TCG Crossover Management, LLC
Net seller this quarter
$4.16B
54
-$20.3M
57.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ABVX | $801M | 19.24% | 7.65% | -7.3% | Q4 2023 |
 TNGX | $284M | 6.82% | 5.39% | -13.8% | Q1 2022 |
 CGON | $261M | 6.27% | 4.16% | Not reported | Q1 2024 |
 COGT | $188M | 4.52% | 2.83% | -1.9% | Q4 2021 |
 IMVT | $172M | 4.13% | 2.16% | Not reported | Q4 2022 |
 SYRE | $169M | 4.06% | 2.16% | Not reported | Q3 2025 |
 DNTH | $163M | 3.93% | 3.06% | Not reported | Q4 2024 |
 MIRM | $124M | 2.99% | 1.64% | Not reported | Q4 2025 |
 ZLAB | $117M | 2.80% | 0.55% | Not reported | Q4 2021 |
 AMLX | $112M | 2.70% | 5.61% | Not reported | Q3 2024 |
 GLUE | $112M | 2.69% | 5.42% | Not reported | Q4 2025 |
 BCRX | $110M | 2.65% | 4.32% | Not reported | Q1 2026 |
 VOR | $104M | 2.51% | 10.42% | Not reported | Q1 2026 |
 TYRA | $104M | 2.49% | 5.45% | Not reported | Q4 2021 |
 DYN | $103M | 2.46% | 2.79% | Not reported | Q1 2023 |
 IRON | $98.1M | 2.36% | 3.50% | Not reported | Q2 2024 |
 RLAY | $80M | 1.92% | 1.96% | Not reported | Q3 2025 |
 SVRA | $76.2M | 1.83% | 6.02% | Not reported | Q3 2023 |
 AURA | $67.7M | 1.63% | 9.21% | New | Q2 2026 |
 RVMD | $63.8M | 1.53% | 0.16% | -40.9% | Q3 2025 |
 TRAX | $58.3M | 1.40% | 8.18% | New | Q2 2026 |
 KOD | $56.3M | 1.35% | 2.30% | Not reported | Q4 2023 |
 AVTX | $55.8M | 1.34% | 5.70% | +308.6% | Q3 2024 |
 LBRX | $47M | 1.13% | 5.05% | -21.3% | Q3 2025 |
 IPSC | $43.4M | 1.04% | 9.83% | Not reported | Q1 2026 |
 TECX | $41.4M | 1.00% | 6.26% | Not reported | Q1 2026 |
 XNCR | $39.5M | 0.95% | 3.30% | Not reported | Q3 2024 |
 SRZN | $38.2M | 0.92% | 12.53% | Not reported | Q1 2026 |
 EDIT | $36M | 0.87% | 11.35% | New | Q2 2026 |
 MBX | $35.9M | 0.86% | 1.36% | Not reported | Q3 2024 |
 PHVS | $34.9M | 0.84% | 1.55% | New | Q2 2026 |
 SLN | $33.3M | 0.80% | 2.14% | Not reported | Q3 2022 |
 IFRX | $32.5M | 0.78% | 20.06% | New | Q2 2026 |
 ALT | $30.4M | 0.73% | 5.14% | New | Q2 2026 |
 JANX | $27.5M | 0.66% | 2.93% | Not reported | Q4 2025 |
 CATX | $27M | 0.65% | 6.94% | Not reported | Q1 2026 |
 AGMB | $26.7M | 0.64% | 6.01% | Not reported | Q1 2026 |
 BHVN | $26.5M | 0.64% | 1.18% | -61.6% | Q4 2025 |
 AKTS | $22.5M | 0.54% | 1.30% | New | Q2 2026 |
 ALEC | $20.1M | 0.48% | 8.96% | Not reported | Q4 2025 |
| FBRX | $19.6M | 0.47% | 4.49% | New | Q2 2026 |
 MNPR | $18.8M | 0.45% | 3.03% | +53.9% | Q3 2025 |
 OCUL | $16.2M | 0.39% | 0.75% | Not reported | Q1 2024 |
 ADCT | $12.2M | 0.29% | 8.94% | Not reported | Q3 2025 |
 ALXO | $11.7M | 0.28% | 4.09% | -56.5% | Q1 2026 |
 TRDA | $7.8M | 0.19% | 2.72% | -53.7% | Q4 2021 |
 CGEM | $7.41M | 0.18% | 0.63% | Not reported | Q1 2026 |
 ARVN | $5.88M | 0.14% | 1.08% | -70.4% | Q3 2025 |
 KRRO | $5.49M | 0.13% | 2.83% | Not reported | Q3 2025 |
 RACC | $5.35M | 0.13% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| ABVX | $722M | 20.65% | 8.25% | -8.9% | Q4 2023 |
| CGON | $248M | 7.11% | 4.17% | Not reported | Q1 2024 |
| TNGX | $220M | 6.30% | 7.31% | -17.5% | Q1 2022 |
| COGT | $190M | 5.45% | 2.90% | -15.7% | Q4 2021 |
| CNTA | $170M | 4.87% | 2.77% | Not reported | Q3 2023 |
| DNTH | $141M | 4.03% | 3.07% | Not reported | Q4 2024 |
| TYRA | $124M | 3.56% | 5.46% | +12.1% | Q4 2021 |
| IMVT | $111M | 3.17% | 2.19% | +168.4% | Q4 2022 |
| BCRX | $105M | 3.00% | 4.34% | New | Q1 2026 |
| MIRM | $98.1M | 2.81% | 1.74% | +1611.6% | Q4 2025 |
| VOR | $96.5M | 2.76% | 10.47% | New | Q1 2026 |
| SYRE | $95.9M | 2.74% | 2.41% | Not reported | Q3 2025 |
| AMLX | $86.8M | 2.48% | 5.62% | Not reported | Q3 2024 |
| IRON | $85.8M | 2.45% | 3.51% | Not reported | Q2 2024 |
| DYN | $83.7M | 2.39% | 2.79% | Not reported | Q1 2023 |
| GLUE | $76M | 2.18% | 5.48% | Not reported | Q4 2025 |
| SVRA | $67.5M | 1.93% | 6.03% | Not reported | Q3 2023 |
| RVMD | $56.1M | 1.60% | 0.29% | +32.1% | Q3 2025 |
| KOD | $55.1M | 1.58% | 2.33% | Not reported | Q4 2023 |
| LBRX | $45.3M | 1.30% | 6.42% | +5.4% | Q3 2025 |
| SRZN | $42.9M | 1.23% | 12.82% | New | Q1 2026 |
| ADCT | $42.7M | 1.22% | 8.96% | Not reported | Q3 2025 |
| RLAY | $42.5M | 1.22% | 2.26% | +32.7% | Q3 2025 |
 FULC | $40.3M | 1.15% | 7.88% | Not reported | Q3 2024 |
| BHVN | $39.2M | 1.12% | 3.08% | Not reported | Q4 2025 |
| IPSC | $39M | 1.12% | 9.86% | New | Q1 2026 |
| TECX | $37.2M | 1.07% | 6.40% | New | Q1 2026 |
| CATX | $33M | 0.94% | 6.94% | New | Q1 2026 |
| XNCR | $29.6M | 0.85% | 3.31% | Not reported | Q3 2024 |
| TRDA | $28.9M | 0.83% | 5.89% | +9.5% | Q4 2021 |
| ALXO | $26.1M | 0.75% | 9.41% | New | Q1 2026 |
| ARVN | $25.3M | 0.72% | 3.70% | -10.5% | Q3 2025 |
| JANX | $24.9M | 0.71% | 2.94% | Not reported | Q4 2025 |
| AGMB | $21.5M | 0.62% | 6.01% | New | Q1 2026 |
| ALEC | $21.5M | 0.62% | 9.01% | Not reported | Q4 2025 |
| MBX | $19.4M | 0.56% | 1.37% | Not reported | Q3 2024 |
| SLN | $16M | 0.46% | 2.14% | Not reported | Q3 2022 |
 LQDA | $15.2M | 0.44% | 0.46% | -76.4% | Q3 2025 |
| OCUL | $14M | 0.40% | 0.75% | -71.3% | Q1 2024 |
| AVTX | $11M | 0.32% | 3.00% | +52.9% | Q3 2024 |
