RC

RA CAPITAL MANAGEMENT, L.P.

13F
RA CAPITAL MANAGEMENT, L.P.
Last update 2025-05-16 85 Stocks (11 new)
Value $5.99 Bil Turnover 12 %
Countries:
Top Holdings: ASND(26.76%)PCVX(7.69%)RYTM(5.38%)JANX(5.05%)NAMS(3.47%)
Summary Stock Picks Current Portfolio
RA CAPITAL MANAGEMENT, L.P. 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
ASND
Ascendis Pharma AS
10,281,496
1,602,474.0
+1.67%
26.760
+0.44%
17.030
+22.39%
+22.15%
10,172.6
Biotechnology
PCVX
Vaxcyte Inc
12,189,149
460,262.3
+40.28%
7.690
+2.21%
9.450
+10.79%
-59.13%
4,316.5
Biotechnology
RYTM
Rhythm Pharmaceuticals Inc
6,084,412
322,291.3
0%
5.380
0%
9.560
+12.84%
+16.36%
4,144.3
Biotechnology
JANX
Janux Therapeutics Inc
11,189,693
302,121.7
+7.95%
5.050
+0.37%
18.910
+2.77%
-54.33%
1,446.8
Biotechnology
NAMS
NewAmsterdam Pharma Co NV
10,138,938
207,544.1
+14.63%
3.470
+0.44%
9.030
+32.06%
-22.10%
2,247.7
Biotechnology
ACLX
Arcellx Inc
3,036,527
199,196.2
+8.94%
3.330
+0.27%
5.510
+24.18%
-13.21%
3,667.9
Biotechnology
EWTX
Edgewise Therapeutics Inc
8,909,091
196,000.0
0%
3.270
0%
8.470
+13.32%
-51.24%
1,369.7
Biotechnology
RNA
Avidity Biosciences Inc
6,300,408
185,988.0
0%
3.110
0%
5.230
+21.47%
+0.58%
3,525.2
Biotechnology
WVE
WAVE Life Sciences Ltd
18,202,009
147,072.2
0%
2.460
0%
11.810
+24.11%
-43.82%
1,081.2
Biotechnology
ETNB
89bio Inc
19,889,683
144,598.0
+40.31%
2.410
+0.69%
13.620
+106.00%
+27.24%
1,452.5
Biotechnology

RA CAPITAL MANAGEMENT, L.P.'s Historical Top Holdings Breakdowns

RA CAPITAL MANAGEMENT, L.P.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LEGN
Legend Biotech Corp
2025-03-31
Sold Out
Sold Out
-3.25%
●
31.43 ($35.86) 39.7
$37.46
4.46%
Sold Out
0
-7,506,934
PCVX
Vaxcyte Inc
2025-03-31
Add
Add
+2.21%
●
37.76 ($79.95) 92.13
$33.36
-58.27%
Add 40.28%
12,189,149
3,499,959
SION
Sionna Therapeutics Inc
2025-03-31
New Buy
New Buy
+1.82%
●
0 ($15.65) 22.24
$21.39
36.68%
New holding
10,445,322
10,445,322
XBI
SPDR Biotech ETF
2025-03-31
Sold Out
Sold Out
-1.47%
●
81.1 ($89.38) 94.7
$84.73
-5.20%
Sold Out
0
-1,228,240
IRON
Disc Medicine Inc
2025-03-31
New Buy
New Buy
+1.31%
●
49.64 ($55.6) 63.82
$53.19
-4.33%
New holding
1,577,106
1,577,106
AXSM
Axsome Therapeutics Inc
2025-03-31
Sold Out
Sold Out
-1.13%
●
80.05 ($113.93) 137.75
$108.85
-4.46%
Sold Out
0
-1,000,000
VRNA
Verona Pharma PLC
2025-03-31
Sold Out
Sold Out
-1.09%
●
44.81 ($59.82) 69.63
$87.08
45.57%
Sold Out
0
-1,766,830
GERN
Geron Corp
2025-03-31
Add
Add
+0.80%
●
1.59 ($2.44) 3.6
$1.37
-43.85%
Add 101.2%
60,379,366
30,369,830
PRAX
Praxis Precision Medicines Inc
2025-03-31
Sold Out
Sold Out
-0.78%
●
33.55 ($62.45) 90.77
$46.49
-25.55%
Sold Out
0
-761,955
ETNB
89bio Inc
2025-03-31
Add
Add
+0.69%
●
6.1 ($8.74) 11.66
$10.06
15.10%
Add 40.31%
19,889,683
5,714,285

RA CAPITAL MANAGEMENT, L.P. Total Holding History ($B)

To

RA CAPITAL MANAGEMENT, L.P.'s Asset Allocation

To

RA CAPITAL MANAGEMENT, L.P. Past Portfolios

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

Top Ranked Articles

  • 1

RA CAPITAL MANAGEMENT, L.P.'s Hypothetical Growth since 2025-03-31

RA CAPITAL MANAGEMENT, L.P.'s Yearly Returns

Year Portfolio % % Excess Gain %

RA CAPITAL MANAGEMENT, L.P.'s Holdings Heat Map

Size field:

RA CAPITAL MANAGEMENT, L.P.'s Holdings Bubble Chart

RA CAPITAL MANAGEMENT, L.P. News

  • 1

Discussions on RA CAPITAL MANAGEMENT, L.P.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.