MondegarAI
TANG CAPITAL MANAGEMENT LLC

Q2 2025 · 13F-HR

TANG CAPITAL MANAGEMENT LLCholdings as filed

Filed 2025-08-14 · accession 0001214659-25-012272

$1.98B
Reported value
200
Positions
2025-06-30
Period end
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The Brief · TANG CAPITAL MANAGEMENT LLC · Q2 2025

AI · grounded in 13F

TANG CAPITAL MANAGEMENT LLC established a new position in GALAPAGOS NV LKFT valued at $111.7M. The fund also initiated new stakes in TARSUS PHARMACEUTICALS INC TARS for $99.4M and AURINIA PHARMACEUTICALS INC AUPH for $84.9M. Other new additions include IMMUNOCORE HLDGS PLC IMCR and KINIKSA PHARMACEUTICALS INTL KNSA. The fund manages a total of 200 positions with $1.98B in assets under management.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
36315X101LKFTGALAPAGOS NV$111.7M5.65%3,990,111CommonSHARED
87650L103TARSTARSUS PHARMACEUTICALS INC$99.4M5.03%2,454,797CommonSHARED
05156V102AUPHAURINIA PHARMACEUTICALS INC$84.9M4.29%10,029,500CommonSHARED
45258D105IMCRIMMUNOCORE HLDGS PLC$66.1M3.34%2,105,608CommonSHARED
G52694109KNSAKINIKSA PHARMACEUTICALS INTL$64.4M3.26%2,328,609CommonSHARED
604749101MIRMMIRUM PHARMACEUTICALS INC$62.9M3.18%1,236,027CommonSHARED
483497103KALVKALVISTA PHARMACEUTICALS INC$55.9M2.82%4,941,798CommonSHARED
69366J200PTCTPTC THERAPEUTICS INC$53.7M2.72%1,100,000CommonSHARED
00773J202SYRESPYRE THERAPEUTICS INC$47.9M2.42%3,200,000CommonSHARED
30052C107EOLSEVOLUS INC$46.0M2.33%4,997,399CommonSHARED
92790C104VRDNVIRIDIAN THERAPEUTICS INC$39.7M2.01%2,842,925CommonSHARED
46565G1045E7ITEOS THERAPEUTICS INC$38.2M1.93%3,826,692CommonSHARED
20454B104CMPXCOMPASS THERAPEUTICS INC$35.1M1.77%13,496,208CommonSHARED
004225108ACADACADIA PHARMACEUTICALS INC$32.4M1.64%1,500,000CommonSHARED
92337R101VERAVERA THERAPEUTICS INC CL A$31.8M1.61%1,350,000CommonSHARED
N5749R1002GHMERUS N V$31.6M1.60%600,000CommonSHARED
76029N106REPLREPLIMUNE GROUP INC$29.7M1.50%3,200,000CommonSHARED
032724106ANABANAPTYSBIO INC$29.5M1.49%1,330,879CommonSHARED
52490G102LEGNLEGEND BIOTECH CORP$29.5M1.49%830,000CommonSHARED
09075V102BNTXBIONTECH SE$28.7M1.45%270,000CommonSHARED
75943R102RLAYRELAY THERAPEUTICS INC$27.9M1.41%8,068,058CommonSHARED
52635N103LENZLENZ THERAPEUTICS INC$26.3M1.33%897,616CommonSHARED
23284F105CTMXCYTOMX THERAPEUTICS INC$25.1M1.27%11,065,662CommonSHARED
592688105MTDMETTLER-TOLEDO INTERNATIONAL$22.9M1.16%19,500CommonSHARED
097023105BABOEING CO$22.1M1.12%105,662CommonSHARED
00182C103ANIPANI PHARMACEUTICALS INC$20.7M1.05%317,500CommonSHARED
67066G104NVDANVIDIA CORPORATION$20.6M1.04%130,509CommonSHARED
G50871105JAZZJAZZ PHARMACEUTICALS PLC$20.2M1.02%190,000CommonSHARED
457669307INSMINSMED INC$20.1M1.02%200,000CommonSHARED
268158201DVAXDYNAVAX TECHNOLOGIES CORP$19.3M0.98%1,949,500CommonSHARED
30303M102METAMETA PLATFORMS INC$19.2M0.97%26,008CommonSHARED
000899104ADMAADMA BIOLOGICS INC$19.1M0.97%1,050,000CommonSHARED
492327101KROSKEROS THERAPEUTICS INC$18.9M0.96%1,418,984CommonSHARED
64125C109NBIXNEUROCRINE BIOSCIENCES INC$18.9M0.95%150,000CommonSHARED
G29687103AVDLAVADEL PHARMACEUTICALS PLC$18.6M0.94%2,097,500CommonSHARED
04683R106AVIRATEA PHARMACEUTICALS INC$17.6M0.89%4,889,200CommonSHARED
37733W204GSKGSK PLC$15.4M0.78%400,000CommonSHARED
23256X407HELPCYBIN INC$15.4M0.78%1,830,097CommonSHARED
53635D202LQDALIQUIDIA CORPORATION$14.3M0.72%1,143,759CommonSHARED
98985Y108ZYMEZYMEWORKS INC$13.8M0.70%1,100,000CommonSHARED
M96088105URGNUROGEN PHARMA LTD$13.7M0.69%1,000,000CommonSHARED
48115J109DERMJOURNEY MED CORP$13.3M0.67%1,854,596CommonSHARED
14179K101CRGXCARGO THERAPEUTICS INC$12.6M0.64%3,059,630CommonSHARED
87918A105TDOCTELADOC HEALTH INC$12.2M0.62%1,400,000CommonSHARED
65487U108NKTXNKARTA INC$11.7M0.59%7,055,576CommonSHARED
28414H103ELANELANCO ANIMAL HEALTH INC$11.4M0.58%800,100CommonSHARED
921659108VNDAVANDA PHARMACEUTICALS INC$11.1M0.56%2,353,307CommonSHARED
02155H200ALTALTIMMUNE INC$10.6M0.54%2,750,000CommonSHARED
046353108AZNNASTRAZENECA PLC$10.5M0.53%150,000CommonSHARED
89422G107TVTXTRAVERE THERAPEUTICS INC$10.4M0.52%700,000CommonSHARED
04335A105ARVNARVINAS INC$10.3M0.52%1,393,800CommonSHARED
92686J106VKTXVIKING THERAPEUTICS INC$9.8M0.50%370,000CommonSHARED
43157M102HILLEVAX INC$9.8M0.49%4,920,000CommonSHARED
92243G108PCVXVAXCYTE INC$9.8M0.49%300,000CommonSHARED
80105N105SNYSANOFI$9.7M0.49%200,000CommonSHARED
81663L200WGSGENEDX HOLDINGS CORP$9.2M0.47%100,000CommonSHARED
00288U106ABCLABCELLERA BIOLOGICS INC$8.9M0.45%2,600,000CommonSHARED
413197104HRMYHARMONY BIOSCIENCES HLDGS IN$8.9M0.45%281,200CommonSHARED
03770N101APGEAPOGEE THERAPEUTICS INC$8.7M0.44%200,000CommonSHARED
45168D104IDXXIDEXX LABS INC$8.6M0.43%16,000CommonSHARED
230031106CGEMCULLINAN THERAPEUTICS INC$8.4M0.43%1,121,138CommonSHARED
60770K107MRNAMODERNA INC$8.4M0.43%305,300CommonSHARED
01609W102BABAALIBABA GROUP HOLDING LTD ADR$7.9M0.40%70,000CommonSHARED
532457108LLYELI LILLY & CO$7.8M0.39%10,000CommonSHARED
67080N101NUVBNUVATION BIO INC$7.6M0.38%3,900,000CommonSHARED
29668H708EPIEURESSA PHARMA INC$7.3M0.37%4,300,000CommonSHARED
803607100SRPTSAREPTA THERAPEUTICS INC$7.2M0.36%420,300CommonSHARED
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$7.2M0.36%800,000CommonSHARED
071705107BLCOBAUSCH PLUS LOMB CORP$7.2M0.36%550,000CommonSHARED
729139105PLRXPLIANT THERAPEUTICS INC$7.0M0.35%6,000,000CommonSHARED
92332V107VTYXUSDVENTYX BIOSCIENCES INC$6.6M0.34%3,100,000CommonSHARED
09077V100BIOABIOAGE LABS INC$6.6M0.33%1,600,000CommonSHARED