 URGN | $7.29M | 0.21% | 0.83% | -43.5% | Q3 2025 |
| MNPR | $7.24M | 0.21% | 1.97% | -6.9% | Q3 2025 |
 CNTX | $7.03M | 0.20% | 2.92% | New | Q1 2026 |
 GPCR | $6.77M | 0.19% | 0.07% | -84.8% | Q1 2023 |
| CGEM | $5.78M | 0.17% | 0.66% | New | Q1 2026 |
| KRRO | $4.71M | 0.13% | 2.89% | Not reported | Q3 2025 |
 LONA | $4.67M | 0.13% | 4.94% | Not reported | Q4 2025 |
 UPB | $1.63M | 0.05% | 0.33% | -75.7% | Q4 2024 |
 VTGN | $1.53M | 0.04% | 6.76% | Not reported | Q4 2023 |
| Q4 2025 | |||||
| ABVX | $959M | 31.74% | 9.06% | Not reported | Q4 2023 |
| COGT | $208M | 6.90% | 3.65% | -13.7% | Q4 2021 |
| CGON | $152M | 5.04% | 4.55% | Not reported | Q1 2024 |
| TNGX | $113M | 3.74% | 9.39% | +49.5% | Q1 2022 |
| CNTA | $107M | 3.55% | 2.87% | +36.7% | Q3 2023 |
| DYN | $90.3M | 2.99% | 2.80% | Not reported | Q1 2023 |
| RAPT | $87.5M | 2.89% | 9.32% | +57.8% | Q4 2024 |
| TYRA | $76.2M | 2.52% | 5.40% | Not reported | Q4 2021 |
| AMLX | $75.4M | 2.50% | 5.68% | Not reported | Q3 2024 |
| SVRA | $74.5M | 2.47% | 6.04% | Not reported | Q3 2023 |
| GLUE | $72.5M | 2.40% | 7.05% | New | Q4 2025 |
| OCUL | $69.7M | 2.31% | 2.66% | -6.2% | Q1 2024 |
| DNTH | $69.1M | 2.29% | 3.88% | Not reported | Q4 2024 |
 EYPT | $65.3M | 2.16% | 4.31% | Not reported | Q2 2024 |
| GPCR | $64M | 2.12% | 0.43% | -13.4% | Q1 2023 |
| SYRE | $62.3M | 2.06% | 2.43% | +72.7% | Q3 2025 |
| FULC | $59.4M | 1.97% | 7.89% | Not reported | Q3 2024 |
| LQDA | $59M | 1.95% | 1.96% | Not reported | Q3 2025 |
| BHVN | $52.3M | 1.73% | 3.49% | New | Q4 2025 |
| IMVT | $42.2M | 1.40% | 0.82% | Not reported | Q4 2022 |
| KOD | $40.4M | 1.34% | 2.34% | +26.2% | Q4 2023 |
| ADCT | $40.2M | 1.33% | 9.06% | +719.3% | Q3 2025 |
| LBRX | $38.8M | 1.29% | 6.90% | 0.0% | Q3 2025 |
| XNCR | $37.5M | 1.24% | 3.41% | Not reported | Q3 2024 |
| RVMD | $34.8M | 1.15% | 0.22% | Not reported | Q3 2025 |
 AGIO | $32.2M | 1.06% | 2.02% | -17.4% | Q2 2025 |
| ARVN | $31.6M | 1.05% | 4.20% | +64.9% | Q3 2025 |
| RLAY | $27.2M | 0.90% | 1.85% | +77.9% | Q3 2025 |
| JANX | $24.7M | 0.82% | 2.96% | New | Q4 2025 |
| TRDA | $21.5M | 0.71% | 5.46% | +257.0% | Q4 2021 |
| MBX | $20.5M | 0.68% | 1.45% | Not reported | Q3 2024 |
| UPB | $20.2M | 0.67% | 1.37% | -64.9% | Q4 2024 |
| SLN | $18.4M | 0.61% | 2.14% | Not reported | Q3 2022 |
| URGN | $16.8M | 0.56% | 1.48% | Not reported | Q3 2025 |
| ALEC | $15.6M | 0.52% | 9.06% | New | Q4 2025 |
| MNPR | $9.27M | 0.31% | 2.12% | -7.3% | Q3 2025 |
| AVTX | $8.77M | 0.29% | 2.61% | Not reported | Q3 2024 |
