RA CAPITAL MANAGEMENT, L.P.
Institutional investor · Portfolio as of Q1 2023
Top Holdings59 positions
ASCENDIS PHARMA A/S | 7M | $745.9M | 16.9% | $95.96 | +13.13% | 18 qtrssince 2018-Q4 | Unchanged 0 |
VAXCYTE INC | 7.3M | $273.3M | 6.2% | $34.23 | +5.95% | 12 qtrssince 2020-Q2 | Increased 73 |
DICE THERAPEUTICS INC | 7.9M | $225.1M | 5.1% | — | — | 7 qtrssince 2021-Q3 | Increased 68 |
89BIO INC | 11.4M | $173.9M | 3.9% | — | — | 14 qtrssince 2019-Q4 | Increased 69 |
| 8.3M | $166.7M | 3.8% | — | — | 8 qtrssince 2021-Q2 | Unchanged 0 | |
BIOGEN INC | 532,892 | $148.2M | 3.4% | $222.99 | +23.38% | 5 qtrssince 2022-Q1 | Unchanged 0 |
VERONA PHARMA PLC | 6.3M | $126.9M | 2.9% | — | — | 11 qtrssince 2020-Q3 | Unchanged 0 |
CYTEK BIOSCIENCES INC | 13.4M | $123M | 2.8% | $18.15 | -50.90% | 7 qtrssince 2021-Q3 | Unchanged 0 |
VOR BIOPHARMA INC | 22.7M | $122.4M | 2.8% | $449.88 | -76.70% | 9 qtrssince 2021-Q1 | Unchanged 0 |
LEGEND BIOTECH CORP | 2.4M | $117.5M | 2.7% | $40.50 | +18.51% | 3 qtrssince 2022-Q3 | Unchanged 0 |
TYRA BIOSCIENCES INC | 7.2M | $116.3M | 2.6% | $16.91 | -7.16% | 7 qtrssince 2021-Q3 | Unchanged 0 |
JANUX THERAPEUTICS INC | 8.7M | $104.9M | 2.4% | $25.37 | -54.28% | 8 qtrssince 2021-Q2 | Unchanged 0 |
PEPGEN INC | 8.1M | $99.5M | 2.3% | $9.93 | +23.16% | 4 qtrssince 2022-Q2 | Unchanged 0 |
AVIDITY BIOSCIENCES INC | 6.4M | $98.5M | 2.2% | $20.32 | -17.32% | 7 qtrssince 2021-Q3 | Increased 60 |
RHYTHM PHARMACEUTICALS INC | 5.5M | $98.4M | 2.2% | $23.70 | -24.74% | 18 qtrssince 2018-Q4 | Unchanged 0 |
DAY ONE BIOPHARMACEUTICALS I | 7M | $94.1M | 2.1% | $19.64 | -35.07% | 8 qtrssince 2021-Q2 | Unchanged 0 |
BELLUS HEALTH INC NEW | 12.6M | $91M | 2.1% | — | — | 6 qtrssince 2021-Q4 | Increased 52 |
CUREVAC N V | 12.2M | $85.4M | 1.9% | $6.67 | 0.00% | 1 qtr | New 68 |
IMMUNOGEN INC | 21.9M | $83.9M | 1.9% | — | — | 11 qtrssince 2020-Q3 | Unchanged 0 |
WAVE LIFE SCIENCES LTD | 17.2M | $74.5M | 1.7% | $20.65 | -80.00% | 18 qtrssince 2018-Q4 | Unchanged 0 |
RA CAPITAL MANAGEMENT, L.P. manages $4.4B across 59 positions as of Q1 2023. Top holdings: ASND (16.9%), PCVX (6.2%), DICE (5.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 4 new positions, 15 exits, 12 increased. Top move: PCVX (INCREASED, conviction 73). Portfolio: $4.4B across 59 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR