EcoR1 Capital, LLC

CIK: 0001587114SEC EDGAR →

Portfolio Value

$2.2B

Holdings

28

As of

Q4 2025

New Positions

6

Closed Positions

12

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ZYMEWORKS INC

22,970,388$604.8M
27.44%
2

ANAPTYSBIO INC

7,880,094$382.0M
17.33%
3

JAZZ PHARMACEUTICALS PLC

1,706,469$290.1M
13.16%
4

CRINETICS PHARMACEUTICALS IN

4,288,120$199.6M
9.06%
5

CENTESSA PHARMACEUTICALS PLC

3,115,000$77.9M
3.53%
6

CRISPR THERAPEUTICS AG

1,389,276$72.9M
3.31%
7

MBX BIOSCIENCES INC

2,123,604$67.0M
3.04%
8

IMMUNOME INC

2,855,590$61.3M
2.78%
9

ORIC PHARMACEUTICALS INC

6,728,116$55.0M
2.50%
10

GALAPAGOS NV

1,667,119$54.5M
2.47%

Quarterly Changes

Top Buys

CNTA↑ Increased
$64.6M
XNCRNEW
$50.8M
CGONNEW
$44.2M
ZBIONEW
$28.7M
GPCRNEW
$23.3M

Top Sells

QURECLOSED
$232.8M
TNGXCLOSED
$89.3M
APLSCLOSED
$78.0M
XNCRCLOSED
$72.1M
MDGLCLOSED
$34.4M

New Positions (10)

$50.8M · 3.3M shares
$44.2M · 1.1M shares
$28.7M · 790K shares
$23.3M · 334K shares
$20.8M · 450K shares
$9.4M · 1.7M shares
$4.5M · 675K shares
$4.3M · 2.2M shares
$3.3M · 7.9M shares
$2.0M · 325K shares

Closed Positions (12)

$232.8M · 4.0M shares
$89.3M · 10.6M shares
$78.0M · 3.4M shares
$72.1M · 6.1M shares
$34.4M · 75K shares
$33.3M · 765K shares
$15.0M · 500K shares
$14.2M · 272K shares
$8.6M · 1.5M shares
$7.7M · 873K shares
$3.7M · 800K shares
$1.5M · 265K shares

Sector Breakdown

Sector# HoldingsValue%
Healthcare27$2.2B99.6%
Unknown1$8.6M0.4%