StockDriftsStockDriftsTop 26 Octagon Capital Advisors LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DNTH | DIANTHUS THERAPEUTICS INC | 16.48% | 1.84M | $179.5M | -5.39%(-105.00K) | $20.59(+463.29%) | 2026-06-30 | |
| DFTX | DEFINIUM THERAPEUTICS INC | 12.74% | 2.95M | $138.8M | +20.90%(+510.00K) | $18.93(+125.17%) | 2026-06-30 | |
| ABVX | ABIVAX SA | 12.15% | 993.0K | $132.3M | +46.68%(+316.00K) | $43.16(+181.30%) | 2026-06-30 | |
| COGT | COGENT BIOSCIENCES INC | 8.35% | 2.35M | $90.9M | +0.00%(+0) | $9.50(+299.27%) | 2026-06-30 | |
| ALMS | ALUMIS INC | 7.31% | 2.83M | $79.7M | +0.00%(+0) | $7.83(+223.20%) | 2026-06-30 | |
| AVBP | ARRIVENT BIOPHARMA INC | 6.28% | 1.97M | $68.5M | +0.00%(+0) | $18.44(+60.05%) | 2026-06-30 | |
| TSHA | TAYSHA GENE THERAPIES INC | 6.06% | 9.69M | $66.0M | +9.41%(+833.33K) | $2.30(+158.84%) | 2026-06-30 | |
| BIOA | BIOAGE LABS INC | 3.93% | 1.75M | $42.8M | +0.00%(+0) | $10.05(+4.84%) | 2026-06-30 | |
| MIRM | MIRUM PHARMACEUTICALS INC | 3.64% | 338.9K | $39.7M | +0.00%(+0) | $85.68(+17.45%) | 2026-06-30 | |
| KYMR | KYMERA THERAPEUTICS INC | 3.26% | 310.0K | $35.5M | -27.06%(-115.00K) | $49.00(+139.56%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.82% | +94.48% | +10.58% | +65.31% |
| Top 20 Holdings Unweighted | +46.66% | +215.47% | +23.29% | +184.84% |
Octagon Capital Advisors LP reports $1.11B in US-listed equity holdings across 26 positions in its most recent 13F filing. Its largest disclosed positions are DNTH (16.5%), DFTX (12.7%) and ABVX (12.2%). The top 20 holdings account for 97.34% of reported assets. Its disclosed equity book has returned +94.48% 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 Octagon Capital Advisors LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1839435). View Octagon Capital Advisors LP’s 13F filings on SEC