Sponsored

The Analysis of TCG Crossover Management, LLC's Holdings & P&L

Currently, TCG Crossover Management, LLC holds 49 types of securities in its portfolio with a total value $3.5B. In the most recent quarter, they have increased their positions in BCRX (+11.0M shares, valued at $104.9M), VOR (+5.7M shares, valued at $96.5M), MIRM (+1.0M shares, valued at $92.4M); decreased their positions in ABVX (-630.5K shares, valued at $70.2M), LQDA (-1.3M shares, valued at $49.3M), TNGX (-2.2M shares, valued at $46.7M); initiated new positions in BCRX (+11.0M shares, valued at $104.9M), VOR (+5.7M shares, valued at $96.5M), IRON (+1.3M shares, valued at $85.8M).

1M P&L

-463.4M-12.77%

3M P&L

+17.6M+0.56%

HY P&L

+314.7M+11.04%

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

1Biotechnology3.2B

95.9%

2Drug Manufacturers - Specialty & Generic104.9M

3.1%

3Medical Devices33.0M

1.0%

Top Industries by Stock Count

1Biotechnology41 stocks

95.3%

2Drug Manufacturers - Specialty & Generic1 stocks

2.3%

3Medical Devices1 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ABVX ABIVAX SA AMERICAN DEPOSITARY SHARES6.5M shares-8.87%2026-03-312026-05-15

CGON CG ONCOLOGY INC3.7M shares0.00%2026-03-312026-05-15

TNGX TANGO THERAPEUTICS INC10.5M shares-17.48%2026-03-312026-05-15

COGT COGENT BIOSCIENCES INC4.9M shares-15.70%2026-03-312026-05-15

CNTA CENTESSA PHARMACEUTICALS PLC4.3M shares0.00%2026-03-312026-05-15

DNTH DIANTHUS THERAPEUTICS INC1.7M shares0.00%2026-03-312026-05-15

TYRA TYRA BIOSCIENCES INC3.2M shares12.11%2026-03-312026-05-15

IMVT IMMUNOVANT INC4.5M shares168.40%2026-03-312026-05-15

Sponsored

BCRX BIOCRYST PHARMACEUTICALS INC11.0M sharesnew addition2026-03-312026-05-15

MIRM MIRUM PHARMACEUTICALS INC1.1M shares1611.63%2026-03-312026-05-15

VOR VOR BIOPHARMA INC5.7M sharesnew addition2026-03-312026-05-15

SYRE SPYRE THERAPEUTICS INC1.9M shares0.00%2026-03-312026-05-15

AMLX AMYLYX PHARMACEUTICALS INC6.2M shares0.00%2026-03-312026-05-15

IRON DISC MEDICINE INC1.3M sharesnew addition2026-03-312026-05-15

DYN DYNE THERAPEUTICS INC4.6M shares0.00%2026-03-312026-05-15

GLUE MONTE ROSA THERAPEUTICS INC4.6M shares0.00%2026-03-312026-05-15

Sponsored

SVRA SAVARA INC12.4M shares0.00%2026-03-312026-05-15

RVMD REVOLUTION MEDICINES INC576.5K shares32.08%2026-03-312026-05-15

KOD KODIAK SCIENCES INC1.4M shares0.00%2026-03-312026-05-15

LBRX LB PHARMACEUTICALS INC1.8M shares5.41%2026-03-312026-05-15

SURROZEN INC SURROZEN INC1.5M sharesnew addition2026-03-312026-05-15

ADCT ADC THERAPEUTICS SA11.4M shares0.00%2026-03-312026-05-15

RLAY RELAY THERAPEUTICS INC4.3M shares32.71%2026-03-312026-05-15

FULC FULCRUM THERAPEUTICS INC5.3M shares0.00%2026-03-312026-05-15

Sponsored

BIOHAVEN LTD BIOHAVEN LTD4.6M shares0.00%2026-03-312026-05-15

IPSC CENTURY THERAPEUTICS INC17.8M sharesnew addition2026-03-312026-05-15

TECX TECTONIC THERAPEUTIC INC1.2M sharesnew addition2026-03-312026-05-15

CATX PERSPECTIVE THERAPEUTICS INC7.9M sharesnew addition2026-03-312026-05-15

XNCR XENCOR INC2.5M shares0.00%2026-03-312026-05-15

TRDA ENTRADA THERAPEUTICS INC2.3M shares9.53%2026-03-312026-05-15

ALXO ALX ONCOLOGY HOLDINGS INC13.0M sharesnew addition2026-03-312026-05-15

ARVN ARVINAS HOLDING CO LLC2.4M shares-10.46%2026-03-312026-05-15

Sponsored

JANX JANUX THERAPEUTICS INC1.8M shares0.00%2026-03-312026-05-15

AGOMAB THERAPEUTICS NV AGOMAB THERAPEUTICS NV2.1M sharesnew addition2026-03-312026-05-15

ALEC ALECTOR INC10.0M shares0.00%2026-03-312026-05-15

MBX MBX BIOSCIENCES INC650.0K shares0.00%2026-03-312026-05-15

SLN SILENCE THERAPEUTICS PLC3.0M shares0.00%2026-03-312026-05-15

LQDA LIQUIDIA TECHNOLOGIES INC403.0K shares-76.43%2026-03-312026-05-15

OCUL OCULAR THERAPEUTIX INC1.6M shares-71.29%2026-03-312026-05-15

AVALO THERAPEUTICS INC AVALO THERAPEUTICS INC738.4K shares52.87%2026-03-312026-05-15

Sponsored

URGN UROGEN PHARMA LTD405.4K shares-43.49%2026-03-312026-05-15

MONOPAR THERAPEUTICS INC MONOPAR THERAPEUTICS INC132.1K shares-6.91%2026-03-312026-05-15

CNTX CONTEXT THERAPEUTICS INC2.7M sharesnew addition2026-03-312026-05-15

GPCR STRUCTURE THERAPEUTICS INC140.4K shares-84.75%2026-03-312026-05-15

CGEM CULLINAN THERAPEUTICS INC406.8K sharesnew addition2026-03-312026-05-15

KRRO KORRO BIO INC416.3K shares0.00%2026-03-312026-05-15

ATHA LEONABIO INC464.4K shares0.00%2026-03-312026-05-15

UPB UPSTREAM BIO INC181.1K shares-75.66%2026-03-312026-05-15

Sponsored

VISTAGEN THERAPEUTICS INC VISTAGEN THERAPEUTICS INC2.7M shares0.00%2026-03-312026-05-15

ABVX

ABIVAX SA AMERICAN DEPOSITARY SHARES

-8.87%

Shares6.5M

Event2026-03-31

Filed2026-05-15

CGON

CG ONCOLOGY INC

0.00%

Shares3.7M

Event2026-03-31

Filed2026-05-15

TNGX

TANGO THERAPEUTICS INC

-17.48%

Shares10.5M

Event2026-03-31

Filed2026-05-15

COGT

COGENT BIOSCIENCES INC

-15.70%

Shares4.9M

Event2026-03-31

Filed2026-05-15

CNTA

CENTESSA PHARMACEUTICALS PLC

0.00%

Shares4.3M

Event2026-03-31

Filed2026-05-15

DNTH

DIANTHUS THERAPEUTICS INC

0.00%

Shares1.7M

Event2026-03-31

Filed2026-05-15

TYRA

TYRA BIOSCIENCES INC

12.11%

Shares3.2M

Event2026-03-31

Filed2026-05-15

IMVT

IMMUNOVANT INC

168.40%

Shares4.5M

Event2026-03-31

Filed2026-05-15

BCRX

BIOCRYST PHARMACEUTICALS INC

New

Shares11.0M

Event2026-03-31

Filed2026-05-15

MIRM

MIRUM PHARMACEUTICALS INC

1611.63%

Shares1.1M

Event2026-03-31

Filed2026-05-15

VOR

VOR BIOPHARMA INC

New

Shares5.7M

Event2026-03-31

Filed2026-05-15

SYRE

SPYRE THERAPEUTICS INC

0.00%

Shares1.9M

Event2026-03-31

Filed2026-05-15

AMLX

AMYLYX PHARMACEUTICALS INC

0.00%

Shares6.2M

Event2026-03-31

Filed2026-05-15

IRON

DISC MEDICINE INC

New

Shares1.3M

Event2026-03-31

Filed2026-05-15

DYN

DYNE THERAPEUTICS INC

0.00%

Shares4.6M

Event2026-03-31

Filed2026-05-15

GLUE

MONTE ROSA THERAPEUTICS INC

0.00%

Shares4.6M

Event2026-03-31

Filed2026-05-15

SVRA

SAVARA INC

0.00%

Shares12.4M

Event2026-03-31

Filed2026-05-15

RVMD

REVOLUTION MEDICINES INC

32.08%

Shares576.5K

Event2026-03-31

