MondegarAI
ADAR1 Capital Management, LLC

Q1 2025 · 13F-HR

ADAR1 Capital Management, LLCholdings as filed

Filed 2025-05-15 · accession 0001940272-25-000003

$538.7M
Reported value
202
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
74366E102PTGXPROTAGONIST THERAPEUTICS INC$45.4M8.44%939,669CommonSOLE
02072L565BOXXEA SERIES TRUST$37.6M6.98%337,125CommonSOLE
G76279101ROIVROIVANT SCIENCES LTD$35.1M6.52%3,483,404CommonSOLE
98887Q104ZLABZAI LAB LTD$34.0M6.31%940,858CommonSOLE
45258J102IMVTIMMUNOVANT INC$16.6M3.07%968,866CommonSOLE
23282W605CYTKCYTOKINETICS INC$15.7M2.92%390,729CommonSOLE
492327101KROSKEROS THERAPEUTICS INC$15.1M2.81%1,486,461CommonSOLE
00370M103ABVXABIVAX SA$13.8M2.56%2,210,019CommonSOLE
78468R663BILSPDR SER TR$12.4M2.31%135,585CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$11.7M2.18%339,635CommonSOLE
45719W205IKTINHIBIKASE THERAPEUTICS INC$11.2M2.08%5,122,105CommonSOLE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$9.2M1.70%207,778CommonSOLE
464287457SHYISHARES TR$8.5M1.59%103,337CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$8.1M1.49%523,767CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$7.8M1.46%122,921CommonSOLE
G70077105PCSCPERCEPTIVE CAP SOLUTIONS COR$7.7M1.43%750,000CommonSOLE
156944100CGONCG ONCOLOGY INC$7.4M1.37%301,134CommonSOLE
75382E109RAPT THERAPEUTICS INC$7.3M1.35%5,970,768CommonSOLE
47103J105JANXJANUX THERAPEUTICS INC$7.2M1.33%264,900CALLSOLE
03879J100ABUSARBUTUS BIOPHARMA CORP$6.6M1.22%1,879,114CommonSOLE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$6.3M1.18%48,044CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$6.3M1.16%177,136CommonSOLE
03675P102AVRANTERIS TECHNOLOGIES GLOBAL$6.1M1.13%1,678,063CommonSOLE
G1000R101AAMAA MISSION ACQUISITION CORP$6.0M1.12%578,359CommonSOLE
78667J108SG7SAGE THERAPEUTICS INC$5.9M1.10%742,495CommonSOLE
282559103ETNBGBP89BIO INC$5.8M1.09%804,220CommonSOLE
66987V109NVSNOVARTIS AG$5.6M1.03%50,000PUTSOLE
19249HAB9COHERUS BIOSCIENCES INC$5.5M1.02%5,625,000CommonSOLE
G6717R120OACCUOAKTREE ACQUISITION CORP III$5.4M1.00%516,482CommonSOLE
G4444H101BBOTHELIX ACQUISITION CORP II$5.3M0.99%469,729CommonSOLE
03237H101AMLXAMYLYX PHARMACEUTICALS INC$5.2M0.97%1,471,587CommonSOLE
80706P103SRRKSCHOLAR ROCK HLDG CORP$5.1M0.94%157,079CommonSOLE
98420N105XENEXENON PHARMACEUTICALS INC$4.3M0.79%127,548CommonSOLE
98401F105XNCRXENCOR INC$4.2M0.79%398,152CommonSOLE
603170101MLYSMINERALYS THERAPEUTICS INC$4.2M0.78%263,425CommonSOLE
81734D104SEPNSEPTERNA INC$4.2M0.77%720,848CommonSOLE
47103J105JANXJANUX THERAPEUTICS INC$4.2M0.77%153,767CommonSOLE
10806XAD4BBIO 2.25 02/01/29BRIDGEBIO PHARMA INC$4.0M0.75%4,500,000CommonSOLE
03770N101APGEAPOGEE THERAPEUTICS INC$3.9M0.73%104,853CommonSOLE
805111101SVRASAVARA INC$3.8M0.70%1,360,291CommonSOLE
61023L207MNPRMONOPAR THERAPEUTICS INC$3.7M0.68%100,774CommonSOLE
008064107AEROVATE THERAPEUTICS INC$3.7M0.68%1,461,234CommonSOLE
09077V100BIOABIOAGE LABS INC$3.7M0.68%971,100CommonSOLE
G9TY5A101ZURAZURA BIO LTD$3.6M0.67%2,801,184CommonSOLE
834203309SLNOSOLENO THERAPEUTICS INC$3.6M0.66%50,000PUTSOLE
04635X102CATBUSDASTRIA THERAPEUTICS INC$3.4M0.64%641,690CommonSOLE
76200L309RZLTREZOLUTE INC$3.2M0.60%1,116,047CommonSOLE
152309100CNTACENTESSA PHARMACEUTICALS PLC$3.1M0.58%216,166CommonSOLE
00973Y108AKROAKERO THERAPEUTICS INC$2.9M0.53%71,143CommonSOLE
N5749R1002GHMERUS N V$2.8M0.52%66,960CommonSOLE
10806XAH5BRIDGEBIO PHARMA INC$2.7M0.51%2,666,627CommonSOLE
69366J200PTCTPTC THERAPEUTICS INC$2.5M0.47%50,023CommonSOLE
75901B107RGNXREGENXBIO INC$2.5M0.47%350,352CommonSOLE
039697107ARDXARDELYX INC$2.4M0.45%490,743CommonSOLE
10806XAB8BBIO 2.5 03/15/27BRIDGEBIO PHARMA INC$2.3M0.42%2,000,000CommonSOLE
268158201DVAXDYNAVAX TECHNOLOGIES CORP$2.2M0.41%170,000CommonSOLE
04335A105ARVNARVINAS INC$2.2M0.41%313,354CommonSOLE
G0544A103ASPCA SPAC III ACQUISITION CORP$2.2M0.40%215,000CommonSOLE
76243J105RYTMRHYTHM PHARMACEUTICALS INC$2.0M0.36%36,890CommonSOLE
86627T108SMMTSUMMIT THERAPEUTICS INC$1.9M0.36%100,000CALLSOLE
24661P807DCTHDELCATH SYS INC$1.9M0.35%149,385CommonSOLE
22663K107CRNXCRINETICS PHARMACEUTICALS IN$1.8M0.33%53,125CommonSOLE
483119202KALAEURKALA BIO INC$1.7M0.32%298,955CommonSOLE
92764N102VIRVIR BIOTECHNOLOGY INC$1.6M0.30%250,000CommonSOLE
77313F106RCKTROCKET PHARMACEUTICALS INC$1.6M0.30%241,800CommonSOLE
877619106TSHATAYSHA GENE THERAPIES INC$1.5M0.28%1,066,309CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$1.4M0.27%59,413CommonSOLE
359616109FULCFULCRUM THERAPEUTICS INC$1.4M0.26%490,532CommonSOLE
14179K101CRGXCARGO THERAPEUTICS INC$1.4M0.26%341,515CommonSOLE
687604108ORKAORUKA THERAPEUTICS INC$1.4M0.25%132,780CommonSOLE
834203309SLNOSOLENO THERAPEUTICS INC$1.3M0.25%18,830CommonSOLE
925050106VRNAVERONA PHARMA PLC$1.3M0.24%20,000CommonSOLE
162828206CHECKPOINT THERAPEUTICS INC$1.2M0.23%305,800CommonSOLE
01438T106ALDXALDEYRA THERAPEUTICS INC$1.2M0.23%211,579CommonSOLE
500946108KRROKORRO BIO INC$1.2M0.22%68,715CommonSOLE
21217B100CTNMCONTINEUM THERAPEUTICS INC$1.2M0.22%168,765CommonSOLE
878972108TECXTECTONIC THERAPEUTIC INC$1.1M0.21%62,603CommonSOLE
92790C104VRDNVIRIDIAN THERAPEUTICS INC$1.1M0.20%79,000CommonSOLE
92840H400VTGNVISTAGEN THERAPEUTICS INC$1.1M0.20%420,765CommonSOLE
717081103PFEPFIZER INC$1.0M0.19%41,050CommonSOLE
G33033104KDKARES ACQUISITION CORP II$1.0M0.19%90,466CommonSOLE
86881A100SGRYSURGERY PARTNERS INC$950,0000.18%40,000CommonSOLE
G52694109KNSAKINIKSA PHARMACEUTICALS INTL$919,7610.17%41,412CommonSOLE
03940C100ACLXGBXARCELLX INC$915,9070.17%13,962CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$863,1870.16%1,361CommonSOLE
G52443101KVACUKEEN VISION ACQUISITION CORP$841,5000.16%75,000CommonSOLE
00847X104AGIOAGIOS PHARMACEUTICALS INC$817,4700.15%27,900CommonSOLE
00439U104GRCEGRACE THERAPEUTICS INC$783,2070.15%343,512CommonSOLE
49372L2092KZ0KEZAR LIFE SCIENCES INC$719,3320.13%147,404CommonSOLE
04280A100ARWRARROWHEAD PHARMACEUTICALS IN$717,2620.13%56,300CommonSOLE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$661,9500.12%15,000CALLSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$616,5650.11%35,619CommonSOLE
09062X103BIIBBIOGEN INC$615,7800.11%4,500CommonSOLE
46565G1045E7ITEOS THERAPEUTICS INC$603,5430.11%101,096CommonSOLE
632307104NTRANATERA INC$600,9920.11%4,250CommonSOLE
98985Y108ZYMEZYMEWORKS INC$595,5000.11%50,000CommonSOLE
52886X107LXEOLEXEO THERAPEUTICS INC$591,4550.11%170,448CommonSOLE
49721T507KPRXKIORA PHARMACEUTICALS INC$585,9420.11%194,665CommonSOLE
84833T103SPROSPERO THERAPEUTICS INC$576,9190.11%801,277CommonSOLE
G1110E107BHVNBIOHAVEN LTD$544,2900.10%22,641CommonSOLE
74365U107TARAPROTARA THERAPEUTICS INC$522,6590.10%122,690CommonSOLE
97717Y527USFRWISDOMTREE TR$503,3000.09%10,000CommonSOLE
G0131Y100ANSCAGRICULTURE & NAT SOL ACQ CO$502,0620.09%47,062CommonSOLE
532457108LLYELI LILLY & CO$495,5460.09%600CommonSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$493,5330.09%1,490CommonSOLE
92243G108PCVXVAXCYTE INC$483,3280.09%12,800CommonSOLE
75989R107RNXTRENOVORX INC$475,0840.09%479,883CommonSOLE
014442107ALECALECTOR INC$467,8060.09%380,330CommonSOLE
457669307INSMINSMED INC$463,3850.09%6,074CommonSOLE
09075V102BNTXBIONTECH SE$455,3000.08%5,000CommonSOLE
171757206CDTXCIDARA THERAPEUTICS INC$451,0050.08%20,938CommonSOLE
88032L605TENXTENAX THERAPEUTICS INC$450,2540.08%68,741CommonSOLE
28036F105EWTXEDGEWISE THERAPEUTICS INC$440,0000.08%20,000CommonSOLE
G6363K106NABORS ENERGY TRANSITION COR$436,9050.08%39,900CommonSOLE
374163103GERNGERON CORP$423,2200.08%266,176CommonSOLE
45783C200TILINSTIL BIO INC$422,3340.08%24,328CommonSOLE
483497103KALVKALVISTA PHARMACEUTICALS INC$412,4740.08%35,743CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$371,7900.07%17,000CommonSOLE
04016X101ARGXARGENX SE$355,1190.07%600CommonSOLE
88427A107THIRD HARMONIC BIO INC$347,0000.06%100,000CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$346,6890.06%700CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$346,3810.06%4,900CommonSOLE
