TCM
Tang Capital Management Portfolio holdings
AUM
$1.98B
1-Year Est. Return
21.62%
1 Year Est. Return
+21.62%
AUM
$1.81B
AUM Growth
+$296M
(+20%)
Holding
208
Top Buys
| 1 | +$50.6M | |
| 2 | +$45.2M | |
| 3 | +$33.1M | |
| 4 |
Spyre Therapeutics
SYRE
|
+$33.1M |
| 5 |
SLRN
ACELYRIN
SLRN
|
+$24.3M |
Top Sells
| 1 | +$10.6M | |
| 2 | +$7.23M | |
| 3 | +$4.82M | |
| 4 |
ALMS
Alumis Inc
ALMS
|
+$4.72M |
| 5 |
Seer Inc
SEER
|
+$1.52M |
Sector Composition
| 1 | Healthcare | 94.79% |
| 2 | Technology | 1.25% |
| 3 | Communication Services | 1.23% |
| 4 | Consumer Discretionary | 0.99% |
| 5 | Financials | 0.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Tarsus Pharmaceuticals
TARS
$2.99B
| $126M | 6.98% |
2,454,797
+200,000
|
|
||
2
Galapagos
GLPG
$2.07B
| $99.5M | 5.51% |
3,961,797
+1,800,597
|
|
||
3
Aurinia Pharmaceuticals
AUPH
$1.56B
| $80.6M | 4.46% |
10,029,500
+1,600,000
|
|
||
4
Dynavax Technologies
DVAX
$1.18B
| $74.6M | 4.13% |
5,750,000
+3,900,000
|
|
||
5
Evolus
EOLS
$433M
| $60.1M | 3.33% |
4,997,399
|
|
||
6
KalVista Pharmaceuticals
KALV
$583M
| $57M | 3.16% |
4,941,798
+47,951
|
|
||
7
Immunocore
IMCR
$1.71B
| $56.8M | 3.14% |
1,915,708
+360,108
|
|
||
8
Mirum Pharmaceuticals
MIRM
$3.47B
| $55.7M | 3.08% |
1,237,107
|
|
||
9
PTC Therapeutics
PTCT
$5.34B
| $51M | 2.82% |
1,000,000
+300,000
|
|
||
10
Kiniksa Pharmaceuticals
KNSA
$2.88B
| $47.1M | 2.6% |
2,118,579
+1,489,970
|
|
||
11
Viridian Therapeutics
VRDN
$1.96B
| $37.6M | 2.08% |
2,792,925
+300,000
|
|
||
|
12
Spyre Therapeutics
SYRE
$1.82B
| $33.1M | 1.83% |
+2,050,000
|
|
||
|
ITCI
13
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $29M | 1.61% |
220,000
-80,000
|
|
||
14
AnaptysBio
ANAB
$987M
| $28.7M | 1.59% |
1,545,153
+214,274
|
|
||
15
Replimune Group
REPL
$632M
| $28.3M | 1.56% |
2,900,000
+200,000
|
|
||
16
Legend Biotech
LEGN
$6.06B
| $28.2M | 1.56% |
830,000
+380,000
|
|
||
17
Acadia Pharmaceuticals
ACAD
$3.53B
| $24.9M | 1.38% |
1,500,000
|
|
||
18
BioNTech
BNTX
$25.7B
| $24.6M | 1.36% |
270,000
|
|
||
|
SLRN
19
DELISTED
ACELYRIN
SLRN
| $24.3M | 1.34% |
+9,818,115
|
|
||
20
Jazz Pharmaceuticals
JAZZ
$8.18B
| $23.6M | 1.31% |
190,000
+50,000
|
|
||
21
ANI Pharmaceuticals
ANIP
$2.12B
| $21.3M | 1.18% |
317,500
|
|
||
22
Relay Therapeutics
RLAY
$1.23B
| $21.1M | 1.17% |
8,068,058
|
|
||
23
Compass Therapeutics
CMPX
$695M
| $21M | 1.16% |
11,052,632
+5,152,632
|
|
||
24
ADMA Biologics
ADMA
$3.51B
| $20.8M | 1.15% |
1,050,000
+500,000
|
|
||
|
LENZ
25
LENZ Therapeutics
LENZ
$1.02B
| $19.7M | 1.09% |
766,940
|
|