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
$5.94B
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1 +$111M
2 +$29.3M
3 +$27.4M
4
HNGE
Hinge Health
HNGE
+$15.5M
5
TYRA icon
Tyra Biosciences
TYRA
+$14.9M

Top Sells

1 +$58.6M
2 +$46.8M
3 +$45.6M
4
URGN icon
UroGen Pharma
URGN
+$35.5M
5
RYTM icon
Rhythm Pharmaceuticals
RYTM
+$33.1M

Sector Composition

1 Healthcare 99.82%
2 Financials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LXEO icon
76
Lexeo Therapeutics
LXEO
$547M
-546,554
NRIX icon
77
Nurix Therapeutics
NRIX
$1.91B
-1,333,333
SCLX icon
78
Scilex Holding
SCLX
$80.6M
-29,606
SERA icon
79
Sera Prognostics
SERA
$136M
-3,032,808
STRO icon
80
Sutro Biopharma
STRO
$111M
-443,464
URGN icon
81
UroGen Pharma
URGN
$915M
-3,206,271
XNCR icon
82
Xencor
XNCR
$943M
-575,000
ZLAB icon
83
Zai Lab
ZLAB
$2.09B
-1,295,040
ZURA icon
84
Zura Bio
ZURA
$305M
-3,217,503
BOLD
85
Boundless Bio
BOLD
$28M
-2,180,631
BIOA
86
BioAge Labs
BIOA
$771M
-1,052,494
CBLL
87
CeriBell Inc
CBLL
$847M
-824,582
INSM icon
88
Insmed
INSM
$34B
-200,000
ITOS
89
DELISTED
iTeos Therapeutics
ITOS
-3,649,057
KURA icon
90
Kura Oncology
KURA
$775M
-4,004,610