45256X103IBRXIMMUNITYBIO INC$6.2M0.31%2,333,333CommonSHARED
25056L103DSGNDESIGN THERAPEUTICS INC$6.0M0.30%1,780,975CommonSHARED
022307102ALMSALUMIS INC$6.0M0.30%1,996,797CommonSHARED
462222100IONSIONIS PHARMACEUTICALS INC$5.9M0.30%150,000CommonSHARED
86150R107STOKSTOKE THERAPEUTICS INC$5.7M0.29%500,000CommonSHARED
28036F105EWTXEDGEWISE THERAPEUTICS INC$5.7M0.29%431,300CommonSHARED
86627T108SMMTSUMMIT THERAPEUTICS INC$5.3M0.27%250,000CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$5.3M0.27%10,000CommonSHARED
09203E105BDTXBLACK DIAMOND THERAPEUTICS I$5.1M0.26%2,070,209CommonSHARED
88427A107THIRD HARMONIC BIO INC$5.0M0.26%929,727CommonSHARED
007002108TORCEURADICET BIO INC$5.0M0.25%8,223,612CommonSHARED
252828108DNTHDIANTHUS THERAPEUTICS INC$4.9M0.25%264,692CommonSHARED
071734107BHCBAUSCH HEALTH COS INC$4.9M0.25%736,827CommonSHARED
47103J105JANXJANUX THERAPEUTICS INC$4.6M0.23%200,000CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$4.5M0.23%10,000CommonSHARED
427746102HRTXHERON THERAPEUTICS INC$4.4M0.22%2,135,459CommonSHARED
09062X103BIIBBIOGEN INC$4.4M0.22%35,000CommonSHARED
834203309SLNOSOLENO THERAPEUTICS INC$4.2M0.21%50,000CommonSHARED
372303206GMABGENMAB A/S$4.1M0.21%200,000CommonSHARED
516544103LNTHLANTHEUS HLDGS INC$4.1M0.21%50,000CommonSHARED
60255C885BRD1EURMIND MEDICINE MINDMED INC$3.9M0.20%600,200CommonSHARED
670703107NUVLNUVALENT INC$3.8M0.19%50,000CommonSHARED
670002401NVAXNOVAVAX INC$3.8M0.19%600,000CommonSHARED
19249H103CHRSCOHERUS ONCOLOGY INC$3.7M0.19%5,097,362CommonSHARED
76155X100RVMDREVOLUTION MEDICINES INC$3.7M0.19%100,000CommonSHARED
20451W101CMPSCOMPASS PATHWAYS PLC$3.6M0.18%1,300,000CommonSHARED
88322Q108TGTXTG THERAPEUTICS INC$3.6M0.18%100,000CommonSHARED
878972108TECXTECTONIC THERAPEUTIC INC$3.6M0.18%179,166CommonSHARED
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$3.5M0.18%74,265CommonSHARED
07373V105BEAMBEAM THERAPEUTICS INC$3.5M0.18%205,000CommonSHARED
002120202ATYRATYR PHARMA INC$3.4M0.17%671,134CommonSHARED
23282W605CYTKCYTOKINETICS INC$3.3M0.17%100,000CommonSHARED
49372L2092KZ0KEZAR LIFE SCIENCES INC$3.3M0.17%720,000CommonSHARED
462260100IOVAIOVANCE BIOTHERAPEUTICS INC$3.1M0.16%1,800,000CommonSHARED
G8807B106TBPHTHERAVANCE BIOPHARMA INC$2.9M0.15%264,308CommonSHARED
015271109AREALEXANDRIA REAL ESTATE EQ IN$2.9M0.15%40,000CommonSHARED
81578P106SEERSEER INC$2.9M0.15%1,344,423CommonSHARED
59267L107METSERA INC$2.8M0.14%100,000CommonSHARED
747324101PYXSPYXIS ONCOLOGY INC$2.8M0.14%2,500,000CommonSHARED
74019P207DTILPRECISION BIOSCIENCES INC$2.7M0.14%653,649CommonSHARED
603170101MLYSMINERALYS THERAPEUTICS INC$2.7M0.14%200,000CommonSHARED
156944100CGONCG ONCOLOGY INC$2.3M0.11%87,500CommonSHARED
