ADAR1 Capital Management, LLC

Source: SEC Form 13F · as of Mar 2026

ADAR1 Capital Management, LLC holds 236 biotech & pharma companies tracked by BioSniper, totaling $1.45B in value as of Mar 2026 (SEC Form 13F).

Companies held

236

Total value held

$1.45B

CompanySharesValue
ABVXAbivax SA1,438,019$160.1M
PTGXProtagonist Therapeutics, Inc994,119$104.8M
ROIVRoivant Sciences Ltd.3,285,906$91.0M
IMVTImmunovant, Inc.2,679,010$66.5M
TERNTerns Pharmaceuticals, Inc.1,114,699$58.8M
CYTKCYTOKINETICS INC632,556$41.7M
CRNXCrinetics Pharmaceuticals, Inc.1,139,331$41.4M
DNLIDenali Therapeutics Inc.1,871,455$35.9M
BEAMBeam Therapeutics Inc.1,446,375$34.5M
ZLABZai Lab Ltd1,425,367$26.8M
SEPNSepterna, Inc.1,089,818$26.2M
VIRVir Biotechnology, Inc.2,744,714$24.6M
DBVTDBV Technologies S.A.1,012,866$21.2M
INSPInspire Medical Systems Inc.405,197$20.9M
SRRKScholar Rock Holding Corp407,273$20.0M
RYTMRHYTHM PHARMACEUTICALS, INC.211,450$18.4M
SYRESpyre Therapeutics, Inc.338,323$17.1M
CTMXCytomX Therapeutics, Inc.3,410,190$16.0M
PRTAPROTHENA CORP PUBLIC LTD CO1,581,443$15.4M
SNYSanofi316,939$15.3M
PCVXVaxcyte, Inc.259,137$15.1M
MNPRMonopar Therapeutics264,278$14.5M
ABUSArbutus Biopharma Corp3,133,175$14.1M
AMLXAmylyx Pharmaceuticals, Inc.1,000,604$13.9M
CLDXCelldex Therapeutics, Inc.427,816$13.6M
TSHATaysha Gene Therapies, Inc.2,979,429$13.3M
XENEXenon Pharmaceuticals Inc.228,899$13.3M
STROSUTRO BIOPHARMA, INC.524,441$13.1M
RVMDREVOLUTION MEDICINES, INC.133,893$13.0M
ELVNEnliven Therapeutics, Inc.329,540$12.9M
REPLReplimune Group, Inc.1,682,987$12.9M
CGONCG Oncology, Inc.185,699$12.6M
IVAInventiva S.A.2,174,398$12.1M
IONSIONIS PHARMACEUTICALS INC160,338$12.0M
NKTRNEKTAR THERAPEUTICS161,252$11.6M
IKTInhibikase Therapeutics, Inc.6,606,572$11.1M
SPRYARS Pharmaceuticals, Inc.1,361,536$10.9M
OVIDOvid Therapeutics Inc.4,544,113$10.1M
OKUROnKure Therapeutics, Inc.2,434,941$10.1M
REGNREGENERON PHARMACEUTICALS, INC.12,154$9.4M
MLTXMoonLake Immunotherapeutics477,137$8.9M
IRDOpus Genetics, Inc.1,849,004$8.4M
TEVATeva Pharmaceutical Industries Limited268,391$8.1M
SVRASavara Inc1,464,535$8.0M
MPLTMapLight Therapeutics, Inc.374,909$7.6M
LONALeonaBio, Inc.727,481$7.5M
EQEquillium, Inc.3,726,659$7.5M
VKTXViking Therapeutics, Inc.227,717$7.4M
DMRADamora Therapeutics, Inc.279,000$7.2M
URGNUroGen Pharma Ltd.395,459$7.1M
BBIOBridgeBio Pharma, Inc.94,292$7.0M
PRMEPrime Medicine, Inc.1,973,282$6.9M
