Holding Corp
20.0M1.2%407.3K56.50+64.2%
RYTM
RHYTHM PHARMACEUTICALS, INC.
18.4M1.1%211.4K110.00+11.4%
SYRE
Spyre Therapeutics, Inc.
17.1M1.0%338.3K106.49+551.3%
CTMX
CytomX Therapeutics, Inc.
16.0M0.9%3.4M3.28+66.5%
PRTA
PROTHENA CORP PUBLIC LTD CO
15.4M0.9%1.6M9.45+10.9%
SNY
Sanofi
15.3M0.9%316.9K45.85-9.3%
PCVX
Vaxcyte, Inc.
15.1M0.9%259.1K62.62+100.3%
MNPR
Monopar Therapeutics
14.5M0.9%264.3K107.72+226.4%
ABUS
Arbutus Biopharma Corp
14.1M0.8%3.1M5.21+49.3%
AMLX
Amylyx Pharmaceuticals, Inc.
13.9M0.8%1.0M38.66+381.4%
CLDX
Celldex Therapeutics, Inc.
13.6M0.8%427.8K40.38+93.3%
TSHA
Taysha Gene Therapies, Inc.
13.3M0.8%3.0M6.09+112.2%
XENE
Xenon Pharmaceuticals Inc.
13.3M0.8%228.9K60.77+61.5%
STRO
SUTRO BIOPHARMA, INC.
13.1M0.8%524.4K21.04+143.4%
RVMD
Revolution Medicines, Inc.
13.0M0.8%133.9K209.46+479.3%
ELVN
Enliven Therapeutics, Inc.
12.9M0.8%329.5K59.82+204.3%
CGON
CG Oncology, Inc.
12.6M0.7%185.7K79.81+212.6%
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill E
12.4M0.7%135.6K91.60-0.1%
ESTA
ESTABLISHMENT LABS HOLDINGS INC.
12.1M0.7%213.5K72.67+85.9%
REPL
Replimune Group, Inc.
12.1M0.7%1.6M14.77+181.3%
IVA
Inventiva S.A.
12.1M0.7%2.2M4.68+2.2%
IONS
IONIS PHARMACEUTICALS INC
12.0M0.7%160.3K59.74+39.5%
NKTR
NEKTAR THERAPEUTICS
11.6M0.7%161.3K74.02+174.7%
IKT
Inhibikase Therapeutics, Inc.
11.1M0.7%6.6M2.39+42.3%
SPRY
ARS Pharmaceuticals, Inc.
10.9M0.6%1.4M5.50-62.3%
HLXC
Helix Acquisition Corp. III
10.3M0.6%1.0M10.93
OVID
Ovid Therapeutics Inc.
10.1M0.6%4.5M2.80+194.7%
OKUR
OnKure Therapeutics, Inc.
10.1M0.6%2.4M3.94+44.3%
REGN
REGENERON PHARMACEUTICALS, INC.
9.4M0.6%12.2K834.04+41.1%
MLTX
MoonLake Immunotherapeutics
8.5M0.5%457.1K15.76-70.9%
LXEO
Lexeo Therapeutics, Inc.
8.4M0.5%1.5M4.88+1.7%
IRD
Opus Genetics, Inc.
8.4M0.5%1.8M4.05+249.1%
TEVA
TEVA PHARMACEUTICAL INDUSTRIES LTD
8.1M0.5%268.4K37.34+112.0%

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 →

The whole archive is one click away.

Screener, filings, insider flow, backtests and the AI — open without an account.

Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →