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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 3 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 INHIBIKASE THERAPEUTICS INC 6,606,572.0 $11.1M 0.65% NEW $1.68
42 SPRY ARS PHARMACEUTICALS INC Healthcare 1,361,536.0 $10.9M 0.64% NEW $8.03 -8.3%
43 TERN CALL TERNS PHARMACEUTICALS INC Healthcare 200,000.0 $10.5M 0.62% NEW $52.72 +0.4%
44 HLXC HELIX ACQUISITION CORP III Financial Services 1,000,000.0 $10.3M 0.61% NEW $10.30 -0.8%
45 OVID OVID THERAPEUTICS INC Healthcare 4,544,113.0 $10.1M 0.59% NEW $2.22 +11.8%
46 ONKURE THERAPEUTICS INC 2,434,941.0 $10.1M 0.59% NEW $4.14
47 REGN REGENERON PHARMACEUTICALS Healthcare 12,154.0 $9.4M 0.55% NEW $772.64 -17.9%
48 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 457,137.0 $8.5M 0.50% NEW $18.64 -11.1%
49 LXEO LEXEO THERAPEUTICS INC Healthcare 1,467,350.0 $8.4M 0.50% NEW $5.74 -20.9%
50 OPUS GENETICS INC 1,849,004.0 $8.4M 0.49% NEW $4.55
51 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 268,391.0 $8.1M 0.48% NEW $30.12 +13.1%
52 SVRA SAVARA INC Healthcare 1,464,535.0 $8.0M 0.47% NEW $5.46 -13.0%
53 MPLT MAPLIGHT THERAPEUTICS INC Healthcare 374,909.0 $7.6M 0.45% NEW $20.33 +32.5%
54 LONA LEONABIO INC Healthcare 727,481.0 $7.5M 0.44% NEW $10.28 -2.6%
55 EQ EQUILLIUM INC Healthcare 3,726,659.0 $7.5M 0.44% NEW $2.00 -4.8%
56 VKTX VIKING THERAPEUTICS INC Healthcare 227,717.0 $7.4M 0.44% NEW $32.54 -12.5%
57 DAMORA THERAPEUTICS INC 279,000.0 $7.2M 0.42% NEW $25.90
58 URGN UROGEN PHARMA LTD Healthcare 395,459.0 $7.1M 0.42% NEW $17.98 +58.8%
59 BBIO BRIDGEBIO PHARMA INC Healthcare 94,292.0 $7.0M 0.41% NEW $74.26 -11.5%
60 PRME PRIME MEDICINE INC Healthcare 1,973,282.0 $6.9M 0.40% NEW $3.48 -20.7%
Page 3 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%