RA CAPITAL MANAGEMENT, L.P.
Institutional investor · Portfolio as of Q3 2019
Top Holdings32 positions
ASCENDIS PHARMA A/S | 4.1M | $398M | 23.7% | $59.89 | +60.61% | 4 qtrssince 2018-Q4 | Unchanged 0 |
WAVE LIFE SCIENCES LTD | 7.8M | $159.6M | 9.5% | $42.17 | -51.70% | 4 qtrssince 2018-Q4 | Unchanged 0 |
SYNTHORX INC | 9.7M | $158.2M | 9.4% | — | — | 4 qtrssince 2018-Q4 | Unchanged 0 |
RA PHARMACEUTICALS INC | 4.9M | $114.9M | 6.8% | — | — | 4 qtrssince 2018-Q4 | Unchanged 0 |
ZOGENIX INC | 2.3M | $90.5M | 5.4% | — | — | 4 qtrssince 2018-Q4 | Decreased 0 |
EIDOS THERAPEUTICS INC | 2.2M | $77.8M | 4.6% | — | — | 4 qtrssince 2018-Q4 | Unchanged 0 |
RHYTHM PHARMACEUTICALS INC | 3.4M | $73.9M | 4.4% | $24.50 | -11.89% | 4 qtrssince 2018-Q4 | Increased 85 |
SATSUMA PHARMACEUTICALS INC | 4.7M | $70.3M | 4.2% | — | — | 1 qtr | New 83 |
ORCHARD THERAPEUTICS PLC | 5.2M | $62.1M | 3.7% | — | — | 4 qtrssince 2018-Q4 | Increased 56 |
| 4.6M | $47.3M | 2.8% | — | — | 4 qtrssince 2018-Q4 | Increased 75 | |
| 4M | $46.2M | 2.8% | — | — | — | New 77 | |
PREVAIL THERAPEUTICS INC | 3.4M | $41.3M | 2.5% | — | — | 2 qtrssince 2019-Q2 | Increased 61 |
TG THERAPEUTICS INC | 6.9M | $38.6M | 2.3% | $3.98 | +41.96% | 4 qtrssince 2018-Q4 | Unchanged 0 |
ARVINAS INC | 1.7M | $35.8M | 2.1% | $13.16 | +72.87% | 4 qtrssince 2018-Q4 | Decreased 0 |
DICERNA PHARMACEUTICALS INC | 2.5M | $35.3M | 2.1% | — | — | 4 qtrssince 2018-Q4 | Unchanged 0 |
MYOVANT SCIENCES LTD | 6.2M | $32.1M | 1.9% | — | — | 4 qtrssince 2018-Q4 | Decreased 0 |
CRINETICS PHARMACEUTICALS IN | 1.9M | $28.2M | 1.7% | $30.51 | -50.41% | 4 qtrssince 2018-Q4 | Unchanged 0 |
STOKE THERAPEUTICS INC | 1.1M | $24.1M | 1.4% | $29.17 | -29.62% | 2 qtrssince 2019-Q2 | Unchanged 0 |
SCPHARMACEUTICALS INC | 3.2M | $19.1M | 1.1% | — | — | 4 qtrssince 2018-Q4 | Unchanged 0 |
KALA PHARMACEUTICALS INC | 4.5M | $17.3M | 1.0% | $12,225.00 | -22.19% | 4 qtrssince 2018-Q4 | Unchanged 0 |
RA CAPITAL MANAGEMENT, L.P. manages $1.7B across 32 positions as of Q3 2019. Top holdings: ASND (23.7%), WVE (9.5%), THOR (9.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 9 new positions, 2 exits, 4 increased. Top move: RYTM (INCREASED, conviction 85). Portfolio: $1.7B across 32 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR