The Analysis of EcoR1 Capital, LLC's Holdings & P&L


Currently, EcoR1 Capital, LLC holds 30 types of securities in its portfolio with a total value $2.3B. In the most recent quarter, they have increased their positions in N/A (+23.0M shares, valued at $575.2M), ANAB (+7.9M shares, valued at $437.0M), JAZZ (+1.7M shares, valued at $322.6M); initiated new positions in N/A (+23.0M shares, valued at $575.2M), ANAB (+7.9M shares, valued at $437.0M), JAZZ (+1.7M shares, valued at $322.6M).


1M P&L
-164.9M-9.31%
3M P&L
+92.4M+6.10%
HY P&L
+136.7M+9.30%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology1.6B
96.7%
2Drug Manufacturers - Specialty & Generic53.6M
3.3%
3N/A129.5K
0.0%

Top Industries by Stock Count

1Biotechnology21 stocks
91.3%
2Drug Manufacturers - Specialty & Generic1 stocks
4.3%
3N/A1 stocks
4.3%
Stock Holdings
ZYMEWORKS INC
ZYMEWORKS INC
New
Shares23.0M
Event2026-03-31
Filed2026-05-15
ANAB
ANAPTYSBIO INC
New
Shares7.9M
Event2026-03-31
Filed2026-05-15
JAZZ
JAZZ PHARMACEUTICALS PLC
New
Shares1.7M
Event2026-03-31
Filed2026-05-15
CNTA
CENTESSA PHARMACEUTICALS PLC
New
Shares6.0M
Event2026-03-31
Filed2026-05-15
CRNX
CRINETICS PHARMACEUTICALS IN
New
Shares4.3M
Event2026-03-31
Filed2026-05-15
AKTIS ONCOLOGY INC
AKTIS ONCOLOGY INC
New
Shares4.8M
Event2026-03-31
Filed2026-05-15
ORIC
ORIC PHARMACEUTICALS INC
New
Shares6.7M
Event2026-03-31
Filed2026-05-15
CGON
CG ONCOLOGY INC
New
Shares1.1M
Event2026-03-31
Filed2026-05-15
CRSP
CRISPR THERAPEUTICS AG
New
Shares1.4M
Event2026-03-31
Filed2026-05-15
ETON
ETON PHARMACEUTICALS INC
New
Shares2.2M
Event2026-03-31
Filed2026-05-15
GLPG
GALAPAGOS NV
New
Shares1.7M
Event2026-03-31
Filed2026-05-15
XNCR
XENCOR INC
New
Shares2.2M
Event2026-03-31
Filed2026-05-15
NGNE
NEUROGENE INC
New
Shares1.3M
Event2026-03-31
Filed2026-05-15
BRIDGEBIO ONCOLOGY THERAPEUT
BRIDGEBIO ONCOLOGY THERAPEUT
New
Shares2.8M
Event2026-03-31
Filed2026-05-15
MBX
MBX BIOSCIENCES INC
New
Shares777.0K
Event2026-03-31
Filed2026-05-15
RLAY
RELAY THERAPEUTICS INC
New
Shares1.9M
Event2026-03-31
Filed2026-05-15
ZBIO
ZENAS BIOPHARMA INC
New
Shares789.5K
Event2026-03-31
Filed2026-05-15
ERAS
ERASCA INC
New
Shares900.0K
Event2026-03-31
Filed2026-05-15
New
Shares1.6M
Event2026-05-07
Filed2026-05-07
EIKON THERAPEUTICS INC
EIKON THERAPEUTICS INC
New
Shares732.6K
Event2026-03-31
Filed2026-05-15
REPL
REPLIMUNE GROUP INC
New
Shares1.0M
Event2026-03-31
Filed2026-05-15
ZURA
ZURA BIO LTD
New
Shares1.2M
Event2026-03-31
Filed2026-05-15
PHAT
PHATHOM PHARMACEUTICALS INC
New
Shares625.0K
Event2026-03-31
Filed2026-05-15
MREO
MEREO BIOPHARMA GROUP PLC
New
Shares13.4M
Event2026-03-31
Filed2026-05-15
STOK
STOKE THERAPEUTICS INC
New
Shares100.0K
Event2026-03-31
Filed2026-05-15
PRLD
PRELUDE THERAPEUTICS INC
New
Shares947.0K
Event2026-03-31
Filed2026-05-15
IBIO INC
IBIO INC
New
Shares1.6M
Event2026-03-31
Filed2026-05-15
HELIX ACQUISITION CORP III USD
HELIX ACQUISITION CORP III USD
New
Shares200.0K
Event2026-03-31
Filed2026-05-15
ATARA BIOTHERAPEUTICS INC
ATARA BIOTHERAPEUTICS INC
New
Shares99.6K
Event2026-03-31
Filed2026-05-15
SRZNW
SURROZEN INC
New
Shares4.4K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
CNTA Call
CENTESSA PHARMACEUTICALS PLC
New
Shares410.8K
Event2026-03-31
Filed2026-05-15

Put Option Holdings
No put option holdings data available