In Q1 2025, RA Capital Management held 76 positions worth $5.8B. They initiated 9 new positions and exited 37. Their largest holding was ASND ($1.6B).
Frequently asked questions
What stocks did RA Capital Management own in Q1 2025?
RA Capital Management held 76 biotech stocks in their 13F portfolio in Q1 2025. Their top positions include ASND, PCVX, RYTM, JANX, NAMSW. The full holdings table is available on BiotechEdge with position sizes, quarter-over-quarter changes, and AI analysis.
How much was RA Capital Management's portfolio worth in Q1 2025?
RA Capital Management's tracked biotech portfolio was worth $5.8B across 76 positions, with total assets under management of approximately $10B. Portfolio values are based on 13F filings with the SEC.
What did RA Capital Management buy in Q1 2025?
RA Capital Management initiated 9 new positions in Q1 2025, including SION, IRON, GKOS, RCUS, ACAD and 4 more. They also increased 12 existing positions.
What did RA Capital Management sell in Q1 2025?
RA Capital Management fully exited 37 positions in Q1 2025, including CGON, NUVL, TNYA, HELP, MGNX and 32 more. They also trimmed 4 existing positions.
Is RA Capital Management a biotech fund?
Crossover biotech fund that invests from late-stage private through public markets. Known for rigorous scientific analysis and the "biotech social contract" framework. Kolchinsky, a virologist by training, emphasizes understanding drug pricing dynamics and long-term value creation in biotech.
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