In Q1 2026, RA Capital Management held 83 positions worth $9.2B. They initiated 15 new positions and exited 78. Their largest holding was ASND ($2.4B). Portfolio value grew +3.0% versus the prior quarter.
Frequently asked questions
What stocks did RA Capital Management own in Q1 2026?
RA Capital Management held 83 biotech stocks in their 13F portfolio in Q1 2026. Their top positions include ASND, PCVX, RYTM, TYRA, SION. 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 2026?
RA Capital Management's tracked biotech portfolio was worth $9.2B across 83 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 2026?
RA Capital Management initiated 15 new positions in Q1 2026, including SGP, SRPT, DMRA, IPSC, MIRM and 10 more. They also increased 24 existing positions.
What did RA Capital Management sell in Q1 2026?
RA Capital Management fully exited 78 positions in Q1 2026, including IDYA, COGT, CELC, NRIX, ITOS and 73 more. They also trimmed 3 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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