RA CAPITAL MANAGEMENT, L.P.
Institutional investor · Portfolio as of Q4 2018
Top Holdings25 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
WAVE LIFE SCIENCES LTD | 7.5M | $315.8M | 18.4% | $42.29 | 0.00% | 1 qtr | New 97 |
ASCENDIS PHARMA A/S | 4.2M | $265.7M | 15.5% | $59.89 | 0.00% | 1 qtr | New 96 |
Synthorx Inc | 9.7M | $169M | 9.8% | — | — | 1 qtr | New 95 |
ZOGENIX INC | 2.4M | $86.9M | 5.1% | — | — | 1 qtr | New 93 |
BIOCRYST PHARMACEUTICALS INC | 10.7M | $86M | 5.0% | $7.88 | 0.00% | 1 qtr | New 93 |
ORCHARD THERAPEUTICS PLC | 4.8M | $76.2M | 4.4% | — | — | — | — |
InflaRx N.V. | 2.1M | $75.8M | 4.4% | $32.04 | 0.00% | 1 qtr | New 83 |
| 2.7M | $72.1M | 4.2% | — | — | 1 qtr | New 83 | |
MYOVANT SCIENCES LTD | 3.7M | $60.9M | 3.5% | — | — | 1 qtr | New 83 |
EIDOS THERAPEUTICS INC | 2.2M | $59.2M | 3.4% | — | — | 1 qtr | New 83 |
CRINETICS PHARMACEUTICALS IN | 1.9M | $56.2M | 3.3% | $30.51 | 0.00% | 1 qtr | New 82 |
RHYTHM PHARMACEUTICALS INC | 2M | $52.4M | 3.1% | $27.03 | 0.00% | 1 qtr | New 82 |
IMMUNOMEDICS INC | 3M | $43.1M | 2.5% | — | — | 1 qtr | New 76 |
ARVINAS INC | 3.1M | $40.3M | 2.3% | $13.16 | 0.00% | 1 qtr | New 76 |
RA PHARMACEUTICALS INC | 4.9M | $34M | 2.0% | — | — | 1 qtr | New 67 |
TG Therapeutics, Inc. | 8.2M | $33.6M | 2.0% | $3.98 | 0.00% | 1 qtr | New 67 |
KALVISTA PHARMACEUTICALS INC | 1.4M | $28.5M | 1.7% | $19.56 | 0.00% | 1 qtr | New 67 |
MOMENTA PHARMACEUTICALS INC | 2.6M | $28.2M | 1.6% | — | — | 1 qtr | New 67 |
DICERNA PHARMACEUTICALS INC | 2.5M | $26.3M | 1.5% | — | — | 1 qtr | New 66 |
EIGER BIOPHARMACEUTICALS INC | 2.4M | $24.5M | 1.4% | — | — | 1 qtr | New 66 |
RA CAPITAL MANAGEMENT, L.P. manages $1.7B across 25 positions as of Q4 2018. Top holdings: WVE (18.4%), ASND (15.5%), THOR (9.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 25 new positions, 0 exits, 0 increased. Top move: WVE (NEW, conviction 97). Portfolio: $1.7B across 25 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer