EcoR1 Capital, LLC Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$957.2B
Holdings
51
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (51 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PRTAPROTHENA CORP PLC | 9,426,640 | $100.9B | 10.54% | |
| 2 | XNCRXENCOR INC | 2,501,557 | $74.7B | 7.81% | |
| 3 | ARVNARVINAS INC | 1,528,031 | $61.6B | 6.43% | |
| 4 | —DICERNA PHARMACEUTICALS INC | 3,346,301 | $61.5B | 6.42% | |
| 5 | FATEFATE THERAPEUTICS INC | 2,341,875 | $52.0B | 5.43% | |
| 6 | IRWDIRONWOOD PHARMACEUTICALS INC | 4,393,236 | $44.3B | 4.63% | |
| 7 | ANABANAPTYSBIO INC | 3,036,014 | $42.9B | 4.48% | |
| 8 | —NEOLEUKIN THERAPEUTICS INC | 3,693,203 | $42.0B | 4.39% | |
| 9 | MORFMORPHIC HLDG INC | 2,823,141 | $41.4B | 4.33% | |
| 10 | ASMBASSEMBLY BIOSCIENCES INC | 2,590,680 | $38.4B | 4.01% | |
| 11 | KURAKURA ONCOLOGY INC | 3,511,690 | $34.9B | 3.65% | |
| 12 | FGENEURFIBROGEN INC | 882,138 | $30.7B | 3.20% | |
| 13 | IPHAINNATE PHARMA S A | 4,465,668 | $29.8B | 3.12% | |
| 14 | MRTXEURMIRATI THERAPEUTICS INC | 357,849 | $27.5B | 2.87% | |
| 15 | —PREVAIL THERAPEUTICS INC | 2,248,306 | $27.4B | 2.86% | |
| 16 | PBYIPUMA BIOTECHNOLOGY INC | 2,536,156 | $21.4B | 2.24% | |
| 17 | MRUSMERUS N V | 1,715,962 | $20.8B | 2.17% | |
| 18 | BCELATRECA INC | 1,106,180 | $18.3B | 1.91% | |
| 19 | RAREULTRAGENYX PHARMACEUTICAL IN | 371,208 | $16.5B | 1.72% | |
| 20 | GBYSANGAMO THERAPEUTICS INC | 2,308,079 | $14.7B | 1.54% | |
| 21 | GMABGENMAB A/S | 653,981 | $13.9B | 1.45% | |
| 22 | ACADACADIA PHARMACEUTICALS INC | 323,889 | $13.7B | 1.43% | |
| 23 | DNLIDENALI THERAPEUTICS INC | 698,101 | $12.2B | 1.28% | |
| 24 | AM6AMICUS THERAPEUTICS INC | 1,249,611 | $11.5B | 1.21% | |
| 25 | SELBUSDSELECTA BIOSCIENCES INC | 4,597,701 | $11.1B | 1.16% | |
| 26 | ISIIONIS PHARMACEUTICALS INC | 208,609 | $9.9B | 1.03% | |
| 27 | VIRVIR BIOTECHNOLOGY INC | 270,418 | $9.3B | 0.97% | |
| 28 | TCRTZIOPHARM ONCOLOGY INC | 3,750,000 | $9.2B | 0.96% | |
| 29 | VSTMVERASTEM INC | 3,255,813 | $8.6B | 0.90% | |
| 30 | BMY-RBRISTOL-MYERS SQUIBB CO | 2,248,300 | $8.5B | 0.89% | |
| 31 | —CYCLERION THERAPEUTICS INC | 2,742,276 | $7.3B | 0.76% | |
| 32 | —CHIASMA INC | 1,512,627 | $5.5B | 0.58% | |
| 33 | CRNXCRINETICS PHARMACEUTICALS IN | 350,000 | $5.1B | 0.54% | |
| 34 | —EXICURE INC | 2,841,301 | $4.2B | 0.44% | |
| 35 | RCUSARCUS BIOSCIENCES INC | 292,100 | $4.1B | 0.42% | |
| 36 | YB4PSAVARA INC | 1,432,664 | $3.0B | 0.32% | |
| 37 | —LIFESCI ACQUISITION CORP | 300,000 | $3.0B | 0.31% | |
| 38 | SURFUSDSURFACE ONCOLOGY INC | 1,274,463 | $2.4B | 0.25% | |
| 39 | ACRSACLARIS THERAPEUTICS INC | 2,087,312 | $2.2B | 0.23% | |
| 40 | CRVSCORVUS PHARMACEUTICALS INC | 737,612 | $1.6B | 0.16% | |
| 41 | —ZYMEWORKS INC | 41,407 | $1.5B | 0.15% | |
| 42 | CRSPCRISPR THERAPEUTICS AG | 30,510 | $1.3B | 0.14% | |
| 43 | MGTXMEIRAGTX HOLDINGS PLC | 94,819 | $1.3B | 0.13% | |
| 44 | TREURTRILLIUM THERAPEUTICS INC | 291,997 | $1.2B | 0.12% | |
| 45 | XOMAXOMA CORP DEL | 50,809 | $1.0B | 0.11% | |
| 46 | —REGULUS THERAPEUTICS INC | 1,886,812 | $870.0M | 0.09% | |
| 47 | 2L9BLUEPRINT MEDICINES CORP | 13,946 | $816.0M | 0.09% | |
| 48 | PIRSPIERIS PHARMACEUTICALS INC | 264,166 | $602.0M | 0.06% | |
| 49 | —FIVE PRIME THERAPEUTICS INC | 256,075 | $581.0M | 0.06% | |
| 50 | EX9EXELIXIS INC | 6,269 | $108.0M | 0.01% | |
| 51 | CTMXCYTOMX THERAPEUTICS INC | 1,101 | $8.0M | 0.00% |