Octagon Capital Advisors LP
Net seller this quarter
$1.11B
26
-$40.1M
78.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DNTH | $180M | 16.14% | 3.36% | -5.4% | Q3 2023 |
 DFTX | $139M | 12.47% | 2.20% | +20.9% | Q1 2026 |
 ABVX | $132M | 11.89% | 1.26% | +46.7% | Q1 2025 |
 COGT | $90.9M | 8.17% | 1.37% | Not reported | Q3 2024 |
 ALMS | $79.7M | 7.16% | Not reported | Not reported | Q4 2025 |
 AVBP | $68.5M | 6.15% | 4.08% | Not reported | Q1 2024 |
 TSHA | $66M | 5.93% | 2.98% | +9.4% | Q4 2020 |
 BIOA | $42.8M | 3.85% | 3.82% | Not reported | Q4 2025 |
 MIRM | $39.7M | 3.57% | 0.52% | Not reported | Q3 2022 |
 KYMR | $35.5M | 3.20% | 0.37% | -27.1% | Q2 2021 |
 AKTS | $31M | 2.78% | 1.80% | Not reported | Q1 2026 |
 XENE | $29.6M | 2.66% | 0.51% | Not reported | Q1 2026 |
 PALI | $21.5M | 1.93% | 5.92% | Not reported | Q4 2025 |
 OCUL | $20.4M | 1.83% | 0.94% | -34.5% | Q1 2024 |
 IRON | $19.7M | 1.78% | 0.70% | Not reported | Q2 2023 |
 SMMT | $18.2M | 1.64% | 0.16% | New | Q2 2026 |
 PHVS | $15.8M | 1.42% | 0.70% | +176.8% | Q3 2024 |
 ANL | $10.7M | 0.97% | Not reported | New | Q2 2026 |
 DTIL | $10.6M | 0.95% | 5.11% | -39.6% | Q4 2025 |
 DBVT | $9.42M | 0.85% | 0.19% | Not reported | Q2 2025 |
 FTH | $9.03M | 0.81% | 1.40% | New | Q2 2026 |
 GYRE | $6.29M | 0.57% | 0.90% | New | Q2 2026 |
 TRVI | $5.87M | 0.53% | 0.22% | -78.8% | Q1 2025 |
 UNCY | $4.69M | 0.42% | 3.59% | Not reported | Q3 2024 |
 CNTX | $1.69M | 0.15% | 3.32% | -41.9% | Q1 2026 |
 GOSS | $1.28M | 0.11% | 1.59% | Not reported | Q4 2020 |
| Q1 2026 | |||||
| DNTH | $163M | 18.08% | 3.57% | -19.5% | Q3 2023 |
| COGT | $90.5M | 10.01% | 1.38% | Not reported | Q3 2024 |
| ABVX | $75.4M | 8.34% | 0.86% | -10.5% | Q1 2025 |
| ALMS | $62.4M | 6.90% | Not reported | +11.9% | Q4 2025 |
| DFTX | $46.1M | 5.10% | 2.35% | New | Q1 2026 |
| AVBP | $45.5M | 5.03% | 4.35% | Not reported | Q1 2024 |
| TSHA | $39.6M | 4.38% | 3.08% | Not reported | Q4 2020 |
| KYMR | $35.4M | 3.92% | 0.52% | -20.6% | Q2 2021 |
| MIRM | $31.3M | 3.46% | 0.56% | Not reported | Q3 2022 |
| BIOA | $30.6M | 3.38% | 3.94% | +9.4% | Q4 2025 |
| CNTA | $29.8M | 3.30% | 0.48% | Not reported | Q1 2023 |
| KALV | $29.2M | 3.23% | 2.83% | +13.9% | Q4 2024 |
| XENE | $28.5M | 3.15% | 0.51% | New | Q1 2026 |
| TERN | $27.9M | 3.09% | 0.46% | Not reported | Q1 2024 |
| OCUL | $26.8M | 2.97% | 1.45% | +20.7% | Q1 2024 |
| PALI | $18M | 1.99% | 6.14% | +7.4% | Q4 2025 |
| TRVI | $17.7M | 1.96% | 1.16% | -47.3% | Q1 2025 |
| IRON | $17.3M | 1.91% | 0.71% | Not reported | Q2 2023 |
| AKTS | $17.2M | 1.90% | 1.80% | New | Q1 2026 |
| CNTX | $13.8M | 1.52% | 5.71% | New | Q1 2026 |
| DTIL | $12.3M | 1.36% | 8.67% | +16.6% | Q4 2025 |
| DBVT | $12M | 1.33% | 0.19% | Not reported | Q2 2025 |
| UNCY | $6.58M | 0.73% | 3.96% | Not reported | Q3 2024 |
 BBOT | $6.44M | 0.71% | 0.90% | -31.1% | Q1 2024 |
 LXEO | $6.31M | 0.70% | 1.48% | -36.2% | Q4 2025 |
| PHVS | $4.66M | 0.52% | 0.25% | -75.4% | Q3 2024 |
