13F HOLDINGS REPORT
EcoR1 Capital, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0000935836-26-000101
Total Value
$2.20B
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ZYMEWORKS INC | ZYME | 22,970,388 | $604.8M | 27.44% |
| 2 | ANAPTYSBIO INC | ANABV | 7,880,094 | $382.0M | 17.33% |
| 3 | JAZZ PHARMACEUTICALS PLC | JAZZ | 1,706,469 | $290.1M | 13.16% |
| 4 | CRINETICS PHARMACEUTICALS IN | CRNX | 4,288,120 | $199.6M | 9.06% |
| 5 | CENTESSA PHARMACEUTICALS PLC | CNTA | 3,115,000 | $77.9M | 3.53% |
| 6 | CRISPR THERAPEUTICS AG | CRSP | 1,389,276 | $72.9M | 3.31% |
| 7 | MBX BIOSCIENCES INC | MBX | 2,123,604 | $67.0M | 3.04% |
| 8 | IMMUNOME INC | IMNM | 2,855,590 | $61.3M | 2.78% |
| 9 | ORIC PHARMACEUTICALS INC | ORIC | 6,728,116 | $55.0M | 2.50% |
| 10 | GALAPAGOS NV | GLPGF | 1,667,119 | $54.5M | 2.47% |
| 11 | XENCOR INC | XNCR | 3,251,112 | $49.8M | 2.26% |
| 12 | BRIDGEBIO ONCOLOGY THERAPEUT | BBOT | 2,823,126 | $35.3M | 1.60% |
| 13 | ETON PHARMACEUTICALS INC | ETON | 2,030,544 | $34.3M | 1.56% |
| 14 | CG ONCOLOGY INC | CGON | 772,000 | $32.1M | 1.45% |
| 15 | ZENAS BIOPHARMA INC | ZBIO | 789,500 | $28.7M | 1.30% |
| 16 | NEUROGENE INC | NGNE | 1,271,342 | $26.2M | 1.19% |
| 17 | STRUCTURE THERAPEUTICS INC | GPCR | 334,380 | $23.3M | 1.06% |
| 18 | VAXCYTE INC | PCVX | 450,000 | $20.8M | 0.94% |
| 19 | AQUESTIVE THERAPEUTICS INC | AQST | 2,625,000 | $17.0M | 0.77% |
| 20 | VOYAGER THERAPEUTICS INC | VYGR | 4,002,847 | $15.7M | 0.71% |
| 21 | CG ONCOLOGY INC | CGON | 292,800 | $12.2M | 0.55% |
| 22 | ATARA BIOTHERAPEUTICS INC | ATRA | 573,183 | $10.4M | 0.47% |
| 23 | MANNKIND CORP | MNKD | 1,660,000 | $9.4M | 0.43% |
| 24 | NUVATION BIO INC | NUVB | 963,333 | $8.6M | 0.39% |
| 25 | EVOLUS INC | EOLS | 675,000 | $4.5M | 0.20% |
| 26 | IBIO INC | IBIO | 2,228,000 | $4.3M | 0.20% |
| 27 | MEREO BIOPHARMA GROUP PLC | MREO | 7,856,466 | $3.3M | 0.15% |
| 28 | CAMP4 THERAPEUTICS CORP | CAMP | 325,000 | $2.0M | 0.09% |
| 29 | XENCOR INC | XNCR | 67,500 | $1.0M | 0.05% |
| 30 | SURROZEN INC | SRZNW | 4,444 | $100,434 | 0.00% |