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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 8 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MSLE SATELLOS BIOSCIENCE INC Healthcare 222,555.0 $1.3M 0.07% NEW $5.63 +24.2%
142 QURE UNIQURE NV Healthcare 76,206.0 $1.2M 0.07% NEW $16.35 +52.5%
143 NVO NOVO-NORDISK A S Healthcare 33,000.0 $1.2M 0.07% NEW $36.75 +20.5%
144 PROMIS NEUROSCIENCES INC 95,350.0 $1.2M 0.07% NEW $12.70
145 LXRX LEXICON PHARMACEUTICALS INC Healthcare 750,000.0 $1.2M 0.07% NEW $1.56 +37.2%
146 SDGR SCHRODINGER INC Healthcare 101,500.0 $1.2M 0.07% NEW $11.36 +6.1%
147 KPTI CALL KARYOPHARM THERAPEUTICS INC Healthcare 205,200.0 $1.1M 0.07% NEW $5.57 +34.1%
148 XNCR XENCOR INC Healthcare 93,665.0 $1.1M 0.07% NEW $12.06 -8.3%
149 OABI OMNIAB INC Healthcare 705,190.0 $1.1M 0.07% NEW $1.57 +45.9%
150 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 116,712.0 $1.1M 0.06% NEW $9.31 -10.1%
151 KROS KEROS THERAPEUTICS INC Healthcare 97,318.0 $1.1M 0.06% NEW $11.04 -8.0%
152 DAWN DAY ONE BIOPHARMACEUTICALS I Healthcare 49,923.0 $1.1M 0.06% NEW $21.44 +0.4%
153 BMY BRISTOL-MYERS SQUIBB CO Healthcare 17,500.0 $1.1M 0.06% NEW $60.65 -3.9%
154 TNGX TANGO THERAPEUTICS INC Healthcare 50,000.0 $1.0M 0.06% NEW $20.92 -1.4%
155 TNYA TENAYA THERAPEUTICS INC Healthcare 1,507,800.0 $1.0M 0.06% NEW $0.69 +13.7%
156 BEST SPAC I ACQUISITION CORP 100,000.0 $1.0M 0.06% NEW $10.40
157 MCK MCKESSON CORP Healthcare 1,200.0 $1.0M 0.06% NEW $865.36 -10.3%
158 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 18,200.0 $1.0M 0.06% NEW $56.49 -12.1%
159 ARROWHEAD PHARMACEUTICALS IN 10,000.0 $1.0M 0.06% NEW $102.40
160 ORKA ORUKA THERAPEUTICS INC Healthcare 20,840.0 $1.0M 0.06% NEW $49.05 +18.9%
Page 8 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%