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
+13.53%
+26.93%
10,570.6
Biotechnology
PCVX
Vaxcyte Inc
12,189,149
460,262.3
+40.28%
7.690
+2.21%
9.450
+16.71%
-56.90%
4,551.3
Biotechnology
RYTM
Rhythm Pharmaceuticals Inc
6,084,412
322,291.3
0%
5.380
0%
9.560
+43.92%
+59.63%
5,896.8
Biotechnology
JANX
Janux Therapeutics Inc
11,189,693
302,121.7
+7.95%
5.050
+0.37%
18.910
-11.36%
-51.89%
1,524.4
Biotechnology
NAMS
NewAmsterdam Pharma Co NV
10,138,938
207,544.1
+14.63%
3.470
+0.44%
9.030
+30.88%
-18.21%
2,359.9
Biotechnology
ACLX
Arcellx Inc
3,036,527
199,196.2
+8.94%
3.330
+0.27%
5.510
+10.94%
-11.14%
3,755.5
Biotechnology
EWTX
Edgewise Therapeutics Inc
8,909,091
196,000.0
0%
3.270
0%
8.470
+2.76%
-49.89%
1,407.6
Biotechnology
RNA
Avidity Biosciences Inc
6,300,408
185,988.0
0%
3.110
0%
5.230
+18.82%
+9.01%
3,820.5
Biotechnology
WVE
WAVE Life Sciences Ltd
18,202,009
147,072.2
0%
2.460
0%
11.810
+22.77%
-37.67%
1,199.4
Biotechnology
ETNB
89bio Inc
19,889,683
144,598.0
+40.31%
2.410
+0.69%
13.620
+73.72%
+34.40%
1,534.3
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
$39.59
10.40%
Sold Out
0
-7,506,934
PCVX
Vaxcyte Inc
2025-03-31
Add
Add
+2.21%
●
37.76 ($79.95) 92.13
$35.28
-55.87%
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
$18.53
18.40%
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
$85.91
-3.88%
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
$56.27
1.21%
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
$110.12
-3.34%
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
$104.77
75.14%
Sold Out
0
-1,766,830
GERN
Geron Corp
2025-03-31
Add
Add
+0.80%
●
1.59 ($2.44) 3.6
$1.26
-48.36%
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
$51.89
-16.91%
Sold Out
0
-761,955
ETNB
89bio Inc
2025-03-31
Add
Add
+0.69%
●
6.1 ($8.74) 11.66
$10.51
20.25%
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

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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

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