In Q2 2023, RA Capital Management held 42 positions worth $4.3B. They initiated 3 new positions and exited 4. Their largest holding was ASND ($1.0B). Portfolio value grew +25.8% versus the prior quarter.
Frequently asked questions
What stocks did RA Capital Management own in Q2 2023?
RA Capital Management held 42 biotech stocks in their 13F portfolio in Q2 2023. Their top positions include ASND, LEGN, PCVX, ETNB, BIIB. The full holdings table is available on BiotechEdge with position sizes, quarter-over-quarter changes, and AI analysis.
How much was RA Capital Management's portfolio worth in Q2 2023?
RA Capital Management's tracked biotech portfolio was worth $4.3B across 42 positions, with total assets under management of approximately $10B. Portfolio values are based on 13F filings with the SEC.
What did RA Capital Management buy in Q2 2023?
RA Capital Management initiated 3 new positions in Q2 2023, including AXSM, FDMT, IGMS. They also increased 9 existing positions.
What did RA Capital Management sell in Q2 2023?
RA Capital Management fully exited 4 positions in Q2 2023, including CLDX, ENTX, RCKT, WHWK. They also trimmed 1 existing positions.
Is RA Capital Management a biotech fund?
Crossover biotech fund that invests from late-stage private through public markets. Known for rigorous scientific analysis and the "biotech social contract" framework. Kolchinsky, a virologist by training, emphasizes understanding drug pricing dynamics and long-term value creation in biotech.
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