EcoR1 Capital, LLC
Net seller this quarter
$2.06B
30
-$967M
86.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ZYME | $600M | 29.19% | 32.17% | Not reported | Q1 2020 |
 ANAB | $532M | 25.86% | 27.08% | -33.3% | Q4 2019 |
 AKTS | $155M | 7.56% | 9.03% | Not reported | Q1 2026 |
 CGON | $106M | 5.16% | 1.69% | +35.6% | Q4 2025 |
 ETON | $78.6M | 3.82% | 7.68% | Not reported | Q3 2024 |
 CRSP | $75.8M | 3.68% | 1.44% | Not reported | Q3 2018 |
 ORIC | $72.9M | 3.54% | 6.49% | Not reported | Q2 2020 |
 TRAX | $63.9M | 3.11% | 8.97% | New | Q2 2026 |
 LKFT | $50M | 2.43% | 2.53% | Not reported | Q4 2015 |
 NGNE | $40M | 1.94% | 8.03% | Not reported | Q4 2023 |
 STOK | $24M | 1.17% | 1.18% | +635.0% | Q1 2026 |
 FULC | $24M | 1.17% | 8.59% | Not reported | Q2 2020 |
 LEGN | $23.1M | 1.12% | 0.22% | Not reported | Q4 2021 |
 BBOT | $21.5M | 1.05% | 3.52% | Not reported | Q3 2025 |
 MBX | $21.4M | 1.04% | 0.81% | -50.0% | Q3 2024 |
 ZBIO | $20M | 0.97% | 1.25% | Not reported | Q4 2025 |
 ATRA | $17.8M | 0.87% | 16.44% | +1458.3% | Q4 2014 |
 RLAY | $13.1M | 0.63% | 0.32% | -63.4% | Q3 2020 |
 AURA | $11.8M | 0.58% | 1.61% | New | Q2 2026 |
 ODTX | $10.4M | 0.51% | 1.16% | New | Q2 2026 |
 EIKN | $9.56M | 0.46% | 1.35% | Not reported | Q1 2026 |
 PHVS | $8.13M | 0.40% | 0.36% | Not reported | Q4 2023 |
 ZURA | $6.96M | 0.34% | 1.24% | Not reported | Q1 2026 |
 PHAT | $6.78M | 0.33% | 0.78% | Not reported | Q2 2023 |
 NRIX | $6.55M | 0.32% | 0.26% | Not reported | Q3 2020 |
 ERAS | $6.05M | 0.29% | 0.11% | -63.3% | Q3 2021 |
 ELOX | $5.55M | 0.27% | 9.91% | New | Q2 2026 |
 AARD | $2.28M | 0.11% | 1.81% | New | Q2 2026 |
 HLXC | $2.13M | 0.10% | Not reported | Not reported | Q1 2026 |
 MREO | $318K | 0.02% | 0.13% | -92.5% | Q4 2025 |
| Q1 2026 | |||||
| ZYME | $575M | 24.41% | 31.42% | Not reported | Q1 2020 |
| ANAB | $437M | 18.55% | 27.14% | Not reported | Q4 2019 |
 JAZZ | $323M | 13.69% | 2.77% | Not reported | Q2 2023 |
| CNTA | $238M | 10.11% | 3.88% | +92.6% | Q2 2021 |
| CRNX | $156M | 6.61% | 4.07% | Not reported | Q1 2020 |
| AKTS | $86.3M | 3.66% | 9.03% | New | Q1 2026 |
| ORIC | $85.2M | 3.62% | 6.50% | Not reported | Q2 2020 |
| CGON | $74.6M | 3.17% | 1.25% | +42.8% | Q4 2025 |
| CRSP | $66.1M | 2.80% | 1.44% | Not reported | Q3 2018 |
| ETON | $53.6M | 2.27% | 7.94% | +7.0% | Q3 2024 |
| LKFT | $50M | 2.12% | 2.53% | Not reported | Q4 2015 |
 XNCR | $26.3M | 1.12% | 2.95% | -32.9% | Q2 2016 |
| NGNE | $25.6M | 1.09% | 8.14% | Not reported | Q4 2023 |
| BBOT | $25.3M | 1.07% | 3.53% | Not reported | Q3 2025 |
| MBX | $23.2M | 0.98% | 1.63% | -63.4% | Q3 2024 |
| RLAY | $19M | 0.80% | 1.01% | Not reported | Q3 2020 |
| ZBIO | $15.4M | 0.66% | 1.27% | Not reported | Q4 2025 |
| ERAS | $14.6M | 0.62% | 0.29% | Not reported | Q3 2021 |
| EIKN | $7.75M | 0.33% | 1.35% | New | Q1 2026 |
 REPL | $7.65M | 0.32% | 1.21% | Not reported | Q2 2024 |
| ZURA | $7.02M | 0.30% | 1.24% | New | Q1 2026 |
| PHAT | $6.94M | 0.29% | 0.79% | Not reported | Q2 2023 |
| MREO | $4.41M | 0.19% | 1.68% | +70.2% | Q4 2025 |
| STOK | $3.26M | 0.14% | 0.16% | New | Q1 2026 |
 PRLD | $3.24M | 0.14% | 1.50% | Not reported | Q2 2023 |
 IBIO | $3.01M | 0.13% | 4.58% | -29.0% | Q4 2025 |
