EcoR1 Capital, LLC 13F Holdings · Q2 2026
EcoR1 Capital, LLC reported 31 securities worth $2.06B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ZYME (29.19%), ANAB (25.86%), AKTS (7.56%). Among its top 25 positions this quarter: 7 new, 3 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ZYME | ZYMEWORKS INC | $600.4M | 29.19% | 23.0M | Hold |
| 2 | ANAB | ANAPTYSBIO INC | $531.9M | 25.86% | 7.9M | Hold |
| 3 | AKTS | AKTIS ONCOLOGY INC | $155.5M | 7.56% | 4.8M | Hold |
| 4 | CGON | CG ONCOLOGY INC | $146.1M | 7.10% | 2.1M | Added |
| 5 | ETON | ETON PHARMACEUTICALS INC | $78.6M | 3.82% | 2.2M | Hold |
| 6 | CRSP | CRISPR THERAPEUTICS AG | $75.8M | 3.68% | 1.4M | Hold |
| 7 | ORIC | ORIC PHARMACEUTICALS INC | $72.9M | 3.54% | 6.7M | Hold |
| 8 | TRAX | FIRST TRACKS BIOTHERAPEUTICS | $63.9M | 3.11% | 3.2M | New |
| 9 | LKFT | LAKEFRONT BIOTHERAPEUTICS NV | $50.0M | 2.43% | 1.7M | Hold |
| 10 | NGNE | NEUROGENE INC | $40.0M | 1.94% | 1.3M | Hold |
| 11 | FULC | FULCRUM THERAPEUTICS INC | $24.0M | 1.17% | 6.5M | New |
| 12 | STOK | STOKE THERAPEUTICS INC | $24.0M | 1.17% | 735,000 | Added |
| 13 | LEGN | LEGEND BIOTECH CORP | $23.1M | 1.12% | 800,000 | New |
| 14 | BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $21.5M | 1.05% | 2.8M | Hold |
| 15 | MBX | MBX BIOSCIENCES INC | $21.4M | 1.04% | 388,500 | Trimmed |
| 16 | ZBIO | ZENAS BIOPHARMA INC | $20.0M | 0.97% | 789,500 | Hold |
| 17 | ATRA | ATARA BIOTHERAPEUTICS INC | $17.8M | 0.87% | 1.6M | Added |
| 18 | RLAY | RELAY THERAPEUTICS INC | $13.1M | 0.63% | 697,948 | Trimmed |
| 19 | AURA | AURA BIOSCIENCES INC | $11.8M | 0.58% | 1.7M | New |
| 20 | ODTX | ODYSSEY THERAPEUTICS INC | $10.4M | 0.51% | 555,555 | New |
| 21 | EIKN | EIKON THERAPEUTICS INC | $9.6M | 0.46% | 732,606 | Hold |
| 22 | PHVS | PHARVARIS N V | $8.1M | 0.40% | 235,000 | New |
| 23 | ZURA | ZURA BIO LTD | $7.0M | 0.34% | 1.2M | Hold |
| 24 | PHAT | PHATHOM PHARMACEUTICALS INC | $6.8M | 0.33% | 625,000 | Hold |
| 25 | NRIX | NURIX THERAPEUTICS INC | $6.6M | 0.32% | 270,000 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR