StockDriftsStockDriftsTop 27 Ecor1 Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ZYME | ZYMEWORKS INC | 29.77% | 22.97M | $600.4M | +0.00%(+0) | $9.83(+155.48%) | 2026-06-30 | |
| ANAB | ANAPTYSBIO INC | 26.37% | 7.88M | $531.9M | -33.33%(-3.94M) | $14.65(+299.20%) | 2026-06-30 | |
| AKTS | AKTIS ONCOLOGY INC | 7.71% | 4.82M | $155.5M | +0.00%(+0) | $17.89(+39.35%) | 2026-06-30 | |
| CGON | CG ONCOLOGY INC | 5.26% | 1.49M | $106.2M | +35.60%(+392.30K) | $50.91(+48.50%) | 2026-06-30 | |
| ETON | ETON PHARMACEUTICALS INC | 3.9% | 2.17M | $78.6M | +0.00%(+0) | $9.42(+524.77%) | 2026-06-30 | |
| CRSP | CRISPR THERAPEUTICS AG | 3.76% | 1.39M | $75.8M | +0.00%(+0) | $65.38(-18.09%) | 2026-06-30 | |
| ORIC | ORIC PHARMACEUTICALS INC | 3.61% | 6.73M | $72.9M | +0.00%(+0) | $16.01(-13.38%) | 2026-06-30 | |
| GLPG | LAKEFRONT BIOTHERAPEUTICS NV | 2.48% | 1.67M | $50.0M | +0.00%(+0) | $30.68(-8.96%) | 2026-06-30 | |
| NGNE | NEUROGENE INC | 1.98% | 1.27M | $40.0M | +0.00%(+0) | $17.59(+105.46%) | 2026-06-30 | |
| STOK | STOKE THERAPEUTICS INC | 1.19% | 735.0K | $24.0M | +635.00%(+635.00K) | $32.23(-2.98%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | -2.27% | -6.65% | -5.99% | -26.57% |
| Top 20 Holdings Unweighted | +9.00% | +29.51% | -6.25% | -27.59% |
Ecor1 Capital LLC reports $2.06B in US-listed equity holdings across 31 positions in its most recent 13F filing. Its largest disclosed positions are ZYME (29.8%), ANAB (26.4%) and AKTS (7.7%). The top 20 holdings account for 94.48% of reported assets. Its disclosed equity book has returned -6.65% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ecor1 Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1587114). View Ecor1 Capital LLC’s 13F filings on SEC