252828108DNTHDIANTHUS THERAPEUTICS INC$331,6900.06%18,285CommonSOLE
64135M105NGNENEUROGENE INC$327,0020.06%27,925CommonSOLE
G31249108ESTAESTABLISHMENT LABS HLDGS INC$326,4400.06%8,000CommonSOLE
92332V107VTYXUSDVENTYX BIOSCIENCES INC$323,8400.06%281,600CommonSOLE
G5212E105JVSPAC ACQUISITION CORP$321,6000.06%30,000CommonSOLE
26818M108DYNDYNE THERAPEUTICS INC$314,8360.06%30,099CommonSOLE
68218J103OABIOMNIAB INC$302,6590.06%126,108CommonSOLE
655664100JWNUSDNORDSTROM INC$293,4000.05%12,000CommonSOLE
501575104KYMRKYMERA THERAPEUTICS INC$273,7000.05%10,000CommonSOLE
71722W107PHATPHATHOM PHARMACEUTICALS INC$268,3560.05%42,800CommonSOLE
15117B202CLDXCELLDEX THERAPEUTICS INC NEW$264,9900.05%14,600CommonSOLE
462837105UCFIIRON HORSE ACQUISITIONS CORP$262,0000.05%25,000CommonSOLE
92915B106VYGRVOYAGER THERAPEUTICS INC$255,3420.05%75,545CommonSOLE
67080M103NRIXNURIX THERAPEUTICS INC$251,8560.05%21,200CommonSOLE
38341P102GOSSGOSSAMER BIO INC$249,9510.05%227,228CommonSOLE
88338N206TXMDTHERAPEUTICSMD INC$249,8980.05%270,160CommonSOLE
00773J202SYRESPYRE THERAPEUTICS INC$242,5570.05%15,033CommonSOLE
23954D109DAWNGBXDAY ONE BIOPHARMACEUTICALS I$222,2220.04%28,023CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$218,5160.04%1,402CommonSOLE
M8001Q126PYPDPOLYPID LTD$217,0170.04%80,080CommonSOLE
30063P105EXKEXACT SCIENCES CORP$216,4500.04%5,000CommonSOLE
21077P108CNTXCONTEXT THERAPEUTICS INC$214,8700.04%351,094CommonSOLE
61559X104MLTXMOONLAKE IMMUNOTHERAPEUTICS$211,9160.04%5,424CommonSOLE
86150R107STOKSTOKE THERAPEUTICS INC$200,0650.04%30,085CommonSOLE
G2283U100COLOMBIER ACQUISITION CORP I$197,1630.04%18,513CommonSOLE
22053A107QUINCE THERAPEUTICS INC$190,1340.04%142,958CommonSOLE
24823R105DNLIDENALI THERAPEUTICS INC$188,6030.04%13,873CommonSOLE
Y95308105WVEWAVE LIFE SCIENCES LTD$186,6480.03%23,100CommonSOLE
09090D301BIOMX INC$166,4870.03%299,598CommonSOLE
50127T109KURAKURA ONCOLOGY INC$165,0000.03%25,000CommonSOLE
00509G209ABOSACUMEN PHARMACEUTICALS INC$160,8010.03%146,183CommonSOLE
68622V106OGNORGANON & CO$148,9000.03%10,000CommonSOLE
28658R106CLYMCLIMB BIO INC$145,5700.03%119,320CommonSOLE
032797300AVXLANAVEX LIFE SCIENCES CORP$139,1760.03%16,221CommonSOLE
45257U108IMNMIMMUNOME INC$134,6000.02%20,000CommonSOLE
83422E204SLDBSOLID BIOSCIENCES INC$127,5720.02%34,479CommonSOLE
85209E109SPRUCE BIOSCIENCES INC$117,1180.02%403,716CommonSOLE
004468500ACHVACHIEVE LIFE SCIENCES INC$115,2720.02%43,173CommonSOLE
92941V308VYNEVYNE THERAPEUTICS INC$111,2620.02%70,419CommonSOLE
69353Y103PMVPPMV PHARMACEUTICALS INC$110,0990.02%101,008CommonSOLE
