In Q3 2024, RA Capital Management held 70 positions worth $8.5B. They initiated 8 new positions and exited 22. Their largest holding was ASND ($1.4B). Portfolio value grew +16.1% versus the prior quarter.
Frequently asked questions
What stocks did RA Capital Management own in Q3 2024?
RA Capital Management held 70 biotech stocks in their 13F portfolio in Q3 2024. Their top positions include ASND, PCVX, JANX, LEGN, RYTM. 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 Q3 2024?
RA Capital Management's tracked biotech portfolio was worth $8.5B across 70 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 Q3 2024?
RA Capital Management initiated 8 new positions in Q3 2024, including BCAX, ARTV, BIOA, IDYA, MBX and 3 more. They also increased 9 existing positions.
What did RA Capital Management sell in Q3 2024?
RA Capital Management fully exited 22 positions in Q3 2024, including MDGL, INBX, IGMS, CTKB, CBAY and 17 more. They also trimmed 11 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.
Want AI analysis, insider signals, and catalyst overlays for RA Capital Management?
View latest RA Capital Management portfolio →