Hudson Bay Capital Management LP

Source: SEC Form 13F · as of Mar 2026

Hudson Bay Capital Management LP holds 187 biotech & pharma companies tracked by BioSniper, totaling $1.56B in value as of Mar 2026 (SEC Form 13F).

Companies held

187

Total value held

$1.56B

CompanySharesValue
UNHUnitedHealth Group Incorporated Common Stock (DE)1,400,000$378.8M
MRKMerck & Co., Inc.901,505$108.4M
LLYELI LILLY & Co97,004$89.2M
NEOGNEOGEN CORP6,500,180$60.4M
BMRNBIOMARIN PHARMACEUTICAL INC974,776$55.1M
JNJJOHNSON & JOHNSON214,590$52.5M
NBIXNEUROCRINE BIOSCIENCES INC395,850$52.1M
APLSApellis Pharmaceuticals, Inc.1,190,416$47.9M
NVONovo Nordisk A/S1,075,038$39.5M
BIIBBIOGEN INC.201,367$36.9M
TERNTerns Pharmaceuticals, Inc.618,178$32.6M
BHCBausch Health Companies Inc.5,000,000$27.0M
REGNREGENERON PHARMACEUTICALS, INC.32,001$24.7M
BNTXBioNTech SE275,000$24.4M
IONSIONIS PHARMACEUTICALS INC295,100$22.2M
ARGXARGENX SE30,000$21.9M
VRTXVERTEX PHARMACEUTICALS INC / MA45,000$20.1M
IMCRImmunocore Holdings plc633,174$19.1M
LEGNLegend Biotech Corp1,026,551$18.6M
ABVXAbivax SA139,379$15.5M
DAWNDay One Biopharmaceuticals, Inc.670,000$14.4M
ACLXArcellx, Inc.122,900$14.1M
GILDGILEAD SCIENCES, INC.100,010$13.9M
QGENQIAGEN N.V.332,910$13.3M
ALNYALNYLAM PHARMACEUTICALS, INC.40,000$13.2M
CYTKCYTOKINETICS INC200,470$13.2M
VIRVir Biotechnology, Inc.1,469,510$13.2M
UTHRUNITED THERAPEUTICS Corp20,918$12.4M
INDVIndivior Pharmaceuticals, Inc.364,212$11.1M
RGENREPLIGEN CORP92,500$10.9M
LQDALiquidia Corp263,500$9.9M
ACADACADIA PHARMACEUTICALS INC445,506$9.9M
DNTHDianthus Therapeutics, Inc. /DE/109,238$9.2M
HALOHALOZYME THERAPEUTICS, INC.130,000$8.4M
GMABGenmab A/S310,000$8.3M
COGTCogent Biosciences, Inc.207,574$8.0M
VERAVera Therapeutics, Inc.192,439$7.7M
RCUSArcus Biosciences, Inc.356,535$7.7M
ABTABBOTT LABORATORIES75,000$7.7M
RVMDREVOLUTION MEDICINES, INC.70,060$6.8M
SLNOSOLENO THERAPEUTICS INC203,291$6.8M
SRPTSarepta Therapeutics, Inc.310,000$6.7M
MOHMolina Healthcare Inc50,596$6.7M
DNLIDenali Therapeutics Inc.346,360$6.7M
CCXIChemoCentryx, Inc.650,000$6.6M
IDYAIDEAYA Biosciences, Inc.194,010$6.5M
ALKSAlkermes plc.173,626$6.1M
BMYBRISTOL MYERS SQUIBB CO100,000$6.1M
XNCRXencor Inc487,320$5.9M
FOLDAMICUS THERAPEUTICS, INC.364,740$5.3M
SUPNSUPERNUS PHARMACEUTICALS, INC.90,821$4.7M
BCRXBIOCRYST PHARMACEUTICALS INC490,369$4.7M
BCAXBicara Therapeutics Inc.233,703$4.6M
LGNDLigand Pharmaceuticals Incorporated22,400$4.5M
ABBVAbbVie Inc.20,010$4.4M
ALMSALUMIS INC.193,395$4.3M
SRRKScholar Rock Holding Corp83,450$4.1M
ARWRARROWHEAD PHARMACEUTICALS, INC.64,143$4.0M
