Ikarian Capital, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Ikarian Capital, LLC disclosed 126 US equity positions worth $610.9m in its Q2 2026 13F filing. The largest position was ABVX at 7.1% of the reported book, followed by KOD and ALMS. Against the Q1 2026 filing, it opened 12 new positions, added to 12 and reduced 19 among the top 50 holdings.
What did Ikarian Capital, LLC own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | ABVX ABIVAX SA | Healthcare | 7.1% | $43.4m | 328,635 | 470% | added |
| 2 | KOD KODIAK SCIENCES INC | Healthcare | 6.8% | $41.3m | 1,059,730 | -16% | reduced |
| 3 | ALMS ALUMIS INC | Healthcare | 4.0% | $24.5m | 870,548 | -28% | reduced |
| 4 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 4.0% | $24.4m | 72,842 | 2% | added |
| 5 | PCVX VAXCYTE INC | Healthcare | 3.7% | $22.6m | 388,682 | -9% | reduced |
| 6 | ANIP ANI PHARMACEUTICALS INC | Healthcare | 3.7% | $22.5m | 272,085 | 85% | added |
| 7 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 2.9% | $17.8m | 478,500 | 4% | added |
| 8 | RCUS ARCUS BIOSCIENCES INC | Healthcare | 2.5% | $15.6m | 504,559 | – | new |
| 9 | RLMD RELMADA THERAPEUTICS INC | Healthcare | 2.4% | $14.9m | 2,148,359 | -20% | reduced |
| 10 | CAPR CAPRICOR THERAPEUTICS INC | Healthcare | 2.4% | $14.5m | 604,215 | 14% | added |
| 11 | COGT COGENT BIOSCIENCES INC | Healthcare | 2.3% | $14.3m | 370,084 | – | new |
| 12 | VERA VERA THERAPEUTICS INC | Healthcare | 2.2% | $13.3m | 310,000 | 55% | added |
| 13 | CTNM CONTINEUM THERAPEUTICS INC | 2.2% | $13.2m | 807,874 | 0% | held | |
| 14 | TENX TENAX THERAPEUTICS INC | 1.9% | $11.5m | 787,600 | -23% | reduced | |
| 15 | CCCC C4 THERAPEUTICS INC | Healthcare | 1.9% | $11.4m | 2,433,000 | – | new |
| 16 | MAZE MAZE THERAPEUTICS INC | Healthcare | 1.9% | $11.3m | 378,999 | 0% | held |
| 17 | BHVN BIOHAVEN LTD | Healthcare | 1.8% | $11.1m | 748,181 | 81% | added |
| 18 | CNTB CONNECT BIOPHARMA HLDGS LTD | 1.8% | $10.8m | 4,538,534 | -16% | reduced | |
| 19 | ANRO ALTO NEUROSCIENCE INC | Healthcare | 1.8% | $10.7m | 407,338 | -21% | reduced |
| 20 | PHVS PHARVARIS N V | Healthcare | 1.7% | $10.7m | 308,856 | -37% | reduced |
| 21 | JBIO JADE BIOSCIENCES INC | Healthcare | 1.6% | $9.5m | 427,349 | -17% | reduced |
| 22 | DMRA DAMORA THERAPEUTICS INC | Healthcare | 1.4% | $8.7m | 335,710 | 0% | held |
| 23 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 1.3% | $7.8m | 425,000 | – | new |
| 24 | PELTHOS THERAPEUTICS INC | 1.2% | $7.3m | 256,598 | 0% | held | |
| 25 | ZURA ZURA BIO LTD | Healthcare | 1.2% | $7.2m | 1,218,492 | 2% | added |
| 26 | TECX TECTONIC THERAPEUTIC INC | Healthcare | 1.2% | $7.1m | 205,837 | 31% | added |
| 27 | SPRB SPRUCE BIOSCIENCES INC | 1.1% | $6.6m | 121,356 | 0% | held | |
| 28 | HIMS HIMS & HERS HEALTH INC | Healthcare | 1.1% | $6.5m | 188,381 | – | new |
| 29 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 1.1% | $6.4m | 126,541 | – | new |
| 30 | PROQR THRAPEUTICS N V | 1.0% | $6.4m | 3,425,930 | 130% | added | |
| 31 | DRUG BRIGHT MINDS BIOSCIENCES INC | Healthcare | 1.0% | $6.2m | 88,951 | -47% | reduced |
| 32 | OVID OVID THERAPEUTICS INC | Healthcare | 1.0% | $6.1m | 2,269,704 | -22% | reduced |
| 33 | OCGN OCUGEN INC | Healthcare | 1.0% | $6.1m | 3,962,972 | 0% | held |
| 34 | ALPHA COGNITION INC | 1.0% | $6.0m | 836,259 | -21% | reduced | |
| 35 | HROW HARROW INC | 0.9% | $5.8m | 135,775 | -75% | reduced | |
| 36 | KZIA KAZIA THERAPEUTICS LTD | 0.9% | $5.6m | 396,201 | – | new | |
| 37 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 0.9% | $5.5m | 165,617 | -66% | reduced |
| 38 | QTTB Q32 BIO INC | 0.9% | $5.5m | 430,000 | – | new | |
| 39 | EPRX EUPRAXIA PHARMACEUTICALS INC | 0.9% | $5.4m | 809,741 | -33% | reduced | |
| 40 | BIOA BIOAGE LABS INC | 0.8% | $4.9m | 200,000 | – | new | |
| 41 | RZLT REZOLUTE INC | 0.8% | $4.9m | 935,012 | 5574% | added | |
| 42 | OLMA OLEMA PHARMACEUTICALS INC | Healthcare | 0.8% | $4.8m | 383,281 | -36% | reduced |
| 43 | MNPR MONOPAR THERAPEUTICS INC | 0.7% | $4.4m | 47,861 | – | new | |
| 44 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 0.7% | $4.3m | 57,417 | -64% | reduced |
| 45 | IVA INVENTIVA SA | 0.7% | $4.2m | 1,129,101 | -21% | reduced | |
| 46 | ABSI ABSCI CORPORATION | Healthcare | 0.7% | $4.1m | 353,772 | – | new |
| 47 | ALEC ALECTOR INC | Healthcare | 0.7% | $4.0m | 1,982,606 | -5% | reduced |
| 48 | CLYM CLIMB BIO INC | Healthcare | 0.6% | $3.9m | 300,000 | – | new |
| 49 | FULC FULCRUM THERAPEUTICS INC | Healthcare | 0.6% | $3.8m | 1,049,161 | 0% | held |
| 50 | CRDL CARDIOL THERAPEUTICS INC | 0.6% | $3.5m | 3,325,000 | 22% | added |
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.