RA CAPITAL MANAGEMENT, L.P.
Institutional investor · Portfolio as of Q3 2023
Top Holdings66 positions
ASCENDIS PHARMA A/S | 10.7M | $1B | 19.8% | $92.74 | +0.97% | 20 qtrssince 2018-Q4 | Decreased 0 |
LEGEND BIOTECH CORP | 6.3M | $420.8M | 8.3% | $58.65 | +14.52% | 5 qtrssince 2022-Q3 | Unchanged 0 |
VAXCYTE INC | 7.9M | $402.3M | 7.9% | $35.32 | +44.34% | 14 qtrssince 2020-Q2 | Unchanged 0 |
IMMUNOGEN INC | 13.3M | $211.4M | 4.2% | — | — | 13 qtrssince 2020-Q3 | Increased 91 |
89BIO INC | 11.4M | $176.3M | 3.5% | — | — | 16 qtrssince 2019-Q4 | Unchanged 0 |
Biogen Inc | 532,892 | $137M | 2.7% | $222.99 | +15.26% | 7 qtrssince 2022-Q1 | Unchanged 0 |
RHYTHM PHARMACEUTICALS INC | 5.7M | $130.1M | 2.6% | $23.50 | -2.45% | 20 qtrssince 2018-Q4 | Unchanged 0 |
| 8.3M | $112.1M | 2.2% | — | — | 10 qtrssince 2021-Q2 | Unchanged 0 | |
CYMABAY THERAPEUTICS INC | 6.9M | $103.5M | 2.0% | — | — | 1 qtr | New 78 |
VERONA PHARMA PLC | 6.3M | $103M | 2.0% | — | — | 13 qtrssince 2020-Q3 | Unchanged 0 |
TYRA BIOSCIENCES INC | 7.2M | $99.6M | 2.0% | $16.91 | -18.57% | 9 qtrssince 2021-Q3 | Unchanged 0 |
WAVE LIFE SCIENCES LTD | 17.2M | $98.9M | 1.9% | $20.65 | -72.16% | 20 qtrssince 2018-Q4 | Unchanged 0 |
GERON CORP | 46.2M | $97.9M | 1.9% | $2.16 | -1.71% | 14 qtrssince 2020-Q2 | Increased 64 |
DAY ONE BIOPHARMACEUTICALS I | 7.8M | $95.8M | 1.9% | $18.91 | -35.12% | 10 qtrssince 2021-Q2 | Unchanged 0 |
JANUX THERAPEUTICS INC | 9.2M | $92.4M | 1.8% | $24.54 | -58.93% | 10 qtrssince 2021-Q2 | Increased 50 |
AN2 THERAPEUTICS INC | 5.6M | $89.3M | 1.8% | $15.24 | +5.49% | 7 qtrssince 2022-Q1 | Increased 64 |
INHIBRX INC | 4.7M | $86.7M | 1.7% | — | — | 4 qtrssince 2022-Q4 | Increased 57 |
RXSIGHT INC | 3.1M | $85.1M | 1.7% | $12.40 | +124.92% | 9 qtrssince 2021-Q3 | Unchanged 0 |
NEWAMSTERDAM PHARMA CO NV | 9M | $83.3M | 1.6% | $11.45 | -19.21% | 4 qtrssince 2022-Q4 | Unchanged 0 |
EVOLENT HEALTH INC | 2.7M | $74.5M | 1.5% | $27.23 | 0.00% | 1 qtr | New 68 |
RA CAPITAL MANAGEMENT, L.P. manages $5.1B across 66 positions as of Q3 2023. Top holdings: ASND (19.8%), LEGN (8.3%), PCVX (7.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 14 new positions, 2 exits, 10 increased. Top move: IMGN (INCREASED, conviction 91). Portfolio: $5.1B across 66 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR