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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 9 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EA ELECTRONIC ARTS INC Communication Services 4,936.0 $1.0M 0.06% NEW $203.87 -1.2%
162 FULC FULCRUM THERAPEUTICS INC Healthcare 130,560.0 $1.0M 0.06% NEW $7.67 -19.7%
163 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 105,000.0 $1000K 0.06% NEW $9.52 -6.7%
164 GH GUARDANT HEALTH INC Healthcare 10,000.0 $924K 0.05% NEW $92.37 +11.8%
165 CRESCENT BIOPHARMA INC. 50,273.0 $924K 0.05% NEW $18.37
166 CNTX CONTEXT THERAPEUTICS INC Healthcare 351,094.0 $920K 0.05% NEW $2.62 -16.8%
167 ENGENE HOLDINGS INC 133,686.0 $910K 0.05% NEW $6.81
168 SLN SILENCE THERAPEUTICS PLC Healthcare 172,157.0 $907K 0.05% NEW $5.27 +13.7%
169 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 19,500.0 $905K 0.05% NEW $46.42 -0.6%
170 CALL KEEN VISION ACQUISITION CORP 75,000.0 $900K 0.05% NEW $12.00
171 IBIO INC 469,878.0 $893K 0.05% NEW $1.90
172 BNTX BIONTECH SE Healthcare 10,000.0 $889K 0.05% NEW $88.88 -0.6%
173 GILD GILEAD SCIENCES INC Healthcare 6,351.0 $885K 0.05% NEW $139.37 -6.2%
174 NRIX NURIX THERAPEUTICS INC Healthcare 56,070.0 $869K 0.05% NEW $15.50 +2.3%
175 DYN DYNE THERAPEUTICS INC Healthcare 47,463.0 $861K 0.05% NEW $18.13 -7.7%
176 ISRG INTUITIVE SURGICAL INC Healthcare 1,830.0 $844K 0.05% NEW $460.99 -5.5%
177 ANL ADLAI NORTYE LTD Healthcare 117,909.0 $816K 0.05% NEW $6.92 +55.3%
178 WW INTL INC 57,700.0 $793K 0.05% NEW $13.74
179 RNA ATRIUM THERAPEUTICS INC Healthcare 57,688.0 $771K 0.04% NEW $13.36 -3.7%
180 ITGR INTEGER HLDGS CORP Healthcare 8,750.0 $770K 0.04% NEW $88.00 +2.5%
Page 9 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%