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Portfolio (Quarterly) Guide ↗

ADAR1 Capital Management, LLC

· CIK 0001940272
13F Portfolio $1.7B AUM 311 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 310 New
Page 13 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PMVP PMV PHARMACEUTICALS INC Healthcare 231,008.0 $286K 0.02% NEW $1.24 +5.6%
242 TRAW TRAWS PHARMA INC Healthcare 154,098.0 $282K 0.02% NEW $1.83 -13.1%
243 JBIO JADE BIOSCIENCES INC Healthcare 20,000.0 $281K 0.02% NEW $14.05 +56.7%
244 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 13,400.0 $281K 0.02% NEW $20.95 +15.5%
245 PROCAP ACQUISITION CORP 26,940.0 $279K 0.02% NEW $10.34
246 BCAX BICARA THERAPEUTICS INC Healthcare 13,705.0 $273K 0.02% NEW $19.89 +0.7%
247 RXST RXSIGHT INC Healthcare 43,250.0 $266K 0.02% NEW $6.16 -2.6%
248 PANW PALO ALTO NETWORKS INC Technology 1,600.0 $257K 0.01% NEW $160.32 +54.4%
249 NTLA INTELLIA THERAPEUTICS INC Healthcare 19,517.0 $250K 0.01% NEW $12.82 -1.0%
250 CRWD CROWDSTRIKE HLDGS INC Technology 640.0 $250K 0.01% NEW $390.41 +58.5%
251 RBRK RUBRIK INC. Technology 4,900.0 $240K 0.01% NEW $48.97 +32.7%
252 RPRX ROYALTY PHARMA PLC Healthcare 5,000.0 $240K 0.01% NEW $47.97 +8.5%
253 SGRY SURGERY PARTNERS INC Healthcare 20,000.0 $238K 0.01% NEW $11.92 +16.8%
254 LRMR LARIMAR THERAPEUTICS INC Healthcare 52,745.0 $237K 0.01% NEW $4.50 -28.0%
255 EOLS EVOLUS INC Healthcare 55,859.0 $230K 0.01% NEW $4.11 +59.9%
256 QTTB Q32 BIO INC Healthcare 35,000.0 $225K 0.01% NEW $6.42 -5.5%
257 LONGEVERON INC 200,000.0 $208K 0.01% NEW $1.04
258 ANAB ANAPTYSBIO INC Healthcare 3,698.0 $205K 0.01% NEW $55.46 +7.8%
259 CEPS CANTOR EQUITY PARTNERS VI IN Financial Services 20,000.0 $202K 0.01% NEW $10.10 +0.9%
260 KALV KALVISTA PHARMACEUTICALS INC Healthcare 10,000.0 $201K 0.01% NEW $20.13 +32.9%
Page 13 of 16  ·  310 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 94.6%
Financial Services 4.9%
Real Estate 0.1%
Consumer Cyclical 0.1%
Technology 0.1%
Communication Services 0.1%
Industrials 0.1%
Basic Materials 0.1%