OC

Octagon Capital Advisors LP

13F
Octagon Capital Advisors LP
Last update 2025-05-16 35 Stocks (8 new)
Value $517.00 Mil Turnover 27 %
Countries:
Top Holdings: NUVB.WS(9.31%)APLS(8.86%)DNTH(8.22%)AVBP(7.37%)TRVI(4.04%)
Summary Stock Picks Current Portfolio
Octagon Capital Advisors LP Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NUVB.WS 		Nuvation Bio Inc
27,330,800
48,102.2
+8,650.45%
9.310
+9.20%
-
0%
0%
0
Biotechnology
APLS 		Apellis Pharmaceuticals Inc
2,094,000
45,795.8
-30.36%
8.860
-4.79%
1.670
-32.68%
-46.94%
2,127.8
Biotechnology
DNTH 		Dianthus Therapeutics Inc
2,341,667
42,477.8
+10.97%
8.220
+0.81%
7.280
-19.58%
-20.32%
558.6
Biotechnology
AVBP 		ArriVent BioPharma Inc
2,059,387
38,078.1
0%
7.370
0%
6.020
-9.95%
-20.20%
727.4
Biotechnology
TRVI 		Trevi Therapeutics Inc
3,322,000
20,895.4
New Holding
4.040
+4.04%
3.270
+44.14%
+58.13%
662.9
Biotechnology
CNTA 		Centessa Pharmaceuticals PLC
1,425,000
20,491.5
-28.50%
3.970
-1.56%
1.070
-13.12%
-19.34%
1,805.2
Biotechnology
GOSS 		Gossamer Bio Inc
18,350,000
20,185.0
0%
3.910
0%
8.080
-9.35%
+23.26%
253.4
Biotechnology
OCUL 		Ocular Therapeutix Inc
2,425,000
17,775.3
0%
3.440
0%
1.520
+12.04%
-6.32%
1,274.4
Biotechnology
MNMD 		Mind Medicine Inc
3,018,000
17,655.3
0%
3.420
0%
3.990
+8.04%
+4.31%
548.5
Biotechnology
COGT 		Cogent Biosciences Inc
2,763,000
16,550.4
0%
3.200
0%
2.430
-27.76%
-30.26%
619.4
Biotechnology

Octagon Capital Advisors LP's Historical Top Holdings Breakdowns

Octagon Capital Advisors LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
APLS 		Apellis Pharmaceuticals Inc2025-03-31Reduce
-4.79%
●
21.87 ($27.62) 34.63
$16.93
-38.70%
Reduce -30.36%
2,094,000
-912,980
TRVI 		Trevi Therapeutics Inc2025-03-31New Buy
+4.04%
●
3.56 ($4.77) 6.81
$6.51
36.58%
New holding
3,322,000
3,322,000
INSM 		Insmed Inc2025-03-31Sold Out
-3.77%
●
65.25 ($76.49) 83.83
$69.73
-8.83%
Sold Out
0
-332,000
VRNA 		Verona Pharma PLC2025-03-31Reduce
-2.71%
●
44.81 ($59.82) 69.63
$81.16
35.67%
Reduce -61.97%
217,264
-354,000
TRML 		Tourmaline Bio Inc2025-03-31New Buy
+2.66%
●
12.21 ($16.03) 21.74
$16.68
4.05%
New holding
905,000
905,000
DYN 		Dyne Therapeutics Inc2025-03-31Sold Out
-2.59%
●
10.46 ($14.3) 25.46
$11.98
-16.22%
Sold Out
0
-668,000
MLTX 		MoonLake Immunotherapeutics2025-03-31New Buy
+2.24%
●
36.75 ($43.09) 53.57
$39.01
-9.47%
New holding
296,000
296,000
VSTM 		Verastem Inc2025-03-31New Buy
+2.01%
●
5.04 ($6.11) 7.53
$7.51
22.91%
New holding
1,720,000
1,720,000
BBIO 		BridgeBio Pharma Inc2025-03-31Sold Out
-1.99%
●
28.12 ($33.72) 37.59
$34.25
1.57%
Sold Out
0
-441,600
CNTA 		Centessa Pharmaceuticals PLC2025-03-31Reduce
-1.56%
●
14.38 ($16.36) 19.03
$13.51
-17.42%
Reduce -28.5%
1,425,000
-568,052

Octagon Capital Advisors LP Total Holding History ($B)

To

Octagon Capital Advisors LP's Asset Allocation

To

Octagon Capital Advisors LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Octagon Capital Advisors LP's Hypothetical Growth since 2025-03-31

Octagon Capital Advisors LP's Yearly Returns

Year Portfolio % % Excess Gain %

Octagon Capital Advisors LP's Holdings Heat Map

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Octagon Capital Advisors LP's Holdings Bubble Chart

Octagon Capital Advisors LP News

  • 1

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