RCM

RA Capital Management Portfolio holdings

AUM $8.12B
1-Year Est. Return 46.06%
This Quarter Est. Return
1 Year Est. Return
+46.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.12B
AUM Growth
+$2.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$64.8M
3
+$59.9M
4
MLYS icon
Mineralys Therapeutics
MLYS
+$44.6M
5
PEPG icon
PepGen
PEPG
+$43.3M

Top Sells

1
+$92.5M
2
+$48.1M
3
+$40.6M
4
ELVN icon
Enliven Therapeutics
ELVN
+$17M
5
HNGE
Hinge Health
HNGE
+$15.5M

Sector Composition

1 Healthcare 99.83%
2 Financials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BBNX
76
Beta Bionics
BBNX
$1.31B
– –
-500,000
HNGE
77
Hinge Health
HNGE
$3.87B
– –
-300,000
OMDA
78
Omada Health Inc
OMDA
$1.08B
– –
-400,000
1 2 3
4