ICLRICON plc36,000$4.0M
HRMYHarmony Biosciences Holdings, Inc.142,020$4.0M
RLAYRelay Therapeutics, Inc.311,330$3.1M
GMOptec International, Inc.40,000$3.0M
NUVLNuvalent, Inc.28,480$2.9M
CHRSCoherus Oncology, Inc.1,704,980$2.9M
QUREuniQure N.V.158,500$2.6M
AXSMAxsome Therapeutics, Inc.15,220$2.6M
PFEPFIZER INC90,000$2.5M
AVTXAvalo Therapeutics, Inc.161,087$2.4M
GLPGGalapagos NV77,500$2.3M
GRFSGrifols S.A.287,874$2.3M
OLMAOlema Pharmaceuticals, Inc.154,770$2.3M
ABOSAcumen Pharmaceuticals, Inc.968,940$2.3M
WVEWave Life Sciences Ltd.296,600$2.2M
ALHCAlignment Healthcare Inc.120,250$2.1M
DMRADamora Therapeutics, Inc.76,338$2.0M
PCVXVaxcyte, Inc.30,970$1.8M
AGIOAGIOS PHARMACEUTICALS, INC.51,830$1.8M
RXRXRECURSION PHARMACEUTICALS, INC.535,730$1.6M
CBIOCRESCENT BIOPHARMA, INC.88,867$1.6M
SGMTSagimet Biosciences Inc.303,223$1.6M
ABUSArbutus Biopharma Corp350,000$1.6M
IPEXInflection Point Acquisition Corp. V150,000$1.6M
JANXJanux Therapeutics, Inc.110,000$1.5M
RGNXREGENXBIO Inc.180,000$1.5M
TVTXTravere Therapeutics, Inc.50,720$1.5M
SNDXSyndax Pharmaceuticals Inc62,330$1.5M
KNSAKiniksa Pharmaceuticals International, plc27,670$1.3M
LRMRLarimar Therapeutics, Inc.292,250$1.3M
AUPHAurinia Pharmaceuticals Inc.85,000$1.3M
EVMNEvommune, Inc.51,364$1.2M
ERASErasca, Inc.65,350$1.1M
REPLReplimune Group, Inc.130,995$1.0M
BBOTBridgeBio Oncology Therapeutics, Inc.110,000$985K
ANROAlto Neuroscience, Inc.43,762$984K
AQSTAquestive Therapeutics, Inc.234,000$971K
NTHINEONC TECHNOLOGIES HOLDINGS, INC.147,360$962K
EQEquillium, Inc.428,538$857K
XENEXenon Pharmaceuticals Inc.14,072$818K
IVAInventiva S.A.145,459$807K
RYTMRHYTHM PHARMACEUTICALS, INC.9,120$793K
MIRMMirum Pharmaceuticals, Inc.8,530$788K
NTLAIntellia Therapeutics, Inc.60,000$769K
NKTRNEKTAR THERAPEUTICS10,332$743K
MANEVeradermics Incorporated11,079$700K
TGTXTG THERAPEUTICS, INC.20,590$684K
EPRXEUPRAXIA PHARMACEUTICALS INC.92,347$669K
ATAIAtai Beckley N.V.188,485$667K
KYTXKyverna Therapeutics, Inc.71,059$613K
VYGRVoyager Therapeutics, Inc.156,250$603K
IMMXImmix Biopharma, Inc.63,501$578K
ZURAZura Bio Ltd95,355$567K
ZLABZai Lab Ltd30,000$564K
PRAXPraxis Precision Medicines, Inc.1,640$528K
RIOTRiot Platforms, Inc.41,868$517K
CGONCG Oncology, Inc.7,480$506K
IMRXImmuneering Corp95,889$505K
FBRXForte Biosciences, Inc.19,083$494K
APGEApogee Therapeutics, Inc.5,720$481K
IMVTImmunovant, Inc.19,230$478K
ASMBASSEMBLY BIOSCIENCES, INC.16,799$466K
CABACabaletta Bio, Inc.161,726$435K
EWTXEdgewise Therapeutics, Inc.12,930$407K
PTGXProtagonist Therapeutics, Inc3,760$396K