VRTXVERTEX PHARMACEUTICALS INC / MA15,075$6.7M
KRROKorro Bio, Inc.540,054$6.1M
VRDNViridian Therapeutics, Inc.\DE304,422$6.0M
INSMINSMED Inc35,392$5.8M
SRPTSarepta Therapeutics, Inc.262,058$5.7M
KRYSKrystal Biotech, Inc.20,014$5.2M
ABOSAcumen Pharmaceuticals, Inc.2,156,334$5.1M
IVVDInvivyd, Inc.3,822,427$5.0M
TARAProtara Therapeutics, Inc.940,512$4.9M
AGIOAGIOS PHARMACEUTICALS, INC.140,672$4.8M
LLYELI LILLY & Co5,060$4.7M
DNTHDianthus Therapeutics, Inc. /DE/55,000$4.6M
ARWRARROWHEAD PHARMACEUTICALS, INC.70,300$4.4M
BLTEBELITE BIO, INC26,880$4.3M
EVMNEvommune, Inc.184,062$4.2M
MLYSMineralys Therapeutics, Inc.154,686$4.2M
JANXJanux Therapeutics, Inc.298,546$4.1M
CLYMClimb Bio, Inc.597,662$4.1M
PALIPALISADE BIO, INC.2,264,845$4.0M
SPRBSPRUCE BIOSCIENCES, INC.58,600$3.8M
NAMSNEWAMSTERDAM PHARMA CO N.V.118,623$3.8M
LQDALiquidia Corp100,000$3.8M
ZURAZura Bio Ltd630,403$3.8M
ACLXArcellx, Inc.32,084$3.7M
GLUEMonte Rosa Therapeutics, Inc.215,752$3.5M
ONCBeOne Medicines Ltd.11,701$3.5M
CRBPCorbus Pharmaceuticals Holdings, Inc.366,781$3.4M
AVBPArriVent BioPharma, Inc.141,814$3.3M
PLRXPLIANT THERAPEUTICS, INC.2,585,126$3.3M
ATAIAtai Beckley N.V.913,242$3.2M
RLMDRELMADA THERAPEUTICS, INC.451,918$3.1M
CATXPerspective Therapeutics, Inc.749,335$3.1M
ELDNEledon Pharmaceuticals, Inc.974,421$3.0M
PHVSPharvaris N.V.105,528$3.0M
APLSApellis Pharmaceuticals, Inc.72,500$2.9M
QUREuniQure N.V.176,206$2.9M
EWTXEdgewise Therapeutics, Inc.90,599$2.9M
PEPGPepGen Inc.1,607,638$2.8M
CAPRCAPRICOR THERAPEUTICS, INC.90,593$2.8M
INOINOVIO PHARMACEUTICALS, INC.1,470,108$2.6M
DRUGBRIGHT MINDS BIOSCIENCES INC.33,900$2.5M
BIOABioAge Labs, Inc.135,560$2.4M
ALECAlector, Inc.1,050,000$2.3M
PFEPFIZER INC77,400$2.2M
BIIBBIOGEN INC.11,000$2.0M
CNTBConnect Biopharma Holdings Ltd742,400$1.9M
KPTIKaryopharm Therapeutics Inc.341,936$1.9M
SMMTSummit Therapeutics Inc.91,869$1.7M
GMEDGlobus Medical Inc.20,100$1.7M
NVONovo Nordisk A/S46,000$1.7M
ALKSAlkermes plc.46,400$1.6M
SLNOSOLENO THERAPEUTICS INC46,830$1.6M
RCKTRocket Pharmaceuticals Inc.432,500$1.5M
SUPNSUPERNUS PHARMACEUTICALS, INC.29,642$1.5M
CNTACentessa Pharmaceuticals plc38,566$1.5M
FOLDAMICUS THERAPEUTICS, INC.105,000$1.5M
MAZEMaze Therapeutics, Inc.50,095$1.5M
UNHUnitedHealth Group Incorporated Common Stock (DE)5,501$1.5M
ADGMAdagio Medical Holdings Inc1,205,447$1.4M
KNSAKiniksa Pharmaceuticals International, plc26,913$1.3M