31189P102FATEFATE THERAPEUTICS INC$2.1M0.11%1,867,773CommonSHARED
77313F106RCKTROCKET PHARMACEUTICALS INC$2.1M0.11%850,000CommonSHARED
877619106TSHATAYSHA GENE THERAPIES INC$2.1M0.11%900,000CommonSHARED
G1110E107BHVNBIOHAVEN LTD$2.0M0.10%140,000CommonSHARED
14167L103CDNACAREDX INC$2.0M0.10%100,000CommonSHARED
29479A108ERASERASCA INC$1.9M0.10%1,502,915CommonSHARED
87164F105SNDXSYNDAX PHARMACEUTICALS INC$1.9M0.09%200,000CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$1.8M0.09%6,312CommonSHARED
869367102STROSUTRO BIOPHARMA INC$1.8M0.09%2,561,586CommonSHARED
98943L107ZNTLZENTALIS PHARMACEUTICALS INC$1.8M0.09%1,550,000CommonSHARED
254687106DISDISNEY WALT CO$1.8M0.09%14,493CommonSHARED
594918104MSFTMICROSOFT CORP$1.8M0.09%3,546CommonSHARED
92826C839VVISA INC$1.7M0.09%4,869CommonSHARED
931142103WMTWALMART INC$1.7M0.09%17,242CommonSHARED
191216100KOCOCA COLA CO$1.6M0.08%22,712CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.6M0.08%3,250CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$1.6M0.08%36,266CommonSHARED
882508104TXNTEXAS INSTRS INC$1.5M0.08%7,415CommonSHARED
458140100INTCINTEL CORP$1.5M0.07%66,216CommonSHARED
64110L106NFLXNETFLIX INC$1.5M0.07%1,089CommonSHARED
478160104JNJJOHNSON & JOHNSON$1.4M0.07%9,472CommonSHARED
742718109PGPROCTER AND GAMBLE CO$1.4M0.07%8,952CommonSHARED
654106103NKENIKE INC$1.4M0.07%19,399CommonSHARED
30231G102XOMEXXON MOBIL CORP$1.4M0.07%12,651CommonSHARED
68401U204OPRXOPTIMIZERX CORP$1.4M0.07%100,000CommonSHARED
437076102HDHOME DEPOT INC$1.3M0.07%3,646CommonSHARED
00166B105ALXOALX ONCOLOGY HLDGS INC$1.3M0.07%3,158,265CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$1.3M0.07%17,323CommonSHARED
12529R107CCCCC4 THERAPEUTICS INC$1.3M0.07%900,000CommonSHARED
717081103PFEPFIZER INC$1.3M0.06%53,039CommonSHARED
369604301GEGE AEROSPACE$1.3M0.06%4,986CommonSHARED
36828A101GEVGE VERNOVA INC$1.3M0.06%2,421CommonSHARED
28658R106CLYMCLIMB BIO INC$1.2M0.06%1,000,000CommonSHARED
92556V106VTRSVIATRIS INC$1.1M0.06%128,359CommonSHARED
90384S303ULTAULTA BEAUTY INC$1.1M0.06%2,410CommonSHARED
92337C203VSTMVERASTEM INC$1.1M0.06%270,000CommonSHARED
640979100NMRANEUMORA THERAPEUTICS INC$1.0M0.05%1,400,000CommonSHARED
01626L204ALGSALIGOS THERAPEUTICS INC$1.0M0.05%141,131CommonSHARED
025816109AXPAMERICAN EXPRESS CO$1.0M0.05%3,168CommonSHARED
024013104AATAMERICAN ASSETS TR INC$987,5000.05%50,000CommonSHARED
482929106KLRSKALARIS THERAPEUTICS, INC$963,4930.05%360,859CommonSHARED
097702203BOLTBOLT BIOTHERAPEUTICS INC$962,8920.05%166,879CommonSHARED
29251M106ENTAENANTA PHARMACEUTICALS INC$957,5120.05%126,655CommonSHARED
023135106AMZNAMAZON COM INC$946,5260.05%4,314CommonSHARED
87978U207TPSTTEMPEST THERAPEUTICS INC$944,9420.05%138,962CommonSHARED
