Ikarian Capital, LLC Top Holdings and 13F Report (2025) About Ikarian Capital, LLCInvestment ActivityIkarian Capital, LLC has $735.26 million in total holdings as of December 31, 2024.Ikarian Capital, LLC owns shares of 147 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 47.83% of the portfolio was purchased this quarter.About 41.88% of the portfolio was sold this quarter.This quarter, Ikarian Capital, LLC has purchased 121 new stocks and bought additional shares in 34 stocks.Ikarian Capital, LLC sold shares of 64 stocks and completely divested from 21 stocks this quarter.Largest Holdings SPDR S&P Biotech ETF $130,587,000Tyson Foods $36,187,200Tarsus Pharmaceuticals $33,647,740Crinetics Pharmaceuticals $26,405,117BridgeBio Pharma $25,127,165 Largest New Holdings this Quarter Tyson Foods $36,187,200 HoldingAvidity Biosciences $14,540,000 HoldingFORTE BIOSCIENCES INC $13,835,500 HoldingPilgrim's Pride $13,617,000 HoldingVir Biotechnology $11,877,310 Holding Largest Purchases this Quarter SPDR S&P Biotech ETF 950,000 shares (about $85.56M)Tyson Foods 630,000 shares (about $36.19M)BridgeBio Pharma 630,100 shares (about $17.29M)Avidity Biosciences 500,000 shares (about $14.54M)FORTE BIOSCIENCES INC 609,225 shares (about $13.84M) Largest Sales this Quarter Tarsus Pharmaceuticals 422,588 shares (about $23.40M)Amgen 85,300 shares (about $22.23M)BeiGene 88,167 shares (about $16.29M)Janux Therapeutics 290,509 shares (about $15.55M)Soleno Therapeutics 256,437 shares (about $11.53M) Sector Allocation Over TimeMap of 500 Largest Holdings ofIkarian Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXBISPDR S&P Biotech ETF$130,587,000$85,557,000 ▲190.0%1,450,00017.8%ETFTSNTyson Foods$36,187,200$36,187,200 ▲New Holding630,0004.9%Consumer StaplesTARSTarsus Pharmaceuticals$33,647,740$23,398,698 ▼-41.0%607,6894.6%MedicalCRNXCrinetics Pharmaceuticals$26,405,117$4,577,055 ▲21.0%516,4313.6%MedicalBBIOBridgeBio Pharma$25,127,165$17,289,944 ▲220.6%915,7133.4%MedicalSRRKScholar Rock$19,850,298$2,380,774 ▲13.6%459,2852.7%MedicalAMGNAmgen$19,287,360$22,232,592 ▼-53.5%74,0002.6%MedicalINSMInsmed$18,626,991$7,937,183 ▲74.3%269,8002.5%MedicalBPMCBlueprint Medicines$14,772,801$7,359,101 ▲99.3%169,3742.0%MedicalRNAAvidity Biosciences$14,540,000$14,540,000 ▲New Holding500,0002.0%MedicalSRPTSarepta Therapeutics$13,993,429$7,406,169 ▲112.4%115,0871.9%MedicalFORTE BIOSCIENCES INC$13,835,500$13,835,500 ▲New Holding609,2251.9%COM NEWPPCPilgrim's Pride$13,617,000$13,617,000 ▲New Holding300,0001.9%Consumer StaplesNEUMORA THERAPEUTICS INC.