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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 6 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AVBP ARRIVENT BIOPHARMA INC Healthcare 141,814.0 $3.3M 0.19% NEW $23.07 +16.2%
102 PLRX PLIANT THERAPEUTICS INC Healthcare 2,585,126.0 $3.3M 0.19% NEW $1.26 -7.1%
103 ATAIBECKLEY INC 913,242.0 $3.2M 0.19% NEW $3.54
104 RLMD RELMADA THERAPEUTICS INC Healthcare 451,918.0 $3.1M 0.18% NEW $6.96 +0.3%
105 CATX PERSPECTIVE THERAPEUTICS INC Healthcare 749,335.0 $3.1M 0.18% NEW $4.17 -11.3%
106 CORBUS PHARMACEUTICALS HLDGS 331,781.0 $3.1M 0.18% NEW $9.39
107 ELDN ELEDON PHARMACEUTICALS INC Healthcare 974,421.0 $3.0M 0.18% NEW $3.08 +18.8%
108 PHVS PHARVARIS N V Healthcare 105,528.0 $3.0M 0.17% NEW $28.25 +3.6%
109 APLS APELLIS PHARMACEUTICALS INC Healthcare 72,500.0 $2.9M 0.17% NEW $40.23 +2.0%
110 EWTX EDGEWISE THERAPEUTICS INC Healthcare 90,599.0 $2.9M 0.17% NEW $31.50 +1.9%
111 PEPG PEPGEN INC Healthcare 1,607,638.0 $2.8M 0.17% NEW $1.77 -21.5%
112 CAPR CAPRICOR THERAPEUTICS INC Healthcare 90,593.0 $2.8M 0.16% NEW $30.40 -7.4%
113 MASI MASIMO CORP Healthcare 15,000.0 $2.7M 0.16% NEW $177.87 +0.5%
114 INOVIO PHARMACEUTICALS INC 1,470,108.0 $2.6M 0.15% NEW $1.74
115 TFX TELEFLEX INCORPORATED Healthcare 21,186.0 $2.5M 0.15% NEW $119.61 +11.3%
116 BRIGHT MINDS BIOSCIENCES INC 33,900.0 $2.5M 0.15% NEW $72.97
117 BIOA BIOAGE LABS INC Healthcare 135,560.0 $2.4M 0.14% NEW $17.49 -5.9%
118 ALEC ALECTOR INC Healthcare 1,050,000.0 $2.3M 0.13% NEW $2.15 +0.0%
119 PFE PFIZER INC Healthcare 77,400.0 $2.2M 0.13% NEW $28.08 -7.9%
120 DCTH DELCATH SYS INC Healthcare 224,385.0 $2.1M 0.12% NEW $9.28 +16.9%
Page 6 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%