872590104TMUST-MOBILE US INC$904,4430.05%3,796CommonSHARED
020002101ALLALLSTATE CORP$903,4510.05%4,488CommonSHARED
21833P301CRBPCORBUS PHARMACEUTICALS HLDGS$879,8880.04%127,520CommonSHARED
704326107PAYXPAYCHEX INC$879,7180.04%6,048CommonSHARED
89854M101TCRXTSCAN THERAPEUTICS INC$870,0000.04%600,000CommonSHARED
580135101MCDMCDONALDS CORP$854,4590.04%2,925CommonSHARED
440452100HRLHORMEL FOODS CORP$849,8520.04%28,094CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$848,8240.04%2,721CommonSHARED
42824C109HPEHEWLETT PACKARD ENTERPRISE C$818,0320.04%40,002CommonSHARED
345370860FFORD MTR CO$817,8690.04%75,380CommonSHARED
G2545C104CBIOCRESCENT BIOPHARMA INC.$809,4530.04%50,152CommonSHARED
824348106SHWSHERWIN WILLIAMS CO$804,5180.04%2,343CommonSHARED
910047109UALUNITED AIRLS HLDGS INC$801,4710.04%10,065CommonSHARED
963320106WHRWHIRLPOOL CORP$766,0060.04%7,553CommonSHARED
81211K100SDASEALED AIR CORP NEW$757,1400.04%24,400CommonSHARED
03828A101APLTAPPLIED THERAPEUTICS INC$755,4030.04%2,428,169CommonSHARED
166764100CVXCHEVRON CORP NEW$750,1950.04%5,239CommonSHARED
74587V107PBYIPUMA BIOTECHNOLOGY INC$686,0000.03%200,000CommonSHARED
31428X106FDXFEDEX CORP$657,4680.03%2,892CommonSHARED
152309100CNTACENTESSA PHARMACEUTICALS PLC$657,0000.03%50,000CommonSHARED
03237H101AMLXAMYLYX PHARMACEUTICALS INC$641,0000.03%100,000CommonSHARED
189054109CLXCLOROX CO DEL$618,8100.03%5,154CommonSHARED
702712100PASGPASSAGE BIO INC$600,4500.03%1,500,000CommonSHARED
50127T109KURAKURA ONCOLOGY INC$577,0000.03%100,000CommonSHARED
09077B104BCABGBPBIOATLA INC$544,1340.03%1,374,076CommonSHARED
04635X102CATBUSDASTRIA THERAPEUTICS INC$536,0000.03%100,000CommonSHARED
68218J103OABIOMNIAB INC$522,0000.03%300,000CommonSHARED
15673T100IPSCCENTURY THERAPEUTICS INC$502,8300.03%900,000CommonSHARED
34965K107FTREFORTREA HLDGS INC$494,0000.02%100,000CommonSHARED
34385P108LABSTANDARD BIOTOOLS INC$489,3060.02%407,755CommonSHARED
14817C107FLNACASSAVA SCIENCES INC COMMON STOCK$434,0740.02%239,820CommonSHARED
68277Q105OKURONKURE THERAPEUTICS INC$404,4960.02%169,245CommonSHARED
50015M109KODKODIAK SCIENCES INC$373,0000.02%100,000CommonSHARED
59102M104MGXMETAGENOMI INC$296,0000.01%200,000CommonSHARED
00534A102IVVDINVIVYD INC$286,0000.01%400,000CommonSHARED
556099109MGNXMACROGENICS INC$264,8160.01%218,856CommonSHARED
04746L104ATHIRA PHARMA INC$181,2000.01%600,000CommonSHARED
31447P100FENCFENNEC PHARMACEUTICALS INC$170,3740.01%20,527CommonSHARED
81750R201MCRBSERES THERAPEUTICS INC$154,6620.01%13,921CommonSHARED
005083100ACTUACTUATE THERAPEUTICS INC$32,0350.00%5,243CommonSHARED
363225202GALTGALECTIN THERAPEUTICS INC$27,2460.00%12,913CommonSHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.