MondegarAI
ADAR1 Capital Management, LLC

Q4 2024 · 13F-HR

ADAR1 Capital Management, LLCholdings as filed

Filed 2025-02-13 · accession 0001940272-25-000001

$500.4M
Reported value
214
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
G76279101ROIVROIVANT SCIENCES LTD$41.5M8.30%3,508,694CommonSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$39.4M7.87%1,020,333CommonSOLE
02072L565BOXXEA SERIES TRUST$35.9M7.17%325,450CommonSOLE
98887Q104ZLABZAI LAB LTD$27.4M5.47%1,045,837CommonSOLE
45258J102IMVTIMMUNOVANT INC$19.5M3.90%787,478CommonSOLE
23282W605CYTKCYTOKINETICS INC$19.5M3.89%414,209CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$18.6M3.72%678,857CommonSOLE
45719W205IKTINHIBIKASE THERAPEUTICS INC$16.6M3.31%5,103,005CommonSOLE
78468R663BILSPDR SER TR$12.0M2.41%131,786CommonSOLE
00370M103ABVXABIVAX SA$11.1M2.21%1,513,393CommonSOLE
603170101MLYSMINERALYS THERAPEUTICS INC$10.4M2.07%841,541CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$9.8M1.96%71,402CommonSOLE
G70077105PCSCPERCEPTIVE CAP SOLUTIONS COR$7.6M1.53%750,000CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$7.4M1.49%170,000CommonSOLE
76200L309RZLTREZOLUTE INC$6.7M1.33%1,359,208CommonSOLE
29260Y1090C3ENDEAVOR GROUP HLDGS INC$6.6M1.32%210,729CommonSOLE
156944100CGONCG ONCOLOGY INC$6.2M1.24%215,750CommonSOLE
03675P102AVRANTERIS TECHNOLOGIES GLOBAL$5.9M1.17%1,052,968CommonSOLE
G1000R101AAMAA MISSION ACQUISITION CORP$5.7M1.13%560,199CommonSOLE
19249HAB9COHERUS BIOSCIENCES INC$5.5M1.09%5,625,000CommonSOLE
98401F105XNCRXENCOR INC$5.4M1.08%234,607CommonSOLE
G9TY5A101ZURAZURA BIO LTD$5.2M1.04%2,077,251CommonSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$5.1M1.02%132,000CALLSOLE
03879J100ABUSARBUTUS BIOPHARMA CORP$5.1M1.02%1,554,802CommonSOLE
G6717R120OACCUOAKTREE ACQUISITION CORP III$5.1M1.01%500,000CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$4.9M0.97%40,002CommonSOLE
80105N105SNYSANOFI$4.8M0.96%99,600CommonSOLE
78464A870XBISPDR SER TR$4.5M0.90%50,000CALLSOLE
38341PAA0GOSS 5 06/01/27GOSSAMER BIO INC$4.4M0.87%8,000,000CommonSOLE
G4444H101BBOTHELIX ACQUISITION CORP II$4.2M0.85%404,138CommonSOLE
282559103ETNBGBP89BIO INC$4.0M0.81%515,138CommonSOLE
10806XAD4BBIO 2.25 02/01/29BRIDGEBIO PHARMA INC$3.9M0.77%4,500,000CommonSOLE
N5749R1002GHMERUS N V$3.4M0.68%81,460CommonSOLE
G52694109KNSAKINIKSA PHARMACEUTICALS INTL$3.3M0.66%166,406CommonSOLE
01438T106ALDXALDEYRA THERAPEUTICS INC$3.2M0.65%647,960CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$3.2M0.65%146,671CommonSOLE
805111101SVRASAVARA INC$3.0M0.61%988,468CommonSOLE
00439U104GRCEGRACE THERAPEUTICS INC$2.9M0.58%773,635CommonSOLE
61023L207MNPRMONOPAR THERAPEUTICS INC$2.9M0.57%130,037CommonSOLE
22663K107CRNXCRINETICS PHARMACEUTICALS IN$2.7M0.54%53,125CommonSOLE
878972108TECXTECTONIC THERAPEUTIC INC$2.7M0.54%58,708CommonSOLE
77313F106RCKTROCKET PHARMACEUTICALS INC$2.7M0.53%211,400CommonSOLE
152309100CNTACENTESSA PHARMACEUTICALS PLC$2.6M0.52%154,027CommonSOLE
008064107AEROVATE THERAPEUTICS INC$2.5M0.49%928,016CommonSOLE
500946108KRROKORRO BIO INC$2.2M0.44%57,978CommonSOLE
69366J200PTCTPTC THERAPEUTICS INC$2.2M0.43%48,023CommonSOLE
G0544A137ASPCUA SPAC III ACQUISITION CORP$2.2M0.43%215,000CommonSOLE
10806XAB8BBIO 2.5 03/15/27BRIDGEBIO PHARMA INC$2.1M0.42%2,000,000CommonSOLE
98420N105XENEXENON PHARMACEUTICALS INC$2.0M0.40%50,547CommonSOLE
03770N101APGEAPOGEE THERAPEUTICS INC$1.9M0.37%41,274CommonSOLE
75382E109RAPT THERAPEUTICS INC$1.9M0.37%1,174,313CommonSOLE
24661P807DCTHDELCATH SYS INC$1.8M0.36%149,385CommonSOLE
729139105PLRXPLIANT THERAPEUTICS INC$1.8M0.35%134,798CommonSOLE
697947109PVLAPALVELLA THERAPEUTICS INC NE$1.7M0.35%144,641CommonSOLE
76243J105RYTMRHYTHM PHARMACEUTICALS INC$1.7M0.35%30,941CommonSOLE
47103J105JANXJANUX THERAPEUTICS INC$1.7M0.34%31,509CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$1.7M0.33%19,661CommonSOLE
834203309SLNOSOLENO THERAPEUTICS INC$1.7M0.33%36,830CommonSOLE
483119202KALAEURKALA BIO INC$1.5M0.31%220,373CommonSOLE
G33033104KDKARES ACQUISITION CORP II$1.5M0.30%138,966CommonSOLE
457669307INSMINSMED INC$1.5M0.30%21,974CommonSOLE
05368M106PPHMEURAVID BIOSERVICES INC$1.5M0.30%120,000CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.4M0.29%10,000CALLSOLE
00445A100ACELYRIN INC$1.4M0.28%444,967CommonSOLE
925050106VRNAVERONA PHARMA PLC$1.4M0.27%29,100CommonSOLE
75901B107RGNXREGENXBIO INC$1.3M0.26%170,129CommonSOLE
14070B309CAPRCAPRICOR THERAPEUTICS INC$1.3M0.26%95,000CALLSOLE
73730P108PSTXUSDPOSEIDA THERAPEUTICS INC$1.3M0.26%134,109CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$1.3M0.25%49,963CommonSOLE
21217B100CTNMCONTINEUM THERAPEUTICS INC$1.2M0.24%82,234CommonSOLE
02074J501ACOGALPHA COGNITION INC$1.2M0.24%204,348CommonSOLE
374163103GERNGERON CORP$1.2M0.24%337,676CommonSOLE
52886X107LXEOLEXEO THERAPEUTICS INC$1.1M0.22%169,505CommonSOLE
532457108LLYELI LILLY & CO$1.0M0.21%1,350CommonSOLE
451033708IBIOIBIO INC$1.0M0.20%415,606CommonSOLE
46565G1045E7ITEOS THERAPEUTICS INC$1.0M0.20%131,599CommonSOLE
49372L2092KZ0KEZAR LIFE SCIENCES INC$990,5550.20%147,404CommonSOLE
68218J103OABIOMNIAB INC$984,5020.20%278,108CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$969,4810.19%1,361CommonSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$957,8510.19%35,319CommonSOLE
07373V105BEAMBEAM THERAPEUTICS INC$950,1380.19%38,312CommonSOLE
61559X104MLTXMOONLAKE IMMUNOTHERAPEUTICS$943,5100.19%17,424CommonSOLE
717081103PFEPFIZER INC$929,8760.19%35,050CommonSOLE
359616109FULCFULCRUM THERAPEUTICS INC$922,3660.18%196,248CommonSOLE
235851102DHRDANAHER CORPORATION$918,2000.18%4,000CommonSOLE
24823R105DNLIDENALI THERAPEUTICS INC$913,5540.18%44,826CommonSOLE
80706P103SRRKSCHOLAR ROCK HLDG CORP$843,0060.17%19,505CommonSOLE
G0131Y100ANSCAGRICULTURE & NAT SOL ACQ CO$842,9970.17%80,362CommonSOLE
84833T103SPROSPERO THERAPEUTICS INC$825,3150.16%801,277CommonSOLE
G52443101KVACUKEEN VISION ACQUISITION CORP$824,2500.16%75,000CommonSOLE
04635X102CATBUSDASTRIA THERAPEUTICS INC$813,3970.16%90,984CommonSOLE
14070B309CAPRCAPRICOR THERAPEUTICS INC$774,4560.15%56,120CommonSOLE
640979100NMRANEUMORA THERAPEUTICS INC.$727,2450.15%68,608CommonSOLE
92915B106VYGRVOYAGER THERAPEUTICS INC$718,9110.14%126,792CommonSOLE
09077V100BIOABIOAGE LABS INC$712,3840.14%123,037CommonSOLE
23282W605CYTKCYTOKINETICS INC$710,3040.14%15,100CALLSOLE
014442107ALECALECTOR INC$696,1440.14%368,330CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$682,3990.14%2,900CommonSOLE
G4766E116INDVINDIVIOR PLC$671,9290.13%54,057CommonSOLE
23954D109DAWNGBXDAY ONE BIOPHARMACEUTICALS I$671,8010.13%53,023CommonSOLE
171757206CDTXCIDARA THERAPEUTICS INC$670,3330.13%24,938CommonSOLE
49721T507KPRXKIORA PHARMACEUTICALS INC$660,7290.13%200,221CommonSOLE
74365U107TARAPROTARA THERAPEUTICS INC$647,8030.13%122,690CommonSOLE
00973Y108AKROAKERO THERAPEUTICS INC$625,9500.13%22,500CALLSOLE
45783C200TILINSTIL BIO INC$605,3060.12%31,708CommonSOLE
68622V106OGNORGANON & CO$599,7840.12%40,200CommonSOLE
83422E204SLDBSOLID BIOSCIENCES INC$595,6120.12%148,903CommonSOLE
07725L102ONCBEIGENE LTD$549,3280.11%2,974CommonSOLE
97717Y527USFRWISDOMTREE TR$503,2000.10%10,000CommonSOLE
92790C104VRDNVIRIDIAN THERAPEUTICS INC$498,4200.10%26,000CommonSOLE
80810D103SDGRSCHRODINGER INC$485,0860.10%25,147CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$478,6500.10%15,000CommonSOLE
92764N102VIRVIR BIOTECHNOLOGY INC$470,2520.09%64,067CommonSOLE
09062X103BIIBBIOGEN INC$465,6410.09%3,045CommonSOLE
03828A101APLTAPPLIED THERAPEUTICS INC$453,9570.09%530,324CALLSOLE
71722W107PHATPHATHOM PHARMACEUTICALS INC$449,8480.09%55,400CommonSOLE
G6363K106NABORS ENERGY TRANSITION COR$430,9200.09%39,900CommonSOLE
00973Y108AKROAKERO THERAPEUTICS INC$425,8410.09%15,307CommonSOLE
16934W106CMRXEURCHIMERIX INC$425,3810.09%122,236CommonSOLE
00091E109ABSIABSCI CORPORATION$413,0820.08%157,665CommonSOLE
501575104KYMRKYMERA THERAPEUTICS INC$402,3000.08%10,000CommonSOLE
252828108DNTHDIANTHUS THERAPEUTICS INC$385,4890.08%17,683CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$374,2320.07%9,300CommonSOLE
60770K107MRNAMODERNA INC$374,2200.07%9,000CommonSOLE
21077P108CNTXCONTEXT THERAPEUTICS INC$368,6490.07%351,094CommonSOLE
04683R106AVIRATEA PHARMACEUTICALS INC$368,5000.07%110,000CommonSOLE
492327101KROSKEROS THERAPEUTICS INC$367,9840.07%23,246CommonSOLE
032724106ANABANAPTYSBIO INC$361,4650.07%27,301CommonSOLE
