RA Capital Management 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
RA Capital Management disclosed 84 US equity positions worth $11.6bn in its Q2 2026 13F filing. The largest position was ASND at 23.7% of the reported book, followed by PARABILIS MEDICINES INC and RYTM. Against the Q1 2026 filing, it opened 9 new positions, added to 7 and reduced 6 among the top 50 holdings.
What did RA Capital Management own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | ASND ASCENDIS PHARMA A/S | 23.7% | $2.7bn | 10,281,496 | – | new | |
| 2 | PARABILIS MEDICINES INC | 6.8% | $791.9m | 28,933,371 | – | new | |
| 3 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 6.4% | $740.2m | 6,666,837 | 0% | held |
| 4 | PCVX VAXCYTE INC | Healthcare | 5.8% | $667.0m | 11,474,599 | 0% | held |
| 5 | SION SIONNA THERAPEUTICS INC | 3.8% | $435.7m | 9,905,045 | 0% | held | |
| 6 | TYRA TYRA BIOSCIENCES INC | Healthcare | 3.4% | $389.6m | 12,198,625 | 0% | held |
| 7 | EWTX EDGEWISE THERAPEUTICS INC | 2.9% | $341.0m | 8,392,730 | -20% | reduced | |
| 8 | NEWAMSTERDAM PHARMA CO NV | 2.8% | $323.7m | 9,550,191 | 0% | held | |
| 9 | HEMAB THERAPEUTICS HOLDINGS | 2.5% | $286.8m | 7,808,627 | – | new | |
| 10 | SEPN SEPTERNA INC | 2.0% | $234.3m | 6,995,858 | 0% | held | |
| 11 | CLYM CLIMB BIO INC | 2.0% | $230.1m | 11,300,939 | 0% | held | |
| 12 | BCAX BICARA THERAPEUTICS INC | 1.9% | $215.4m | 7,255,993 | 0% | held | |
| 13 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 1.8% | $207.6m | 7,692,750 | 0% | held |
| 14 | GHRS GH RESEARCH PLC | 1.8% | $205.3m | 7,636,813 | -1% | reduced | |
| 15 | IRON DISC MEDICINE INC | Healthcare | 1.5% | $179.2m | 2,450,221 | 0% | held |
| 16 | SPYGLASS PHARMA INC | 1.5% | $178.6m | 8,021,117 | 0% | held | |
| 17 | ARTV ARTIVA BIOTHERAPEUTICS INC | 1.5% | $174.2m | 17,955,642 | 82% | added | |
| 18 | JANX JANUX THERAPEUTICS INC | Healthcare | 1.5% | $171.9m | 11,189,693 | 0% | held |
| 19 | TSHA TAYSHA GENE THERAPIES INC | Healthcare | 1.4% | $160.4m | 23,555,648 | 0% | held |
| 20 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 1.4% | $158.3m | 15,827,186 | 0% | held |
| 21 | WVE WAVE LIFE SCIENCES LTD | Healthcare | 1.4% | $156.7m | 26,975,505 | 0% | held |
| 22 | NUVALENT INC-A | 1.3% | $153.9m | 1,246,456 | -51% | reduced | |
| 23 | ABVX ABIVAX SA-ADR | 1.3% | $150.9m | 1,132,557 | – | new | |
| 24 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 1.3% | $148.0m | 1,554,597 | – | new |
| 25 | SLDB SOLID BIOSCIENCES INC | Healthcare | 1.0% | $120.2m | 12,036,126 | 29% | added |
| 26 | ZLAB ZAI LAB LTD-ADR | Healthcare | 0.9% | $109.1m | 5,743,533 | 1% | added |
| 27 | SPRY ARS PHARMACEUTICALS INC | Healthcare | 0.8% | $87.0m | 10,860,977 | 0% | held |
| 28 | XNCR XENCOR INC | Healthcare | 0.7% | $84.9m | 5,274,274 | 8% | added |
| 29 | JBIO JADE BIOSCIENCES INC | 0.7% | $81.6m | 3,671,083 | 0% | held | |
| 30 | NTLA INTELLIA THERAPEUTICS INC | Healthcare | 0.7% | $76.6m | 4,526,926 | – | new |
| 31 | LB PHARMACEUTICALS INC | 0.6% | $71.7m | 2,208,604 | 0% | held | |
| 32 | DFTX DEFINIUM THERAPEUTICS INC | Healthcare | 0.6% | $70.6m | 1,500,000 | – | new |
| 33 | ACRS ACLARIS THERAPEUTICS INC | Healthcare | 0.6% | $67.3m | 12,723,026 | 87% | added |
| 34 | 4D MOLECULAR THERAPEUTICS IN | 0.6% | $67.2m | 5,049,779 | 0% | held | |
| 35 | SANA SANA BIOTECHNOLOGY INC | Healthcare | 0.6% | $65.4m | 18,750,000 | – | new |
| 36 | DMRA DAMORA THERAPEUTICS INC | Healthcare | 0.5% | $62.4m | 2,399,702 | 0% | held |
| 37 | MNPR MONOPAR THERAPEUTICS INC | 0.5% | $61.8m | 667,207 | 0% | held | |
| 38 | ABOS ACUMEN PHARMACEUTICALS INC | 0.5% | $56.1m | 20,992,669 | 0% | held | |
| 39 | GERN GERON CORP | Healthcare | 0.5% | $54.8m | 42,809,751 | -33% | reduced |
| 40 | RZLT REZOLUTE INC | 0.4% | $49.1m | 9,445,039 | 3% | added | |
| 41 | EVMN EVOMMUNE INC | 0.4% | $46.4m | 3,494,638 | 0% | held | |
| 42 | VOR VOR BIOPHARMA INC | 0.4% | $44.2m | 2,402,095 | -56% | reduced | |
| 43 | IPSC CENTURY THERAPEUTICS INC | Healthcare | 0.4% | $43.5m | 17,754,430 | 0% | held |
| 44 | AKTS AKTIS ONCOLOGY INC | 0.4% | $42.4m | 1,314,405 | -13% | reduced | |
| 45 | BIOA BIOAGE LABS INC | 0.4% | $41.0m | 1,671,648 | 1% | added | |
| 46 | CCCC C4 THERAPEUTICS INC | Healthcare | 0.3% | $37.4m | 8,000,000 | 0% | held |
| 47 | MIRM MIRUM PHARMACEUTICALS INC | Healthcare | 0.3% | $37.3m | 318,554 | 0% | held |
| 48 | CAPR CAPRICOR THERAPEUTICS INC | Healthcare | 0.3% | $36.3m | 1,507,844 | 0% | held |
| 49 | PEPG PEPGEN INC | Healthcare | 0.3% | $36.1m | 20,064,545 | 0% | held |
| 50 | PRLD PRELUDE THERAPEUTICS INC | 0.3% | $34.5m | 6,475,882 | – | new |
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.