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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 15 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NEUPHORIA THERAPEUTICS INC 30,000.0 $122K 0.01% NEW $4.07
282 MIST MILESTONE PHARMACEUTICALS IN Healthcare 100,000.0 $119K 0.01% NEW $1.19 +20.2%
283 ARCT ARCTURUS THERAPEUTICS HLDGS Healthcare 15,000.0 $116K 0.01% NEW $7.72 -13.3%
284 MGNX MACROGENICS INC Healthcare 40,000.0 $116K 0.01% NEW $2.89 +50.5%
285 CCCC C4 THERAPEUTICS INC Healthcare 43,000.0 $113K 0.01% NEW $2.63 +18.3%
286 RXRX RECURSION PHARMACEUTICALS IN Healthcare 35,000.0 $107K 0.01% NEW $3.07 -5.9%
287 DSGN DESIGN THERAPEUTICS INC Healthcare 10,000.0 $106K 0.01% NEW $10.64 +0.6%
288 GOSS GOSSAMER BIO INC Healthcare 287,531.0 $94K 0.01% NEW $0.33 -39.4%
289 IMMX IMMIX BIOPHARMA INC Healthcare 10,000.0 $91K 0.01% NEW $9.11 -1.3%
290 STI CALL SOLIDION TECHNOLOGY INC Industrials 13,500.0 $85K 0.01% NEW $6.31 -27.4%
291 LITS LITE STRATEGY INC Healthcare 67,292.0 $78K 0.01% NEW $1.16 -6.0%
292 VERU VERU INC Healthcare 35,000.0 $77K 0.01% NEW $2.21 -4.5%
293 KYNB KYNTRA BIO INC Healthcare 10,469.0 $71K 0.00% NEW $6.78 +0.3%
294 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 40,000.0 $70K 0.00% NEW $1.76 +98.9%
295 BMEA BIOMEA FUSION INC Healthcare 43,420.0 $66K 0.00% NEW $1.53 -20.3%
296 NMRA NEUMORA THERAPEUTICS INC. Healthcare 33,100.0 $65K 0.00% NEW $1.95 -9.2%
297 OGN ORGANON & CO Healthcare 10,000.0 $60K 0.00% NEW $5.99 +124.0%
298 ESPR ESPERION THERAPEUTICS INC NE Healthcare 21,400.0 $59K 0.00% NEW $2.74 +14.2%
299 MREO MEREO BIOPHARMA GROUP PLC Healthcare 150,000.0 $50K 0.00% NEW $0.33 -27.9%
300 ANTX AN2 THERAPEUTICS INC Healthcare 13,861.0 $47K 0.00% NEW $3.42 +33.0%
Page 15 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%