StockDriftsStockDriftsTop 50 Tcg Crossover Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ABVX | ABIVAX SA AMERICAN DEPOSITARY SHARES | 19.24% | 6.01M | $800.6M | -7.30%(-473.25K) | $18.11(+570.42%) | 2026-06-30 | |
| TNGX | TANGO THERAPEUTICS INC | 6.82% | 9.08M | $283.9M | -13.77%(-1.45M) | $6.47(+295.36%) | 2026-06-30 | |
| CGON | CG ONCOLOGY INC | 6.27% | 3.67M | $260.8M | +0.00%(+0) | $43.73(+72.87%) | 2026-06-30 | |
| COGT | COGENT BIOSCIENCES INC | 4.52% | 4.85M | $187.9M | -1.87%(-92.46K) | $9.04(+319.53%) | 2026-06-30 | |
| IMVT | IMMUNOVANT INC | 4.13% | 4.46M | $171.8M | +0.00%(+0) | $23.51(+77.92%) | 2026-06-30 | |
| SYRE | SPYRE THERAPEUTICS INC | 4.06% | 1.90M | $168.7M | +0.00%(+0) | $19.61(+428.48%) | 2026-06-30 | |
| DNTH | DIANTHUS THERAPEUTICS INC | 3.93% | 1.68M | $163.4M | +0.00%(+0) | $25.05(+362.93%) | 2026-06-30 | |
| MIRM | MIRUM PHARMACEUTICALS INC | 2.99% | 1.06M | $124.3M | +0.00%(+0) | $85.13(+18.22%) | 2026-06-30 | |
| ZLAB | ZAI LAB LTD-ADR | 2.8% | 6.14M | $116.6M | new | $18.43(+40.57%) | 2026-06-30 | |
| AMLX | AMYLYX PHARMACEUTICALS INC | 2.7% | 6.24M | $112.1M | +0.00%(+0) | $3.15(+585.81%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +47.19% | +218.91% | — | — | +257.47% |
| Top 20 Holdings Unweighted | +77.06% | +455.10% | — | — | +615.53% |
Tcg Crossover Management LLC reports $4.16B in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are ABVX (19.2%), TNGX (6.8%) and CGON (6.3%). The top 20 holdings account for 79.53% of reported assets. Its disclosed equity book has returned +218.91% 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 Tcg Crossover Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1839948). View Tcg Crossover Management LLC’s 13F filings on SEC