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Institutional

EcoR1 Capital, LLC

CIK 0001587114
$2.36B
Reported AUM
29
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · EcoR1 Capital, LLC · Q1 2026

AI · grounded in 13F

EcoR1 Capital, LLC closed its position in IMNM for a reduction of $61.3M. The fund established a new position in AKTS worth $86.3M and increased its stake in CNTA by 105.8%. Other notable activity includes new positions in RLAY and ERAS, alongside the closure of positions in GPCR and PCVX.

Portfolio · Q1 2026

ZYME$575.2MANAB$437.0MJAZZ$322.6MCNTA$254.6MCRNX$155.7MAKTSORICCGONCRSPETONLKFTOther$169.0MEL

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1ZYMEZYMEWORKS INC$22.713.18%80.67%-31.16%$575.2M24.41%HELD
2ANABANAPTYSBIO INC$55.045.56%224.54%212.89%$437.0M18.55%HELD
3JAZZJAZZ PHARMACEUTICALS PLC$258.380.94%122.16%94.86%$322.6M13.69%HELD
4CNTACENTESSA PHARMACEUTICALS PLC0.00%$254.6M10.81%HELD
5CRNXCRINETICS PHARMACEUTICALS IN$83.63-0.30%201.02%255.56%$155.7M6.61%HELD
6AKTSAKTIS ONCOLOGY INC$23.002.72%2.68%14.26%$86.3M3.66%HELD
7ORICORIC PHARMACEUTICALS INC$11.643.19%15.02%-47.31%$85.2M3.62%HELD
8CGONCG ONCOLOGY INC$73.035.66%168.57%58.04%$74.6M3.17%HELD
9CRSPCRISPR THERAPEUTICS AG$48.441.68%-15.07%-61.87%$66.1M2.80%HELD
10ETONETON PHARMACEUTICALS INC$49.031.87%240.55%813.09%$53.6M2.27%HELD
11LKFTGALAPAGOS NV$27.64-0.29%-15.26%-52.87%$50.0M2.12%HELD
12XNCRXENCOR INC$21.4910.04%169.30%-36.55%$26.3M1.12%HELD
13NGNENEUROGENE INC$33.60-0.18%54.11%-79.41%$25.6M1.09%HELD
14BBOTBRIDGEBIO ONCOLOGY THERAPEUT$8.503.22%-19.45%-19.18%$25.3M1.07%HELD
15MBXMBX BIOSCIENCES INC$66.463.91%378.44%187.27%$23.2M0.98%HELD
16RLAYRELAY THERAPEUTICS INC$19.455.88%461.61%-41.09%$19.0M0.80%HELD
17ZBIOZENAS BIOPHARMA INC$32.273.80%101.75%46.41%$15.4M0.66%HELD
18ERASERASCA INC$18.685.42%1243.88%-21.87%$14.6M0.62%HELD
19EIKNEIKON THERAPEUTICS INC$9.626.77%-33.66%-9.07%$7.8M0.33%HELD
20REPLREPLIMUNE GROUP INC-28.82%-82.97%$7.7M0.32%HELD
21ZURAZURA BIO LTD$5.544.33%272.67%-17.91%$7.0M0.30%HELD
22PHATPHATHOM PHARMACEUTICALS INC$9.03-22.42%39.40%-67.29%$6.9M0.29%HELD
23MREOMEREO BIOPHARMA GROUP PLC$0.312.61%-81.54%-89.01%$4.4M0.19%HELD
24STOKSTOKE THERAPEUTICS INC$30.041.90%132.69%14.74%$3.3M0.14%HELD
25PRLDPRELUDE THERAPEUTICS INC$5.057.22%509.90%-85.85%$3.2M0.14%HELD
26IBIOIBIO INC$1.392.21%110.61%-99.78%$3.0M0.13%HELD
27HLXCHELIX ACQUISITION CORP III USD$10.510.00%2.54%2.14%$2.0M0.09%HELD
28ATRAATARA BIOTHERAPEUTICS INC$8.171.36%-29.26%-97.82%$471K0.02%HELD
29SRZNWSURROZEN INC-30.59%$129K0.01%HELD

Source: SEC EDGAR · accession 0000935836-26-000270. 13F discloses long positions only — shorts, foreign equities, and options are excluded.