13F filer

Adar1 Capital Management

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 1940272 SEC filings ↗
13F Value
$2.19B
Positions
277
Top Position
ABVX11.0%
Top 5
30.0%

Latest filing changes

vs Mar 31, 2026
1 ABVX Abivax +29.5%+$54.7M
2 AGIO Agios Pharmaceuticals +815.6%+$42.6M
4 ZLAB Zai Lab +136.4%+$36.9M
Holdings277
# Trend (4Q)
1 ABVX 11.0% $240.5M +29.5% 1.80M 9.1% ADR
2 PTGX 5.4% $117.8M -3.3% 960.9K 6.2% Common Stock
3 ROIV 5.1% $111.7M -3.9% 3.16M 5.4% Common Stock
4 SPY 4.4% $96.4M +70.0% 129.1K 2.9% ETF
5 IMVT 4.1% $89.8M -13.0% 2.33M 3.9% Common Stock
6 ZLAB 2.9% $64.0M +136.4% 3.37M 1.6% ADR
7 AGIO 2.2% $47.8M +815.6% 1.29M 0.3% Common Stock
8 CRNX 2.1% $45.7M +7.3% 1.22M 2.4% Common Stock
9 BOXX 1.8% $39.5M — 337.1K 2.3% ETF
10 CYTK 1.8% $39.0M -27.6% 457.9K 2.5% Common Stock
11 SEPN 1.4% $31.5M -13.7% 940.7K 1.5% Common Stock
12 AVR 1.4% $31.0M -17.0% 3.15M 1.2% Common Stock
13 EDIT 1.3% $28.8M NEW 8.89M — Common Stock
14 DNLI 1.2% $26.5M -45.0% 1.03M 2.1% Common Stock
15 SYRE 1.2% $25.2M -16.1% 284.0K 1.0% Common Stock
16 VIR 1.1% $25.0M -10.5% 2.46M 1.4% Common Stock
17 PRAX 1.1% $24.9M >999% 74.3K <0.1% Common Stock
18 INSM 1.1% $24.4M +545.7% 228.5K 0.3% Common Stock
19 CLDX 1.1% $23.1M +44.8% 619.5K 0.8% Common Stock
20 VKTX 1.0% $22.4M +152.1% 574.0K 0.4% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing77
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.