| HLXC | $2.03M | 0.09% | Not reported | New | Q1 2026 |
| ATRA | $471K | 0.02% | 1.17% | -82.6% | Q4 2014 |
| Q4 2025 | |||||
| ZYME | $605M | 27.44% | 30.78% | Not reported | Q1 2020 |
| ANAB | $382M | 17.33% | 28.12% | Not reported | Q4 2019 |
| JAZZ | $290M | 13.16% | 2.78% | Not reported | Q2 2023 |
| CRNX | $200M | 9.06% | 4.49% | Not reported | Q1 2020 |
| CNTA | $77.9M | 3.53% | 2.09% | +466.4% | Q2 2021 |
| CRSP | $72.9M | 3.31% | 1.45% | Not reported | Q3 2018 |
| MBX | $67M | 3.04% | 4.73% | Not reported | Q3 2024 |
 IMNM | $61.3M | 2.78% | 2.52% | -30.0% | Q4 2023 |
| ORIC | $55M | 2.50% | 6.83% | Not reported | Q2 2020 |
| LKFT | $54.5M | 2.47% | 2.53% | Not reported | Q4 2015 |
| XNCR | $49.8M | 2.26% | 4.52% | -47.1% | Q2 2016 |
| BBOT | $35.3M | 1.60% | 3.53% | Not reported | Q3 2025 |
| ETON | $34.3M | 1.56% | 7.51% | Not reported | Q3 2024 |
| CGON | $32.1M | 1.45% | 0.96% | New | Q4 2025 |
| ZBIO | $28.7M | 1.30% | 1.45% | New | Q4 2025 |
| NGNE | $26.2M | 1.19% | 8.21% | Not reported | Q4 2023 |
 GPCR | $23.3M | 1.06% | 0.16% | New | Q4 2025 |
 PCVX | $20.8M | 0.94% | 0.34% | Not reported | Q4 2021 |
 AQST | $17M | 0.77% | 2.15% | Not reported | Q3 2025 |
 VYGR | $15.7M | 0.71% | 6.78% | +497.2% | Q3 2021 |
| ATRA | $10.4M | 0.47% | 7.83% | Not reported | Q4 2014 |
 MNKD | $9.41M | 0.43% | 0.54% | New | Q4 2025 |
 NUVB | $8.63M | 0.39% | 0.28% | Not reported | Q1 2021 |
 EOLS | $4.49M | 0.20% | 1.04% | Not reported | Q4 2019 |
| IBIO | $4.3M | 0.20% | 7.41% | New | Q4 2025 |
| MREO | $3.27M | 0.15% | 0.99% | New | Q4 2025 |
 CAMP | $1.99M | 0.09% | 0.63% | New | Q4 2025 |
| Q3 2025 | |||||
| ZYME | $392M | 18.83% | 30.57% | Not reported | Q1 2020 |
| ANAB | $241M | 11.58% | 28.58% | Not reported | Q4 2019 |
 QURE | $233M | 11.17% | 6.42% | Not reported | Q4 2024 |
| JAZZ | $225M | 10.79% | 2.81% | Not reported | Q2 2023 |
| CRNX | $179M | 8.57% | 4.54% | Not reported | Q1 2020 |
| CRSP | $90M | 4.32% | 1.48% | Not reported | Q3 2018 |
 TNGX | $89.3M | 4.29% | 9.53% | Not reported | Q3 2021 |
| ORIC | $80.7M | 3.87% | 6.92% | +315.8% | Q2 2020 |
| APLS | $78M | 3.74% | 2.73% | -71.0% | Q4 2017 |
| XNCR | $72.1M | 3.46% | 8.61% | Not reported | Q2 2016 |
| LKFT | $57.7M | 2.77% | 2.53% | +60.8% | Q4 2015 |
| IMNM | $47.8M | 2.29% | 4.45% | Not reported | Q4 2023 |
| ETON | $44.1M | 2.12% | 7.57% | Not reported | Q3 2024 |
| MBX | $37.2M | 1.78% | 4.75% | +84.7% | Q3 2024 |
 MDGL | $34.4M | 1.65% | 0.33% | Not reported | Q4 2017 |
| RNAM | $33.3M | 1.60% | 0.52% | +53.0% | Q2 2020 |
| BBOT | $32.7M | 1.57% | 3.56% | New | Q3 2025 |
| NGNE | $22M | 1.06% | 8.60% | Not reported | Q4 2023 |
 ALKS | $15M | 0.72% | 0.30% | Not reported | Q2 2025 |
| AQST | $14.7M | 0.70% | 2.16% | New | Q3 2025 |
| MTSR | $14.2M | 0.68% | 0.26% | Not reported | Q1 2025 |
| CNTA | $13.3M | 0.64% | 0.41% | Not reported | Q2 2021 |
 PRME | $8.55M | 0.41% | 0.86% | Not reported | Q4 2022 |
| ATRA | $8.21M | 0.39% | 7.95% | Not reported | Q4 2014 |
 KURA | $7.72M | 0.37% | 1.00% | -79.2% | Q4 2015 |
 PEPG | $3.7M | 0.18% | 2.44% | New | Q3 2025 |
| NUVB | $3.56M | 0.17% | 0.29% | Not reported | Q1 2021 |
| VYGR | $3.13M | 0.15% | 1.21% | -82.9% | Q3 2021 |
 CMPS | $1.52M | 0.07% | 0.28% | New | Q3 2025 |