 MAZE | $7.2M | 0.24% | 0.35% | New | Q4 2025 |
| MIRM | $4.9M | 0.16% | 0.12% | New | Q4 2025 |
| LONA | $3.35M | 0.11% | 4.97% | New | Q4 2025 |
| KRRO | $3.33M | 0.11% | 4.42% | Not reported | Q3 2025 |
| VTYX | $2.86M | 0.09% | 0.44% | Not reported | Q4 2022 |
| VTGN | $1.77M | 0.06% | 6.78% | Not reported | Q4 2023 |
| Q3 2025 | |||||
| ABVX | $604M | 29.70% | 11.23% | +17.4% | Q4 2023 |
| CGON | $148M | 7.27% | 4.69% | Not reported | Q1 2024 |
| COGT | $97.6M | 4.80% | 4.86% | -2.4% | Q4 2021 |
| AMLX | $84.9M | 4.17% | 5.69% | +5.1% | Q3 2024 |
| CNTA | $76.1M | 3.74% | 2.33% | +8.5% | Q3 2023 |
| TNGX | $71.7M | 3.53% | 7.65% | -20.5% | Q1 2022 |
| OCUL | $71.5M | 3.52% | 3.50% | +15.0% | Q1 2024 |
| DNTH | $66M | 3.25% | 3.91% | +11.7% | Q4 2024 |
| TRML | $62.7M | 3.09% | 5.11% | -11.2% | Q4 2023 |
| DYN | $58.4M | 2.87% | 3.24% | +22.5% | Q1 2023 |
| AGIO | $57.4M | 2.82% | 2.45% | +105.2% | Q2 2025 |
| EYPT | $50.9M | 2.50% | 5.13% | Not reported | Q2 2024 |
| FULC | $48.3M | 2.38% | 9.70% | Not reported | Q3 2024 |
| SVRA | $44.1M | 2.17% | 7.15% | Not reported | Q3 2023 |
| RAPT | $42.2M | 2.08% | 9.89% | Not reported | Q4 2024 |
| TYRA | $40.5M | 1.99% | 5.44% | Not reported | Q4 2021 |
| UPB | $39.8M | 1.96% | 3.92% | -24.4% | Q4 2024 |
| LQDA | $38.9M | 1.91% | 1.97% | New | Q3 2025 |
| IRON | $30.7M | 1.51% | 1.33% | Not reported | Q2 2024 |
| GPCR | $29.8M | 1.46% | 0.58% | Not reported | Q1 2023 |
| XNCR | $28.8M | 1.41% | 3.44% | Not reported | Q3 2024 |
| LBRX | $27.6M | 1.36% | 6.90% | New | Q3 2025 |
| RVMD | $20.4M | 1.00% | 0.23% | New | Q3 2025 |
| ATXS | $20.1M | 0.99% | 4.89% | Not reported | Q1 2024 |
| KRRO | $19.9M | 0.98% | 4.43% | New | Q3 2025 |
| KOD | $18.8M | 0.92% | 2.16% | Not reported | Q4 2023 |
| SYRE | $18.4M | 0.91% | 1.82% | New | Q3 2025 |
| SLN | $15.7M | 0.77% | 2.14% | Not reported | Q3 2022 |
| URGN | $14.3M | 0.70% | 1.53% | New | Q3 2025 |
| ARVN | $13.8M | 0.68% | 2.28% | New | Q3 2025 |
| MNPR | $12.5M | 0.61% | 2.30% | New | Q3 2025 |
| MBX | $11.4M | 0.56% | 1.45% | Not reported | Q3 2024 |
| VTGN | $9.5M | 0.47% | 8.72% | Not reported | Q4 2023 |
| RLAY | $9.45M | 0.46% | 1.05% | New | Q3 2025 |
| ADVM | $7.56M | 0.37% | 7.95% | -7.1% | Q1 2024 |
| AVTX | $6.14M | 0.30% | 2.71% | Not reported | Q3 2024 |
| ADCT | $5.56M | 0.27% | 1.23% | New | Q3 2025 |
 PEPG | $5.54M | 0.27% | 3.66% | New | Q3 2025 |
| TRDA | $3.39M | 0.17% | 1.53% | Not reported | Q4 2021 |
| VTYX | $983K | 0.05% | 0.44% | Not reported | Q4 2022 |