StockDriftsStockDriftsTop 50 Ra Capital Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RYTM | RHYTHM PHARMACEUTICALS INC | 6.43% | 6.67M | $740.2M | +0.00%(+0) | $39.03(+195.84%) | 2026-06-30 | |
| PCVX | VAXCYTE INC | 5.8% | 11.47M | $667.0M | +0.00%(+0) | $45.61(+27.31%) | 2026-06-30 | |
| SION | SIONNA THERAPEUTICS INC | 3.79% | 9.91M | $435.7M | +0.00%(+0) | $10.46(-38.24%) | 2026-06-30 | |
| TYRA | TYRA BIOSCIENCES INC | 3.39% | 12.20M | $389.6M | +0.00%(+0) | $16.23(+55.80%) | 2026-06-30 | |
| EWTX | EDGEWISE THERAPEUTICS INC | 2.96% | 8.39M | $341.0M | -19.52%(-2.04M) | $17.96(+145.98%) | 2026-06-30 | |
| NAMS | NEWAMSTERDAM PHARMA CO NV | 2.81% | 9.55M | $323.7M | +0.00%(+0) | $13.90(+94.07%) | 2026-06-30 | |
| SEPN | SEPTERNA INC | 2.04% | 7.00M | $234.3M | +0.00%(+0) | $22.90(+94.32%) | 2026-06-30 | |
| BCAX | BICARA THERAPEUTICS INC | 1.87% | 7.26M | $215.4M | +0.00%(+0) | $25.18(-3.56%) | 2026-06-30 | |
| MLYS | MINERALYS THERAPEUTICS INC | 1.8% | 7.69M | $207.6M | +0.00%(+0) | $16.98(+51.05%) | 2026-06-30 | |
| GHRS | GH RESEARCH PLC | 1.78% | 7.64M | $205.3M | -0.52%(-39.88K) | $17.34(+70.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.97% | +60.02% | -1.84% | -8.85% |
| Top 20 Holdings Unweighted | +17.40% | +61.80% | -4.38% | -20.07% |
Ra Capital Management L P reports $11.51B in US-listed equity holdings across 84 positions in its most recent 13F filing. Its largest disclosed positions are RYTM (6.4%), PCVX (5.8%) and SION (3.8%). The top 20 holdings account for 46.85% of reported assets. Its disclosed equity book has returned +60.02% 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 Ra Capital Management L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1346824). View Ra Capital Management L P’s 13F filings on SEC