CRVSCorvus Pharmaceuticals, Inc.87,901$1.3M
MSLESatellos Bioscience Inc.222,555$1.3M
PMNProMIS Neurosciences Inc.95,350$1.2M
LXRXLEXICON PHARMACEUTICALS, INC.750,000$1.2M
SDGRSchrodinger, Inc.101,500$1.2M
XNCRXencor Inc93,665$1.1M
OABIOmniAb Inc.705,190$1.1M
FDMT4D Molecular Therapeutics, Inc.116,712$1.1M
KROSKeros Therapeutics, Inc.97,318$1.1M
DAWNDay One Biopharmaceuticals, Inc.49,923$1.1M
BMYBRISTOL MYERS SQUIBB CO17,500$1.1M
TNGXTango Therapeutics, Inc.50,000$1.0M
TNYATenaya Therapeutics, Inc.1,507,800$1.0M
MCKMcKesson Corporation1,200$1.0M
BMRNBIOMARIN PHARMACEUTICAL INC18,200$1.0M
ORKAOruka Therapeutics, Inc.20,840$1.0M
FULCFulcrum Therapeutics, Inc.130,560$1.0M
BCRXBIOCRYST PHARMACEUTICALS INC105,000$1000K
GHGuardant Health Inc.10,000$924K
CBIOCRESCENT BIOPHARMA, INC.50,273$924K
CNTXContext Therapeutics Inc.351,094$920K
SLNSilence Therapeutics Plc172,157$907K
IBIOiBio, Inc.469,878$893K
BNTXBioNTech SE10,000$889K
GILDGILEAD SCIENCES, INC.6,351$885K
NRIXNurix Therapeutics, Inc.56,070$869K
DYNDyne Therapeutics, Inc.47,463$861K
ANLAdlai Nortye Ltd.117,909$816K
RNAAtrium Therapeutics Inc.57,688$771K
CMPXCompass Therapeutics, Inc.139,000$735K
NUVLNuvalent, Inc.6,942$711K
CGEMCullinan Therapeutics, Inc.50,000$711K
RAREUltragenyx Pharmaceutical Inc.33,400$700K
IDYAIDEAYA Biosciences, Inc.20,000$666K
GUTSFractyl Health Inc.1,428,571$654K
ENTAENANTA PHARMACEUTICALS INC51,357$649K
VERAVera Therapeutics, Inc.16,033$645K
VYNEVYNE Therapeutics Inc.1,063,899$636K
ARVNARVINAS, INC.57,591$610K
KZRKezar Life Sciences, Inc.81,933$608K
KLRSKalaris Therapeutics, Inc.100,000$577K
MIRMMirum Pharmaceuticals, Inc.6,200$573K
JAZZJazz Pharmaceuticals plc3,000$567K
ASMBASSEMBLY BIOSCIENCES, INC.19,947$554K
PRLDPrelude Therapeutics Inc152,825$523K
ACRSAclaris Therapeutics, Inc.132,426$497K
PRAXPraxis Precision Medicines, Inc.1,500$483K
ELANElanco Animal Health Inc20,000$479K
PHATPhathom Pharmaceuticals, Inc.42,900$477K
MDGLMADRIGAL PHARMACEUTICALS, INC.895$469K
WHWKWhitehawk Therapeutics, Inc.128,503$443K
VTGNVistagen Therapeutics, Inc.751,141$429K
TXMDTherapeuticsMD, Inc.209,210$423K
SNDXSyndax Pharmaceuticals Inc17,500$409K
TECXTectonic Therapeutic, Inc.13,001$402K
TRDAEntrada Therapeutics, Inc.30,500$385K
BHVNBiohaven Ltd.44,777$379K
MRKMerck & Co., Inc.3,140$378K
VSTMVerastem, Inc.71,100$377K
RGNXREGENXBIO Inc.44,416$372K
ACETAdicet Bio, Inc.53,827$367K
LEGNLegend Biotech Corp20,000$362K
