EcoR1 Capital, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
EcoR1 Capital, LLC disclosed 44 US equity positions worth $1.7bn in its Q1 2025 13F filing. The largest position was APLSUSD at 15.4% of the reported book, followed by JAZZ and ZYME. Against the Q4 2024 filing, it opened 5 new positions, added to 8 and reduced 4 among the top 44 holdings.
What did EcoR1 Capital, LLC own in Q1 2025? Top 44 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | APLSUSD APELLIS PHARMACEUTICALS INC | 15.4% | $260.2m | 11,895,808 | 0% | held | |
| 2 | JAZZ JAZZ PHARMACEUTICALS PLC | Healthcare | 12.6% | $211.9m | 1,706,469 | 0% | held |
| 3 | ZYME ZYMEWORKS INC | Healthcare | 12.2% | $205.6m | 17,259,548 | 15% | added |
| 4 | ANAB ANAPTYSBIO INC | Healthcare | 8.7% | $146.5m | 7,880,094 | 0% | held |
| 5 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 8.5% | $143.8m | 4,288,120 | 0% | held | |
| 6 | PROTHENA CORP PLC | 8.5% | $143.4m | 11,584,280 | 0% | held | |
| 7 | SRPT SAREPTA THERAPEUTICS INC | Healthcare | 4.9% | $82.5m | 1,292,386 | 68% | added |
| 8 | XNCR XENCOR INC | Healthcare | 3.9% | $65.4m | 6,144,767 | 0% | held |
| 9 | CRSP CRISPR THERAPEUTICS AG | Healthcare | 2.8% | $47.3m | 1,389,276 | 0% | held |
| 10 | QURE UNIQURE NV | 2.5% | $42.3m | 3,988,971 | 17% | added | |
| 11 | JANX JANUX THERAPEUTICS INC | Healthcare | 2.4% | $39.7m | 1,469,818 | 0% | held |
| 12 | IMNM IMMUNOME INC | Healthcare | 1.6% | $27.5m | 4,079,415 | 5% | added |
| 13 | ETON ETON PHARMACEUTICALS INC | 1.5% | $25.2m | 1,939,288 | 6% | added | |
| 14 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 1.5% | $24.8m | 75,000 | 0% | held |
| 15 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 1.1% | $19.1m | 3,418,068 | 0% | held |
| 16 | AKERO THERAPEUTICS INC | 1.1% | $17.8m | 440,000 | – | new | |
| 17 | KURA KURA ONCOLOGY INC | Healthcare | 1.0% | $17.4m | 2,640,298 | -26% | reduced |
| 18 | TECX TECTONIC THERAPEUTIC INC | Healthcare | 1.0% | $16.6m | 935,121 | 10% | added |
| 19 | RNAGBP AVIDITY BIOSCIENCES INC | 1.0% | $16.5m | 557,576 | 0% | held | |
| 20 | NGNE NEUROGENE INC | 0.9% | $14.9m | 1,271,342 | 0% | held | |
| 21 | TNGX TANGO THERAPEUTICS INC | Healthcare | 0.9% | $14.6m | 10,630,736 | 0% | held |
| 22 | VYGR VOYAGER THERAPEUTICS INC | Healthcare | 0.8% | $13.2m | 3,917,546 | 0% | held |
| 23 | BEAM BEAM THERAPEUTICS INC | Healthcare | 0.6% | $10.3m | 526,685 | – | new |
| 24 | MBX MBX BIOSCIENCES INC | Healthcare | 0.6% | $9.3m | 1,259,273 | 0% | held |
| 25 | DNA GINKGO BIOWORKS HOLDINGS INC | 0.5% | $8.3m | 1,462,328 | -16% | reduced | |
| 26 | REPL REPLIMUNE GROUP INC | Healthcare | 0.5% | $8.3m | 850,341 | 0% | held |
| 27 | BCYC BICYCLE THERAPEUTICS PLC | Healthcare | 0.5% | $7.7m | 910,000 | 0% | held |
| 28 | DAWNGBX DAY ONE BIOPHARMACEUTICALS I | 0.4% | $6.8m | 862,068 | 0% | held | |
| 29 | VERVE THERAPEUTICS INC | 0.3% | $5.7m | 1,250,000 | 0% | held | |
| 30 | ADAPY ADAPTIMMUNE THERAPEUTICS PLC | Healthcare | 0.3% | $5.4m | 27,404,070 | 0% | held |
| 31 | LKFT GALAPAGOS NV | Healthcare | 0.2% | $3.9m | 155,006 | 0% | held |
| 32 | WHWK WHITEHAWK THERAPEUTICS INC | Healthcare | 0.2% | $3.7m | 2,082,000 | 503% | added |
| 33 | ATRA ATARA BIOTHERAPEUTICS INC | 0.2% | $3.4m | 573,183 | 8% | added | |
| 34 | SLDB SOLID BIOSCIENCES INC | Healthcare | 0.2% | $2.8m | 744,450 | – | new |
| 35 | KROS KEROS THERAPEUTICS INC | Healthcare | 0.1% | $1.9m | 187,500 | 0% | held |
| 36 | NUVATION BIO INC | 0.1% | $1.7m | 963,333 | 0% | held | |
| 37 | RLAY RELAY THERAPEUTICS INC | Healthcare | 0.1% | $1.7m | 641,426 | 0% | held |
| 38 | KLRS KALARIS THERAPEUTICS INC | 0.1% | $1.6m | 201,718 | – | new | |
| 39 | PRME PRIME MEDICINE INC | 0.1% | $1.4m | 700,000 | 0% | held | |
| 40 | METSERA INC | 0.1% | $1.4m | 50,000 | – | new | |
| 41 | TCRX TSCAN THERAPEUTICS INC | 0.1% | $914.7k | 662,833 | -87% | reduced | |
| 42 | SURROZEN INC | 0.0% | $777.3k | 66,665 | 0% | held | |
| 43 | ALGS ALIGOS THERAPEUTICS INC | 0.0% | $730.7k | 88,569 | -65% | reduced | |
| 44 | UPB UPSTREAM BIO INC | 0.0% | $367.2k | 60,000 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.