Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.
| Fund | Change | Quarter |
|---|---|---|
| Blue Owl Capital Holdings LP | Blue Owl Capital Holdings LP increased this position by 75% ($56,556,516 -> $98,953,158). | 2026-06-30 |
| EcoR1 Capital, LLC | EcoR1 Capital, LLC increased this position by 80% ($86,309,750 -> $155,492,636). | 2026-06-30 |
| MPM BIOIMPACT LLC | MPM BIOIMPACT LLC increased this position by 80% ($86,513,750 -> $155,860,155). | 2026-06-30 |
| RTW INVESTMENTS, LP | RTW INVESTMENTS, LP increased this position by 80% ($28,481,649 -> $51,311,546). | 2026-06-30 |
| WELLINGTON MANAGEMENT GROUP LLP | WELLINGTON MANAGEMENT GROUP LLP increased this position by 56% ($40,285,632 -> $62,956,277). | 2026-06-30 |
| TCG Crossover Management, LLC | TCG Crossover Management, LLC opened a new position worth $22,450,129. | 2026-06-30 |
| RA CAPITAL MANAGEMENT, L.P. | RA CAPITAL MANAGEMENT, L.P. increased this position by 58% ($26,890,173 -> $42,363,273). | 2026-06-30 |
| BAKER BROS. ADVISORS LP | BAKER BROS. ADVISORS LP increased this position by 80% ($17,824,719 -> $32,112,393). | 2026-06-30 |
Largest reported positions as of 2026-06-30.
| Fund | Value | Shares |
|---|---|---|
| MPM BIOIMPACT LLC | $155,860,155 | 4,835,872 |
| EcoR1 Capital, LLC | $155,492,636 | 4,824,469 |
| Blue Owl Capital Holdings LP | $98,953,158 | 3,070,219 |
| WELLINGTON MANAGEMENT GROUP LLP | $62,956,277 | 1,953,344 |
| RTW INVESTMENTS, LP | $51,311,546 | 1,592,043 |
| RA CAPITAL MANAGEMENT, L.P. | $42,363,273 | 1,314,405 |
| Jupiter Topco LLC | $42,358,825 | 1,314,267 |
| BAKER BROS. ADVISORS LP | $32,112,393 | 996,351 |
| Octagon Capital Advisors LP | $30,968,099 | 960,847 |
| VANGUARD CAPITAL MANAGEMENT LLC | $26,334,327 | 817,075 |
Data compiled from public SEC filings. This is informational reporting, not investment advice.
Blue Owl Capital Holdings LP’s portfolio moves, tracked quarter by quarter, based on its SEC Form 13F filings. These filings offer a quarterly snapshot of U.S. equity holdings for institutional investment managers, revealing what a fund added, trimmed, or exited entirely. They do not show exact trade dates or the reasoning behind a move, but … Read more