SRZNSurrozen Inc.12,000$350K
ZNTLZentalis Pharmaceuticals, Inc.144,636$338K
BCYCBICYCLE THERAPEUTICS PLC71,298$331K
NBIXNEUROCRINE BIOSCIENCES INC2,500$329K
WVEWave Life Sciences Ltd.44,900$326K
KURAKura Oncology, Inc.40,000$325K
KPRXKiora Pharmaceuticals Inc.167,941$324K
CORTCORCEPT THERAPEUTICS INC8,000$322K
UPBUpstream Bio, Inc.35,000$315K
ANNXAnnexon, Inc.55,000$305K
GERNGERON CORP200,000$298K
PMVPPMV Pharmaceuticals, Inc.231,008$286K
JBIOJade Biosciences, Inc.20,000$281K
BCAXBicara Therapeutics Inc.13,705$273K
NTLAIntellia Therapeutics, Inc.19,517$250K
RPRXRoyalty Pharma plc5,000$240K
LRMRLarimar Therapeutics, Inc.52,745$237K
EOLSEvolus, Inc.55,859$230K
QTTBQ32 Bio Inc.35,000$225K
LGVNLongeveron Inc.200,000$208K
ANABANAPTYSBIO, INC3,698$205K
KALVKalVista Pharmaceuticals, Inc.10,000$201K
KYTXKyverna Therapeutics, Inc.22,428$194K
NUVBNuvation Bio Inc.43,500$187K
BNTCBenitec Biopharma Inc.17,500$186K
LPCNLipocine Inc.23,180$185K
RLYBRallybio Corp20,535$184K
RZLTRezolute, Inc.58,679$179K
QCLSQ/C TECHNOLOGIES, INC.50,000$173K
ERASErasca, Inc.10,000$162K
COYACoya Therapeutics, Inc.40,900$161K
HELPCYBIN INC.31,278$150K
STIMNeuronetics Inc.100,000$145K
ARDXARDELYX, INC.23,900$143K
IFRXInflaRx N.V.158,271$142K
ACHVACHIEVE LIFE SCIENCES, INC.47,800$141K
VYGRVoyager Therapeutics, Inc.35,000$135K
CMMBChemomab Therapeutics Ltd.80,000$126K
JSPRJasper Therapeutics Inc.140,000$123K
NEUPNeuphoria Therapeutics Inc.30,000$122K
MISTMilestone Pharmaceuticals Inc.100,000$119K
ARCTArcturus Therapeutics Holdings Inc.15,000$116K
MGNXMACROGENICS INC40,000$116K
CCCCC4 Therapeutics, Inc.43,000$113K
RXRXRECURSION PHARMACEUTICALS, INC.35,000$107K
DSGNDesign Therapeutics, Inc.10,000$106K
GOSSGossamer Bio, Inc.287,531$94K
IMMXImmix Biopharma, Inc.10,000$91K
LITSLite Strategy, Inc.67,292$78K
VERUVERU INC.35,000$77K
KYNBKYNTRA BIO INC.10,469$71K
CLOVClover Health Investments Corp.40,000$70K
BMEABiomea Fusion, Inc.43,420$66K
OGNOrganon & Co.10,000$60K
ESPREsperion Therapeutics, Inc.21,400$59K
MREOMereo BioPharma Group plc150,000$50K
ANTXAN2 Therapeutics, Inc.13,861$47K
AQSTAquestive Therapeutics, Inc.10,000$42K
ATYRaTYR PHARMA INC50,685$40K
KALAKALA BIO, Inc.141,480$24K
CHRSCoherus Oncology, Inc.10,366$18K
PRQRProQR Therapeutics N.V.10,000$16K

13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.

    ADAR1 Capital Management, LLC — Biotech 13F Holdings & Portfolio | BioSniper