ADAR1 CAPITAL MANAGEMENT, LLC

PrivateCIK: 1940272
Location

AUSTIN, TX

272
Positions
$2.19B
Total AUM (reported)
162.62M
Total Shares

Allocation by class

TOTAL AUM$2.19B272 positions
COM$1.04B47.4%
SPONSORED ADS$283.01M13.0%
COM NEW$232.12M10.6%
SHS$145.43M6.7%
TR UNIT$115.07M5.3%
ADR$65.93M3.0%
COM SHS$48.72M2.2%

Portfolio Concentration

Top 321.9%4–1020.0%11–2516.6%Rest41.4%TOP 1042.0%0%100%
Top 3$479.26M21.9%
4–10$437.55M20.0%
11–25$362.75M16.6%
Rest$905.61M41.4%

Top 3 weight

21.9%

Top 10 weight

42.0%

Voting Authority Distribution

Total shares with voting rights: 162.42M

Sole

Full voting authority

162.42M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole272
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings272
Rows:

ABIVAX SA

SOLE
SPONSORED ADS
Shares1.85M
TypeSH
Market value$246.41M
11.28%
Sole
1.80M
Shared
0.00
None
0.00

PROTAGONIST THERAPEUTICS INC

SOLE
COM
Shares960.86K
TypeSH
Market value$117.78M
5.39%
Sole
960.86K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares154.09K
TypeSH
Market value$115.07M
5.27%
Sole
154.09K
Shared
0.00
None
0.00

ROIVANT SCIENCES LTD

SOLE
SHS
Shares3.16M
TypeSH
Market value$111.73M
5.11%
Sole
3.16M
Shared
0.00
None
0.00

IMMUNOVANT INC

SOLE
COM
Shares2.33M
TypeSH
Market value$89.80M
4.11%
Sole
2.33M
Shared
0.00
None
0.00

ZAI LAB LTD

SOLE
ADR
Shares3.37M
TypeSH
Market value$64.01M
2.93%
Sole
3.37M
Shared
0.00
None
0.00

AGIOS PHARMACEUTICALS INC

SOLE
COM
Shares1.29M
TypeSH
Market value$47.80M
2.19%
Sole
1.29M
Shared
0.00
None
0.00

CRINETICS PHARMACEUTICALS IN

SOLE
COM
Shares1.22M
TypeSH
Market value$45.73M
2.09%
Sole
1.22M
Shared
0.00
None
0.00

EA SERIES TRUST

SOLE
ALPHA ARCH 1-3
Shares337.13K
TypeSH
Market value$39.47M
1.81%
Sole
337.13K
Shared
0.00
None
0.00

CYTOKINETICS INC

SOLE
COM NEW
Shares457.91K
TypeSH
Market value$39.01M
1.79%
Sole
457.91K
Shared
0.00
None
0.00

SEPTERNA INC

SOLE
COM
Shares940.75K
TypeSH
Market value$31.51M
1.44%
Sole
940.75K
Shared
0.00
None
0.00

ANTERIS TECHNOLOGIES GLOBAL

SOLE
COM
Shares3.15M
TypeSH
Market value$30.98M
1.42%
Sole
3.15M
Shared
0.00
None
0.00

EDITAS MEDICINE INC

SOLE
COM
Shares8.89M
TypeSH
Market value$28.80M
1.32%
Sole
8.89M
Shared
0.00
None
0.00

DENALI THERAPEUTICS INC

SOLE
COM
Shares1.03M
TypeSH
Market value$26.47M
1.21%
Sole
1.03M
Shared
0.00
None
0.00

SPYRE THERAPEUTICS INC

SOLE
COM NEW
Shares283.98K
TypeSH
Market value$25.21M
1.15%
Sole
283.98K
Shared
0.00
None
0.00

VIR BIOTECHNOLOGY INC

SOLE
COM
Shares2.46M
TypeSH
Market value$25.03M
1.15%
Sole
2.46M
Shared
0.00
None
0.00

PRAXIS PRECISION MEDICINES I

SOLE
COM NEW
Shares74.25K
TypeSH
Market value$24.86M
1.14%
Sole
74.25K
Shared
0.00
None
0.00

INSMED INC

SOLE
COM PAR $.01
Shares228.52K
TypeSH
Market value$24.36M
1.12%
Sole
228.52K
Shared
0.00
None
0.00

CELLDEX THERAPEUTICS INC NEW

SOLE
COM NEW
Shares619.54K
TypeSH
Market value$23.05M
1.05%
Sole
619.54K
Shared
0.00
None
0.00

VIKING THERAPEUTICS INC

SOLE
COM
Shares574.04K
TypeSH
Market value$22.39M
1.02%
Sole
574.04K
Shared
0.00
None
0.00

TAYSHA GENE THERAPIES INC

SOLE
COM SHS
Shares3.04M
TypeSH
Market value$20.71M
0.95%
Sole
3.04M
Shared
0.00
None
0.00

MONOPAR THERAPEUTICS INC

SOLE
COM NEW
Shares217.59K
TypeSH
Market value$20.15M
0.92%
Sole
217.59K
Shared
0.00
None
0.00

OVID THERAPEUTICS INC

SOLE
COM
Shares7.42M
TypeSH
Market value$19.95M
0.91%
Sole
7.42M
Shared
0.00
None
0.00

ENLIVEN THERAPEUTICS INC

SOLE
COM
Shares387.72K
TypeSH
Market value$19.68M
0.90%
Sole
387.72K
Shared
0.00
None
0.00

ENANTA PHARMACEUTICALS INC

SOLE
COM
Shares1.34M
TypeSH
Market value$19.60M
0.90%
Sole
1.34M
Shared
0.00
None
0.00
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