Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Octagon Capital Advisors LP (CIK 1839435) reported $903.6M across 25 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DNTH ($163.4M, 18.08%), COGT ($90.5M, 10.01%), ABVX ($75.4M, 8.34%), ALMS ($62.4M, 6.90%), ($46.1M, 5.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DNTH | DIANTHUS THERAPEUTICS INC | $163.4M | 18.08% | 1.9M | Trimmed |
| 2 | COGT | COGENT BIOSCIENCES INC | $90.5M | 10.01% | 2.4M | Hold |
| 3 | ABVX | ABIVAX SA | $75.4M | 8.34% | 677,000 | Trimmed |
| 4 | ALMS | ALUMIS INC | $62.4M | 6.90% | 2.8M | Added |
| 5 | DEFINIUM THERAPEUTICS INC | $46.1M | 5.10% | 2.4M | New | |
| 6 | AVBP | ARRIVENT BIOPHARMA INC | $45.5M | 5.03% | 2.0M | Hold |
| 7 | TSHA | TAYSHA GENE THERAPIES INC | $39.6M | 4.38% | 8.9M | Hold |
| 8 | KYMR | KYMERA THERAPEUTICS INC | $35.4M | 3.92% | 425,000 | Trimmed |
| 9 | MIRM | MIRUM PHARMACEUTICALS INC | $31.3M | 3.46% | 338,900 | New |
| 10 | BIOA | BIOAGE LABS INC | $30.6M | 3.38% | 1.7M | Added |
| 11 | CNTA | CENTESSA PHARMACEUTICALS PLC | $29.8M | 3.30% | 750,000 | Hold |
| 12 | KALV | KALVISTA PHARMACEUTICALS INC | $29.2M | 3.23% | 1.4M | Added |
| 13 | XENE | XENON PHARMACEUTICALS INC | $28.5M | 3.15% | 490,000 | New |
| 14 | TERN | TERNS PHARMACEUTICALS INC | $27.9M | 3.09% | 530,000 | New |
| 15 | OCUL | OCULAR THERAPEUTIX INC | $26.8M | 2.97% | 3.2M | Added |
| 16 | PALI | PALISADE BIO INC | $18.0M | 1.99% | 10.3M | Added |
| 17 | TRVI | TREVI THERAPEUTICS INC | $17.7M | 1.96% | 1.5M | Trimmed |
| 18 | IRON | DISC MEDICINE INC | $17.3M | 1.91% | 270,000 | New |
| 19 | AKTIS ONCOLOGY INC | $17.2M | 1.90% | 960,847 | New | |
| 20 | CNTX | CONTEXT THERAPEUTICS INC | $13.8M | 1.52% | 5.2M | New |
| 21 | DTIL | PRECISION BIOSCIENCES INC | $12.3M | 1.36% | 2.2M | Added |
| 22 | DBVT | DBV TECHNOLOGIES S A | $12.0M | 1.33% | 574,200 | Hold |
| 23 | UNCY | UNICYCIVE THERAPEUTICS INC | $6.6M | 0.73% | 1.0M | Hold |
| 24 | BRIDGEBIO ONCOLOGY THERAPEUT | $6.4M | 0.71% | 719,000 | Trimmed | |
| 25 | LXEO | LEXEO THERAPEUTICS INC | $6.3M | 0.70% | 1.1M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31