29286M105ENGENE HOLDINGS INC$106,6200.02%23,799CommonSOLE
015857105AQNALGONQUIN PWR UTILS CORP$102,8000.02%20,000CommonSOLE
G1933S101CASIFCASI PHARMACEUTICALS INC$102,4270.02%47,420CommonSOLE
18914F103CLOVCLOVER HEALTH INVESTMENTS CO$101,5970.02%28,300CommonSOLE
097702104BOLT1EURBOLT BIOTHERAPEUTICS INC$97,9860.02%244,966CommonSOLE
82024L103STTKSHATTUCK LABS INC$97,0580.02%102,156CommonSOLE
91678A107UPBUPSTREAM BIO INC$91,8000.02%15,000CommonSOLE
05338F306AVTXAVALO THERAPEUTICS INC$80,1000.01%10,000CommonSOLE
45790W108INOZYME PHARMA INC$79,8970.01%87,799CommonSOLE
75629V104RXRXRECURSION PHARMACEUTICALS IN$79,3500.01%15,000CommonSOLE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$75,0000.01%10,000CommonSOLE
55234L105LYRAGBPLYRA THERAPEUTICS INC$67,3430.01%533,200CommonSOLE
71722W107PHATPHATHOM PHARMACEUTICALS INC$63,3270.01%10,100CALLSOLE
00534B100ADGMADAGIO MED HLDGS INC$61,7820.01%76,757CommonSOLE
65343E108NXTCEURNEXTCURE INC$57,6420.01%120,012CommonSOLE
87583X109TNGXTANGO THERAPEUTICS INC$56,6440.01%41,346CommonSOLE
28617K101ELDNELEDON PHARMACEUTICALS INC$56,2740.01%16,600CommonSOLE
82686Q101SLNSILENCE THERAPEUTICS PLC$52,5730.01%18,643CommonSOLE
462260100IOVAIOVANCE BIOTHERAPEUTICS INC$52,2810.01%15,700CommonSOLE
640268108NKTREURNEKTAR THERAPEUTICS$46,0730.01%67,754CommonSOLE
68277Q105OKURONKURE THERAPEUTICS INC$43,0000.01%10,000CommonSOLE
690469101OVIDOVID THERAPEUTICS INC$36,1390.01%115,867CommonSOLE
62459M206MOVANO INC$35,0370.01%19,146CommonSOLE
52187K200CYPHLEAP THERAPEUTICS INC$33,8660.01%111,000CommonSOLE
G1000R127AA MISSION ACQUISITION CORP$33,5890.01%505,099CommonSOLE
23284F105CTMXCYTOMX THERAPEUTICS INC$29,9050.01%47,036CommonSOLE
G0544A145ASPCRA SPAC III ACQUISITION CORP$29,7990.01%215,000CommonSOLE
98422T100XILIO THERAPEUTICS INC$28,9760.01%40,000CommonSOLE
713317105PEPGPEPGEN INC$28,5950.01%20,352CommonSOLE
N71542109PRQRPROQR THRAPEUTICS N V$27,1240.01%20,394CommonSOLE
640979100NMRANEUMORA THERAPEUTICS INC.$26,1080.00%26,108CommonSOLE
589492107MREOMEREO BIOPHARMA GROUP PLC$22,5000.00%10,000CommonSOLE
15117F807CLRBUSDCELLECTAR BIOSCIENCES INC$12,6840.00%40,228CommonSOLE
75120L100RALLYBIO CORP$8,7700.00%13,400CommonSOLE
G5212E113JVSPAC ACQUISITION CORP$8,4000.00%30,000CommonSOLE
462837121IRON HORSE ACQUISITIONS CORP$7,5000.00%25,000CommonSOLE
207523101CONNECT BIOPHARMA HLDGS LTD$5,6650.00%10,300CommonSOLE
G3034H141EMCRFEMBRACE CHANGE ACQUISITN COR$2,3660.00%13,144CommonSOLE
462837113UCFIWIRON HORSE ACQUISITIONS CORP$8000.00%25,000CommonSOLE
G3034H125EMCWFEMBRACE CHANGE ACQUISITN COR$6950.00%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.