Top Funds / RA CAPITAL MANAGEMENT, L.P.


Peter Kolchinsky

2020Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q3 $ vs. 2020Q3
Ascendis Pharma A/S SPONSORED ADR 5,865,338 $978,221,000 13.67% -44,404 +$66,230,000
TG THERAPEUTICS, INC. 8,685,471 $451,818,000 6.32% -140,378 +$215,638,000
NOVAVAX INC 3,788,564 $422,463,000 5.91% +2,589,962 +$292,594,000
NKARTA INC 5,605,129 $344,547,000 4.82% No Change +$176,057,000
Forma Therapeutics Holdings, Inc., 9,011,651 $314,507,000 4.40% No Change -$134,634,000
ARVINAS, INC. 3,672,872 $311,937,000 4.36% No Change +$225,220,000
ChemoCentryx, Inc. 4,776,548 $295,764,000 4.13% -50,362 +$31,249,000
ATEA PHARMACEUTICALS INC 5,368,451 $224,294,000 3.14% New +$224,294,000
ITEOS THERAPEUTICS INC 4,417,258 $149,392,000 2.09% No Change +$40,418,000
KINNATE BIOPHARMA INC 3,593,052 $142,932,000 2.00% New +$142,932,000
Axsome Therapeutics, Inc. 1,655,447 $134,869,000 1.89% -379,685 -$10,134,000
Keros Therapeutics, Inc. 1,875,000 $132,263,000 1.85% No Change +$59,944,000
Phathom Pharmaceuticals, Inc. 3,825,008 $127,067,000 1.78% No Change -$13,196,000
RHYTHM PHARMACEUTICALS, INC. 4,179,067 $124,244,000 1.74% -961,341 +$12,851,000
TRAVERE THERAPEUTICS INC 4,557,867 $124,225,000 1.74% New +$124,225,000
ImmunoGen, Inc. 18,417,458 $118,793,000 1.66% +11,376,973 +$93,447,000
ROCKET PHARMACEUTICALS, INC. 2,136,081 $117,143,000 1.64% New +$117,143,000
89bio, Inc. 4,736,214 $115,422,000 1.61% No Change -$6,109,000
ZOGENIX, INC. 5,345,631 $106,859,000 1.49% -142,793 +$8,452,000
PMV PHARMACEUTICALS INC 1,710,265 $105,198,000 1.47% No Change +$44,484,000
OLEMA PHARMACEUTICALS INC 2,150,404 $103,391,000 1.45% New +$103,391,000
Adverum Biotechnologies, Inc. 9,502,383 $103,006,000 1.44% +91,523 +$6,074,000
MACROGENICS INC 4,375,217 $100,017,000 1.40% No Change -$10,195,000
Vaxcyte, Inc. 3,710,699 $98,593,000 1.38% -1,573,119 -$162,322,000
IGM Biosciences, Inc. 982,723 $86,765,000 1.21% No Change +$14,230,000