ADAR1 Capital Management’s Janux Therapeutics JANX Stock Holding History

ADAR1 Capital Management’s Portfolio JANX Stock Details JANX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.46M	Buy	420,881 +122,335	+41%	+$1.77M	0.3%	79
2026 Q1	$4.15M	Buy	298,546 +53,094	+22%	+$728K	0.24%	87
2025 Q4	$3.39M	Sell	245,452 -105,580	-30%	-$2.48M	0.25%	71
2025 Q3	$8.58M	Buy	351,032 +288,944	+465%	+$7.04M	0.81%	29
2025 Q2	$1.43M	Sell	62,088 -91,679	-60%	-$2.42M	0.22%	69
2025 Q1	$4.15M	Buy	153,767 +122,258	+388%	+$4.61M	0.77%	37
2024 Q4	$1.69M	Buy	31,509 +18,509	+142%	+$979K	0.34%	56
2024 Q3	$591K	Buy	13,000 +5,109	+65%	+$222K	0.1%	105
2024 Q2	$331K	Sell	7,891 -6,109	-44%	-$287K	0.06%	120
2024 Q1	$527K	Buy	+14,000	New	+$305K	0.12%	80

Other funds holding JANX

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prosight Management Dallas, Texas $580M AUM 29.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TCM

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

ADAR1 Capital Management's JANX Position: Q2 2026 in Review

ADAR1 Capital Management increased its Janux Therapeutics (JANX) stake by 41% in Q2 2026, buying an estimated $1.77M and bringing the position to 420,881 shares worth $6.46M. The position accounts for 0.3% of the portfolio, ranked #79.

ADAR1 Capital Management first reported a position in JANX in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.58M in Q3 2025. 197 funds tracked by Wall St. Rank hold JANX as of Q2 2026.

ADAR1 Capital Management held 420,881 shares of Janux Therapeutics worth $6.46M as of Q2 2026.
ADAR1 Capital Management bought 122,335 Janux Therapeutics shares in Q2 2026, an estimated $1.77M.
Janux Therapeutics made up 0.3% of ADAR1 Capital Management's portfolio in Q2 2026, its #79 holding.
ADAR1 Capital Management first reported a position in Janux Therapeutics in Q1 2024 and has held it in 10 quarters since.
ADAR1 Capital Management's Janux Therapeutics position peaked at $8.58M in Q3 2025.
197 funds tracked by Wall St. Rank held Janux Therapeutics as of Q2 2026.

Based on ADAR1 Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.