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Institutional

Octagon Capital Advisors LP

CIK 0001839435
$0
Reported AUM
0
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Octagon Capital Advisors LP · Q1 2026

AI · grounded in 13F

Octagon Capital Advisors LP closed its position in ABVX, reducing its exposure by $101.95M. The fund also exited positions in DNTH and COGT, representing reductions of $99.59M and $83.47M respectively. In total, the fund reduced 27 positions during the period.

Portfolio · Q1 2026

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1ABVXABIVAX SA$101.53-3.24%1139.68%900.30%756,000EXITED
2DNTHDIANTHUS THERAPEUTICS INC$80.51-4.30%327.11%-29.33%2,416,667EXITED
3COGTCOGENT BIOSCIENCES INC$31.02-5.40%356.18%417.00%2,350,000EXITED
4TSHATAYSHA GENE THERAPIES INC$5.50-6.62%93.66%-68.19%8,859,911EXITED
5GOSSGOSSAMER BIO INC$0.17-1.69%-86.84%-97.77%13,915,371EXITED
6KYMRKYMERA THERAPEUTICS INC$74.13-0.64%55.67%23.18%535,000EXITED
7AVBPARRIVENT BIOPHARMA INC$30.35-8.28%29.04%40.90%1,971,054EXITED
8TRVITREVI THERAPEUTICS INC$13.33-4.31%88.81%601.58%2,815,000EXITED
9OCULOCULAR THERAPEUTIX INC$8.25-6.25%-8.54%-25.07%2,623,600EXITED
10BRD1EURMIND MEDICINE MINDMED INC2,230,000EXITED
11CGONCG ONCOLOGY INC$53.72-4.23%99.63%20.15%600,000EXITED
12ALMSALUMIS INC$19.06-6.52%430.92%54.96%2,530,700EXITED
13PALIPALISADE BIO INC$1.74-9.84%148.57%-99.92%9,567,898EXITED
14CDTXCIDARA THERAPEUTICS INC100,000EXITED
15BIOABIOAGE LABS INC$15.70-7.76%252.81%-33.47%1,598,000EXITED
16KALVKALVISTA PHARMACEUTICALS INC$26.950.00%87.61%33.81%1,273,333EXITED
17RAPTRAPT THERAPEUTICS INC574,000EXITED
18CNTACENTESSA PHARMACEUTICALS PLC$39.62-0.45%232.38%91.96%750,000EXITED
19PHVSPHARVARIS N V$31.09-1.71%85.28%74.96%671,465EXITED
20LXEOLEXEO THERAPEUTICS INC$4.37-8.58%12.63%-67.44%1,725,000EXITED
21BBOTBRIDGEBIO ONCOLOGY THERAPEUT$7.81-5.10%-28.28%-24.90%1,043,110EXITED
22DBVTDBV TECHNOLOGIES S A$16.59-5.63%81.71%59.52%574,200EXITED
23EVMNEVOMMUNE INC$19.92-3.72%8.20%16.36%500,000EXITED
24DTILPRECISION BIOSCIENCES INC$6.501.40%18.40%-97.80%1,917,995EXITED
25CRBPCORBUS PHARMACEUTICALS HLDGS$7.56-5.62%-18.09%-81.61%955,000EXITED
26UNCYUNICYCIVE THERAPEUTICS INC$6.92-6.86%-8.22%-76.14%1,000,000EXITED
27PEPGPEPGEN INC$1.41-4.73%-6.00%-85.80%700,000EXITED

Source: SEC EDGAR · accession 0001839435-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.