StockDriftsStockDriftsTop 50 Odyssean LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RARE | ULTRAGENYX PHARMACEUTICAL IN | 0.66% | 122.1K | $4.1M | +81.11%(+54.67K) | $24.76(+6.97%) | 2026-06-30 | |
| KYMR | KYMERA THERAPEUTICS INC | 0.64% | 34.5K | $4.0M | +132.68%(+19.66K) | $86.36(+35.94%) | 2026-06-30 | |
| IDYA | IDEAYA BIOSCIENCES INC | 0.62% | 102.6K | $3.8M | +571.61%(+87.31K) | $33.84(+7.26%) | 2026-06-30 | |
| PCVX | VAXCYTE INC | 0.59% | 62.6K | $3.6M | +211.46%(+42.53K) | $52.27(+11.09%) | 2026-06-30 | |
| AFRM | AFFIRM HLDGS INC | 0.58% | 44.0K | $3.6M | +139.10%(+25.58K) | $64.49(+21.49%) | 2026-06-30 | |
| CLDX | CELLDEX THERAPEUTICS INC NEW | 0.58% | 95.1K | $3.5M | new | $33.34(+25.81%) | 2026-06-30 | |
| LOAR | LOAR HOLDINGS INC | 0.57% | 43.7K | $3.5M | +111.29%(+23.00K) | $68.29(+13.36%) | 2026-06-30 | |
| MIRM | MIRUM PHARMACEUTICALS INC | 0.57% | 29.9K | $3.5M | +149.95%(+17.95K) | $92.81(+8.44%) | 2026-06-30 | |
| DASH | DOORDASH INC | 0.57% | 18.9K | $3.5M | new | $180.52(+20.22%) | 2026-06-30 | |
| KRYS | KRYSTAL BIOTECH INC | 0.57% | 9.3K | $3.5M | +94.00%(+4.53K) | $266.80(+24.54%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +2.95% |
| Top 20 Holdings Unweighted | — | — | — | — | +3.46% |
Odyssean LLC reports $614.88M in US-listed equity holdings across 485 positions in its most recent 13F filing. Its largest disclosed positions are RARE (0.7%), KYMR (0.6%) and IDYA (0.6%). The top 20 holdings account for 11.34% of reported assets. Its disclosed equity book has returned +2.95% cumulatively over 2 quarters. 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 Odyssean LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2092853). View Odyssean LLC’s 13F filings on SEC