OCGNOcugen, Inc.211,603$383K
CTMXCytomX Therapeutics, Inc.80,663$379K
CLYMClimb Bio, Inc.54,460$373K
STROSUTRO BIOPHARMA, INC.14,768$368K
CCCCC4 Therapeutics, Inc.130,081$342K
KRYSKrystal Biotech, Inc.1,300$336K
KYMRKymera Therapeutics, Inc.3,710$309K
MGNXMACROGENICS INC104,754$303K
OBIOOrchestra BioMed Holdings Inc.71,134$302K
NSRXNasus Pharma Ltd134,771$299K
RLMDRELMADA THERAPEUTICS, INC.42,141$293K
MBOTMicrobot Medical Inc.121,082$292K
CADLCandel Therapeutics, Inc.59,210$290K
CRBPCorbus Pharmaceuticals Holdings, Inc.29,578$278K
ZNTLZentalis Pharmaceuticals, Inc.117,127$274K
PVLAPALVELLA THERAPEUTICS, INC.2,140$267K
SRZNSurrozen Inc.8,653$252K
PTCTPTC THERAPEUTICS, INC.3,670$250K
ACHVACHIEVE LIFE SCIENCES, INC.84,896$250K
SIONSionna Therapeutics, Inc.6,180$248K
ALTSALT5 Sigma Corp220,009$244K
MAZEMaze Therapeutics, Inc.8,150$243K
LXRXLEXICON PHARMACEUTICALS, INC.152,616$238K
KMTSKestra Medical Technologies Ltd.11,217$224K
ELTXElicio Therapeutics, Inc.20,208$216K
CAMPCamp4 Therapeutics Corp48,511$214K
TNGXTango Therapeutics, Inc.10,160$213K
GALTGALECTIN THERAPEUTICS INC74,728$208K
GENBGenerate Biomedicines Inc.16,678$208K
XFORX4 Pharmaceuticals, Inc50,287$208K
DTILPRECISION BIOSCIENCES INC37,141$204K
WHWKWhitehawk Therapeutics, Inc.57,597$199K
IVVDInvivyd, Inc.140,061$182K
ARMPArmata Pharmaceuticals, Inc.17,584$180K
LCTXLineage Cell Therapeutics, Inc.111,287$176K
ORMPORAMED PHARMACEUTICALS INC.51,670$176K
OSCROscar Health Inc.14,016$161K
ORICOric Pharmaceuticals, Inc.12,390$157K
PALIPALISADE BIO, INC.89,386$156K
SVRASavara Inc26,500$145K
MDXHMDxHealth SA62,497$144K
EIKNEikon Therapeutics Inc.13,480$143K
TRVITrevi Therapeutics, Inc.11,770$140K
PEPGPepGen Inc.69,593$123K
ANTXAN2 Therapeutics, Inc.34,605$118K
RANIRani Therapeutics Holdings, Inc.153,331$113K
AGENAGENUS INC33,543$112K
PROKPROKIDNEY CORP.62,084$111K
NUVBNuvation Bio Inc.25,070$108K
OCULOCULAR THERAPEUTIX, INC12,540$106K
CATXPerspective Therapeutics, Inc.23,090$96K
NVAXNOVAVAX INC11,360$92K
GNLXGENELUX Corp37,735$91K
SLDBSolid Biosciences Inc.12,650$91K
GERNGERON CORP60,800$91K
MGTXMeiraGTx Holdings plc10,190$88K
ACRSAclaris Therapeutics, Inc.16,820$63K
SABSSAB BIOTHERAPEUTICS, INC.16,100$62K
TSHATaysha Gene Therapies, Inc.10,740$48K
ALLOAllogene Therapeutics, Inc.14,711$36K
ESPREsperion Therapeutics, Inc.11,850$32K
SANASana Biotechnology, Inc.10,000$29K
PMIPicard Medical Inc.10,614$11K
ICCMIceCure Medical Ltd.30,000$9K

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.

    Hudson Bay Capital Management LP — Biotech 13F Holdings & Portfolio | BioSniper