 CATX | $3.3M | 0.37% | 0.69% | Not reported | Q1 2024 |
 EVMN | $3.3M | 0.37% | 0.40% | -71.3% | Q4 2025 |
| GOSS | $2.55M | 0.28% | 3.30% | -44.3% | Q4 2020 |
| Q4 2025 | |||||
| ABVX | $102M | 12.38% | 0.96% | -42.9% | Q1 2025 |
| DNTH | $99.6M | 12.09% | 5.59% | Not reported | Q3 2023 |
| COGT | $83.5M | 10.13% | 1.46% | -18.2% | Q3 2024 |
| TSHA | $48.7M | 5.92% | 3.11% | -2.3% | Q4 2020 |
| GOSS | $43.1M | 5.24% | 5.96% | -18.4% | Q4 2020 |
| KYMR | $41.6M | 5.05% | 0.66% | +48.6% | Q2 2021 |
| AVBP | $39.7M | 4.81% | 4.64% | Not reported | Q1 2024 |
| TRVI | $35.2M | 4.28% | 2.19% | Not reported | Q1 2025 |
| OCUL | $31.9M | 3.87% | 1.22% | 0.0% | Q1 2024 |
| MNMD | $29.9M | 3.63% | Not reported | +4.7% | Q1 2024 |
| ALMS | $24.7M | 3.00% | Not reported | New | Q4 2025 |
| PALI | $22.5M | 2.73% | 6.00% | New | Q4 2025 |
| CDTX | $22.1M | 2.68% | 0.32% | Not reported | Q3 2025 |
| BIOA | $21.1M | 2.57% | 4.27% | New | Q4 2025 |
| KALV | $20.6M | 2.50% | 2.50% | Not reported | Q4 2024 |
| RAPT | $19.4M | 2.36% | 2.07% | Not reported | Q4 2023 |
| CNTA | $18.8M | 2.28% | 0.50% | -9.6% | Q1 2023 |
| PHVS | $18.6M | 2.26% | 1.03% | -7.1% | Q3 2024 |
| LXEO | $17.1M | 2.08% | 2.36% | New | Q4 2025 |
| BBOT | $13.1M | 1.59% | 1.30% | Not reported | Q1 2024 |
| DBVT | $11M | 1.34% | 0.34% | -43.6% | Q2 2025 |
| EVMN | $8.56M | 1.04% | 1.59% | New | Q4 2025 |
| DTIL | $7.98M | 0.97% | 7.96% | New | Q4 2025 |
 CRBP | $7.77M | 0.94% | 5.42% | -14.4% | Q1 2024 |
| UNCY | $5.77M | 0.70% | 4.52% | Not reported | Q3 2024 |
 PEPG | $4.56M | 0.55% | 1.02% | Not reported | Q1 2024 |
| Q3 2025 | |||||
| ABVX | $112M | 17.05% | 2.09% | +4.6% | Q1 2025 |
| DNTH | $95.1M | 14.41% | 5.64% | +3.2% | Q3 2023 |
| GOSS | $44.8M | 6.80% | 7.37% | -7.1% | Q4 2020 |
| COGT | $41.3M | 6.26% | 2.06% | +4.0% | Q3 2024 |
| AVBP | $36.4M | 5.51% | 4.82% | +1.3% | Q1 2024 |
| OCUL | $30.7M | 4.65% | 1.50% | +8.2% | Q1 2024 |
| TSHA | $29.7M | 4.49% | 3.31% | -28.0% | Q4 2020 |
| MRUS | $29M | 4.40% | 0.41% | -20.8% | Q1 2021 |
| TRVI | $25.8M | 3.90% | 2.20% | -23.3% | Q1 2025 |
| MNMD | $25.1M | 3.81% | Not reported | Not reported | Q1 2024 |
| APLS | $20.4M | 3.10% | 0.71% | Not reported | Q4 2020 |
| KYMR | $20.4M | 3.09% | 0.50% | +35.3% | Q2 2021 |
| CNTA | $20.1M | 3.05% | 0.62% | -19.4% | Q1 2023 |
| PHVS | $18M | 2.73% | 1.33% | +7.4% | Q3 2024 |
| KALV | $15.5M | 2.35% | 2.52% | Not reported | Q4 2024 |
| CRBP | $14.1M | 2.14% | 8.90% | Not reported | Q1 2024 |
| BBOT | $12.1M | 1.83% | 1.32% | +317.2% | Q1 2024 |
| DBVT | $10.2M | 1.54% | 0.74% | Not reported | Q2 2025 |
 NUVB | $10.1M | 1.54% | 0.81% | -65.1% | Q4 2023 |
| CDTX | $9.58M | 1.45% | 0.34% | New | Q3 2025 |
 MAZE | $4.61M | 0.70% | 0.37% | Not reported | Q1 2025 |
 NGNE | $4.37M | 0.66% | 1.71% | -16.8% | Q3 2024 |
| UNCY | $4.36M | 0.66% | 4.80% | Not reported | Q3 2024 |
| PEPG | $3.23M | 0.49% | 2.13% | Not reported | Q1 2024 |
 GPCR | $3.22M | 0.49% | 0.06% | Not reported | Q1 2023 |