92840H400VTGNVISTAGEN THERAPEUTICS INC$358,3100.07%121,461CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$336,5600.07%8,000CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$328,6500.07%5,000CALLSOLE
G5212E105JVSPAC ACQUISITION CORP$312,6000.06%30,000CommonSOLE
877619106TSHATAYSHA GENE THERAPIES INC$307,4330.06%177,707CommonSOLE
52187K200CYPHLEAP THERAPEUTICS INC$304,7500.06%106,000CommonSOLE
03940C100ACLXGBXARCELLX INC$303,8460.06%3,962CommonSOLE
483497103KALVKALVISTA PHARMACEUTICALS INC$303,5900.06%35,843CommonSOLE
G01767105ALKSALKERMES PLC$293,0070.06%10,188CommonSOLE
30063P105EXKEXACT SCIENCES CORP$280,9500.06%5,000CommonSOLE
87650L103TARSTARSUS PHARMACEUTICALS INC$276,8500.06%5,000CALLSOLE
92332V107VTYXUSDVENTYX BIOSCIENCES INC$272,7210.05%124,530CommonSOLE
L01800108ALVOALVOTECH$272,5380.05%20,600CommonSOLE
Y95308105WVEWAVE LIFE SCIENCES LTD$268,4290.05%21,700CommonSOLE
38341P102GOSSGOSSAMER BIO INC$267,4120.05%295,613CommonSOLE
22053A107QUINCE THERAPEUTICS INC$267,3310.05%142,958CommonSOLE
254604101IRONDISC MEDICINE INC$266,0260.05%4,196CommonSOLE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$263,2000.05%35,000CommonSOLE
462837105UCFIIRON HORSE ACQUISITIONS CORP$257,2500.05%25,000CommonSOLE
75989R107RNXTRENOVORX INC$254,4520.05%197,250CommonSOLE
M8001Q126PYPDPOLYPID LTD$243,4430.05%80,080CommonSOLE
58933Y105MRKMERCK & CO INC$242,7310.05%2,440CommonSOLE
04280A100ARWRARROWHEAD PHARMACEUTICALS IN$242,5200.05%12,900CommonSOLE
50015M109KODKODIAK SCIENCES INC$235,8150.05%23,700CommonSOLE
88338N206TXMDTHERAPEUTICSMD INC$232,3380.05%270,160CommonSOLE
88032L605TENXTENAX THERAPEUTICS INC$214,7500.04%34,693CommonSOLE
45790W108INOZYME PHARMA INC$211,3480.04%76,299CommonSOLE
67080M103NRIXNURIX THERAPEUTICS INC$207,2400.04%11,000CommonSOLE
745848101LUNGPULMONX CORP$191,6210.04%28,221CommonSOLE
37611X209DNAGINKGO BIOWORKS HOLDINGS INC$183,4380.04%18,680CommonSOLE
015857105AQNALGONQUIN PWR UTILS CORP$178,0000.04%40,000CommonSOLE
N90064101QUREUNIQURE NV$176,6000.04%10,000CommonSOLE
15117F807CLRBUSDCELLECTAR BIOSCIENCES INC$174,9930.03%585,261CommonSOLE
032797300AVXLANAVEX LIFE SCIENCES CORP$174,2140.03%16,221CommonSOLE
60255C885BRD1EURMIND MEDICINE MINDMED INC$174,0000.03%25,000CommonSOLE
85209E109SPRUCE BIOSCIENCES INC$169,5610.03%403,716CommonSOLE
00509G209ABOSACUMEN PHARMACEUTICALS INC$162,1860.03%94,294CommonSOLE
039697107ARDXARDELYX INC$157,3470.03%31,035CommonSOLE
G1148A101BKHABLACK HAWK ACQUISITION CORP$155,7000.03%15,000CommonSOLE
69353Y103PMVPPMV PHARMACEUTICALS INC$152,5220.03%101,008CommonSOLE
23284F105CTMXCYTOMX THERAPEUTICS INC$149,3870.03%145,036CommonSOLE
75901B107RGNXREGENXBIO INC$137,5940.03%17,800CALLSOLE
N0731H103ATAIATAI LIFE SCIENCES NV$133,0000.03%100,000CommonSOLE
G1933S101CASIFCASI PHARMACEUTICALS INC$131,0860.03%46,320CommonSOLE
