EcoR1 Capital, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
EcoR1 Capital, LLC disclosed 30 US equity positions worth $2.1bn in its Q3 2025 13F filing. The largest position was ZYME at 18.8% of the reported book, followed by ANAB and QURE. Against the Q2 2025 filing, it opened 6 new positions, added to 4 and reduced 3 among the top 30 holdings.
What did EcoR1 Capital, LLC own in Q3 2025? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ZYME ZYMEWORKS INC | Healthcare | 18.8% | $392.3m | 22,970,388 | 0% | held |
| 2 | ANAB ANAPTYSBIO INC | Healthcare | 11.6% | $241.3m | 7,880,094 | 0% | held |
| 3 | QURE UNIQURE NV | 11.2% | $232.8m | 3,988,971 | 0% | held | |
| 4 | JAZZ JAZZ PHARMACEUTICALS PLC | Healthcare | 10.8% | $224.9m | 1,706,469 | 0% | held |
| 5 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 8.6% | $178.6m | 4,288,120 | 0% | held | |
| 6 | CRSP CRISPR THERAPEUTICS AG | Healthcare | 4.3% | $90.0m | 1,389,276 | 0% | held |
| 7 | TNGX TANGO THERAPEUTICS INC | Healthcare | 4.3% | $89.3m | 10,630,736 | 0% | held |
| 8 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 3.9% | $80.7m | 6,728,116 | 316% | added |
| 9 | APLSUSD APELLIS PHARMACEUTICALS INC | 3.7% | $78.0m | 3,447,156 | -71% | reduced | |
| 10 | XNCR XENCOR INC | Healthcare | 3.5% | $72.1m | 6,144,767 | 0% | held |
| 11 | LKFT GALAPAGOS NV | Healthcare | 2.8% | $57.7m | 1,667,119 | 61% | added |
| 12 | IMNM IMMUNOME INC | Healthcare | 2.3% | $47.8m | 4,079,415 | 0% | held |
| 13 | ETON ETON PHARMACEUTICALS INC | 2.1% | $44.1m | 2,030,544 | 0% | held | |
| 14 | MBX MBX BIOSCIENCES INC | Healthcare | 1.8% | $37.2m | 2,123,604 | 85% | added |
| 15 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 1.7% | $34.4m | 75,000 | 0% | held |
| 16 | RNAGBP AVIDITY BIOSCIENCES INC | 1.6% | $33.3m | 765,000 | 53% | added | |
| 17 | BBOT BRIDGEBIO ONCOLOGY THERAPEUT | 1.6% | $32.7m | 2,823,126 | – | new | |
| 18 | NGNE NEUROGENE INC | 1.1% | $22.0m | 1,271,342 | 0% | held | |
| 19 | ALKS ALKERMES PLC | Healthcare | 0.7% | $15.0m | 500,000 | 0% | held |
| 20 | AQST AQUESTIVE THERAPEUTICS INC | 0.7% | $14.7m | 2,625,000 | – | new | |
| 21 | METSERA INC | 0.7% | $14.2m | 271,529 | 0% | held | |
| 22 | CNTA CENTESSA PHARMACEUTICALS PLC | 0.6% | $13.3m | 550,000 | – | new | |
| 23 | PRME PRIME MEDICINE INC | 0.4% | $8.6m | 1,543,326 | – | new | |
| 24 | ATRA ATARA BIOTHERAPEUTICS INC | 0.4% | $8.2m | 573,183 | 0% | held | |
| 25 | KURA KURA ONCOLOGY INC | Healthcare | 0.4% | $7.7m | 872,500 | -79% | reduced |
| 26 | PEPG PEPGEN INC | Healthcare | 0.2% | $3.7m | 800,000 | – | new |
| 27 | NUVATION BIO INC | 0.2% | $3.6m | 963,333 | 0% | held | |
| 28 | VYGR VOYAGER THERAPEUTICS INC | Healthcare | 0.2% | $3.1m | 670,303 | -83% | reduced |
| 29 | CMPS COMPASS PATHWAYS PLC | Healthcare | 0.1% | $1.5m | 265,137 | – | new |
| 30 | SURROZEN INC | 0.0% | $859.3k | 66,665 | 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.