Filed2026-05-15

KOD

KODIAK SCIENCES INC

0.00%

Shares1.4M

Event2026-03-31

Filed2026-05-15

LBRX

LB PHARMACEUTICALS INC

5.41%

Shares1.8M

Event2026-03-31

Filed2026-05-15

SURROZEN INC

New

Shares1.5M

Event2026-03-31

Filed2026-05-15

ADCT

ADC THERAPEUTICS SA

0.00%

Shares11.4M

Event2026-03-31

Filed2026-05-15

RLAY

RELAY THERAPEUTICS INC

32.71%

Shares4.3M

Event2026-03-31

Filed2026-05-15

FULC

FULCRUM THERAPEUTICS INC

0.00%

Shares5.3M

Event2026-03-31

Filed2026-05-15

BIOHAVEN LTD

0.00%

Shares4.6M

Event2026-03-31

Filed2026-05-15

IPSC

CENTURY THERAPEUTICS INC

New

Shares17.8M

Event2026-03-31

Filed2026-05-15

TECX

TECTONIC THERAPEUTIC INC

New

Shares1.2M

Event2026-03-31

Filed2026-05-15

CATX

PERSPECTIVE THERAPEUTICS INC

New

Shares7.9M

Event2026-03-31

Filed2026-05-15

XNCR

XENCOR INC

0.00%

Shares2.5M

Event2026-03-31

Filed2026-05-15

TRDA

ENTRADA THERAPEUTICS INC

9.53%

Shares2.3M

Event2026-03-31

Filed2026-05-15

ALXO

ALX ONCOLOGY HOLDINGS INC

New

Shares13.0M

Event2026-03-31

Filed2026-05-15

ARVN

ARVINAS HOLDING CO LLC

-10.46%

Shares2.4M

Event2026-03-31

Filed2026-05-15

JANX

JANUX THERAPEUTICS INC

0.00%

Shares1.8M

Event2026-03-31

Filed2026-05-15

AGOMAB THERAPEUTICS NV

New

Shares2.1M

Event2026-03-31

Filed2026-05-15

ALEC

ALECTOR INC

0.00%

Shares10.0M

Event2026-03-31

Filed2026-05-15

MBX

MBX BIOSCIENCES INC

0.00%

Shares650.0K

Event2026-03-31

Filed2026-05-15

SLN

SILENCE THERAPEUTICS PLC

0.00%

Shares3.0M

Event2026-03-31

Filed2026-05-15

LQDA

LIQUIDIA TECHNOLOGIES INC

-76.43%

Shares403.0K

Event2026-03-31

Filed2026-05-15

OCUL

OCULAR THERAPEUTIX INC

-71.29%

Shares1.6M

Event2026-03-31

Filed2026-05-15

AVALO THERAPEUTICS INC

52.87%

Shares738.4K

Event2026-03-31

Filed2026-05-15

URGN

UROGEN PHARMA LTD

-43.49%

Shares405.4K

Event2026-03-31

Filed2026-05-15

MONOPAR THERAPEUTICS INC

-6.91%

Shares132.1K

Event2026-03-31

Filed2026-05-15

CNTX

CONTEXT THERAPEUTICS INC

New

Shares2.7M

Event2026-03-31

Filed2026-05-15

GPCR

STRUCTURE THERAPEUTICS INC

-84.75%

Shares140.4K

Event2026-03-31

Filed2026-05-15

CGEM

CULLINAN THERAPEUTICS INC

New

Shares406.8K

Event2026-03-31

Filed2026-05-15

KRRO

KORRO BIO INC

0.00%

Shares416.3K

Event2026-03-31

Filed2026-05-15

ATHA

LEONABIO INC

0.00%

Shares464.4K

Event2026-03-31

Filed2026-05-15

UPB

UPSTREAM BIO INC

-75.66%

Shares181.1K

Event2026-03-31

Filed2026-05-15

VISTAGEN THERAPEUTICS INC

0.00%

Shares2.7M

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available