097702104BOLT1EURBOLT BIOTHERAPEUTICS INC$131,0810.03%244,966CommonSOLE
82686Q101SLNSILENCE THERAPEUTICS PLC$123,8400.02%18,000CommonSOLE
690469101OVIDOVID THERAPEUTICS INC$121,8780.02%130,532CommonSOLE
462260100IOVAIOVANCE BIOTHERAPEUTICS INC$116,1800.02%15,700CommonSOLE
03212B103AMPYAMPLIFY ENERGY CORP NEW$110,8500.02%18,475CommonSOLE
55234L105LYRAGBPLYRA THERAPEUTICS INC$110,0520.02%533,200CommonSOLE
78667J108SG7SAGE THERAPEUTICS INC$104,2560.02%19,200CommonSOLE
62459M206MOVANO INC$103,3880.02%19,146CommonSOLE
75629V104RXRXRECURSION PHARMACEUTICALS IN$101,4000.02%15,000CommonSOLE
65343E108NXTCEURNEXTCURE INC$92,5290.02%120,012CommonSOLE
28658R106CLYMCLIMB BIO INC$86,6250.02%48,125CommonSOLE
38000Q102GLYCEURGLYCOMIMETICS INC$82,6250.02%331,827CommonSOLE
71722W107PHATPHATHOM PHARMACEUTICALS INC$82,0120.02%10,100CALLSOLE
00534B100ADGMADAGIO MED HLDGS INC$80,5950.02%76,757CommonSOLE
221015100CRVSCORVUS PHARMACEUTICALS INC$80,2500.02%15,000PUTSOLE
01671P100ALLKGUSDALLAKOS INC$75,3390.02%62,264CommonSOLE
18914F103CLOVCLOVER HEALTH INVESTMENTS CO$73,3950.01%23,300CommonSOLE
28617K101ELDNELEDON PHARMACEUTICALS INC$65,9200.01%16,000CommonSOLE
640268108NKTREURNEKTAR THERAPEUTICS$63,0110.01%67,754CommonSOLE
N71542109PRQRPROQR THRAPEUTICS N V$54,0440.01%20,394CommonSOLE
221015100CRVSCORVUS PHARMACEUTICALS INC$53,5000.01%10,000CALLSOLE
004468500ACHVACHIEVE LIFE SCIENCES INC$46,3690.01%13,173CommonSOLE
00288U106ABCLABCELLERA BIOLOGICS INC$43,8940.01%14,981CommonSOLE
03237H101AMLXAMYLYX PHARMACEUTICALS INC$37,8000.01%10,000CALLSOLE
G1000R127AA MISSION ACQUISITION CORP$35,3570.01%505,099CommonSOLE
589492107MREOMEREO BIOPHARMA GROUP PLC$35,0000.01%10,000CommonSOLE
92536C103VERUEURVERU INC$32,9950.01%50,722CommonSOLE
92673K108VIGLVIGIL NEUROSCIENCE INC$26,4230.01%15,543CommonSOLE
38341P102GOSSGOSSAMER BIO INC$18,0000.00%19,898CALLSOLE
747324101PYXSPYXIS ONCOLOGY INC$15,6000.00%10,000CommonSOLE
48576U106KPTIEURKARYOPHARM THERAPEUTICS INC$13,5260.00%20,000CommonSOLE
37962G128GLOBAL STAR ACQUISITION INC$13,2750.00%88,560CommonSOLE
75120L100RALLYBIO CORP$12,8640.00%13,400CommonSOLE
G5212E113JVSPAC ACQUISITION CORP$8,8680.00%30,000CommonSOLE
462837121IRON HORSE ACQUISITIONS CORP$6,9500.00%25,000CommonSOLE
37962G110GLOBAL STAR ACQUISITION INC$3,6120.00%120,000CommonSOLE
G3034H141EMCRFEMBRACE CHANGE ACQUISITN COR$1,0340.00%13,144CommonSOLE
462837113UCFIWIRON HORSE ACQUISITIONS CORP$8750.00%25,000CommonSOLE
20678X106CONDUIT PHARMACEUTICALS INC$7680.00%11,200CommonSOLE
36119D111FTIIWFUTURETECH II ACQUISITION CO$4620.00%30,000CommonSOLE
G3034H125EMCWFEMBRACE CHANGE ACQUISITN COR$2410.00%18,000CommonSOLE
G0135E126AIMWFAIMFINITY INVESTMENT CORP I$1260.00%18,000CommonSOLE

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.