$13,250,000$4,770,000 ▲56.3%1,250,0001.8%COMVRDNViridian Therapeutics$12,365,590$1,052,970 ▼-7.8%645,0491.7%MedicalVIRVir Biotechnology$11,877,310$11,877,310 ▲New Holding1,618,1621.6%MedicalCAPRCapricor Therapeutics$9,123,180$3,296,820 ▼-26.5%661,1001.2%MedicalELVNEnliven Therapeutics$8,877,106$2,363,130 ▼-21.0%394,5381.2%MedicalTGTXTG Therapeutics$8,766,324$8,766,324 ▲New Holding291,2401.2%MedicalAXSMAxsome Therapeutics$8,461,000$8,461,000 ▲New Holding100,0001.2%MedicalRCUSArcus Biosciences$7,733,315$5,037,838 ▼-39.4%519,3631.1%MedicalCALMCal-Maine Foods$7,719,000$7,719,000 ▲New Holding75,0001.0%Basic MaterialsGPCRStructure Therapeutics$7,704,386$4,580,162 ▲146.6%284,0851.0%MedicalGINKGO BIOWORKS HOLDINGS INC$7,558,454$7,558,454 ▲New Holding769,7001.0%CL A NEWRAREUltragenyx Pharmaceutical$7,530,068$463 ▼0.0%178,9891.0%MedicalIMVTImmunovant$7,445,862$4,939,138 ▼-39.9%300,6001.0%MedicalANABAnaptysBio$7,424,992$2,561,940 ▼-25.7%560,8001.0%MedicalCPRXCatalyst Pharmaceuticals$7,297,174$1,423,355 ▼-16.3%349,6491.0%MedicalAVALO THERAPEUTICS INC$7,209,024$743 ▼0.0%970,2591.0%COM NEWCYTKCytokinetics$7,055,153$3,408,753 ▼-32.6%149,9821.0%MedicalCRVSCorvus Pharmaceuticals$6,711,040$5,543,135 ▲474.6%1,254,4000.9%MedicalDYNE THERAPEUTICS INC$6,615,648$3,482,168 ▲111.1%280,8000.9%COMTECTONIC THERAPEUTIC INC$6,571,283$5,762,800 ▼-46.7%142,3280.9%COMSPYRE THERAPEUTICS INC$6,568,661$467,649 ▼-6.6%282,1590.9%COM NEWKODKodiak Sciences$5,732,852$990,821 ▲20.9%576,1660.8%MedicalAKROAkero Therapeutics$5,536,180$2,782 ▲0.1%199,0000.8%MedicalBGNEBeiGene$5,504,358$16,285,327 ▼-74.7%29,8000.7%MedicalBRIGHT MINDS BIOSCIENCES INC$5,482,641$5,482,641 ▲New Holding152,2110.7%COM NEWCLDXCelldex Therapeutics$5,192,985$10,246,985 ▼-66.4%205,5000.7%MedicalELDNEledon Pharmaceuticals$4,641,745$4,641,745 ▲New Holding1,126,6370.6%MedicalALPHA COGNITION INC$4,452,057$4,452,057 ▲New Holding755,8670.6%COM NEWLENZ THERAPEUTICS INC$4,316,123$1,588,168 ▼-26.9%149,5020.6%COMRZLTRezolute$4,200,427$147,000 ▼-3.4%857,2300.6%MedicalMRNAModerna$4,158,000$4,158,000 ▲New Holding100,0000.6%MedicalEOLSEvolus$4,120,847$1,269,446 ▲44.5%373,2650.6%MedicalMLYSMineralys Therapeutics$4,091,722$1,875,921 ▲84.7%332,3900.6%MedicalNUVLNuvalent$4,087,469$1,722 ▼0.0%52,2160.6%MedicalJANXJanux Therapeutics$3,998,956$15,553,851 ▼-79.5%74,6910.5%MedicalVRNAVerona Pharma$3,715,200$3,715,200 ▲New Holding80,0000.5%MedicalCYBIN INC$3,503,084$264,424 ▲8.2%397,1750.5%COM NEWARCTArcturus Therapeutics$3,394,001$3,394,001 ▲New Holding200,0000.5%MedicalSLNOSoleno Therapeutics$3,371,250$11,526,843 ▼-77.4%75,0000.5%MedicalABEOAbeona Therapeutics$3,334,096$83,483 ▲2.6%598,5810.5%MedicalLEXEO THERAPEUTICS INC$3,285,401$1,592,920 ▲94.1%499,3010.4%COMGALTGalectin Therapeutics$3,096,129$1,806,129 ▲140.0%2,400,1000.4%MedicalRLAYRelay Therapeutics$2,856,429$173 ▼0.0%693,3080.4%MedicalRCKTRocket Pharmaceuticals$2,789,421$311,925 ▲12.6%221,9110.4%MedicalPTGXProtagonist Therapeutics$2,701,999$2,701,999 ▲New Holding70,0000.4%MedicalALIGOS THERAPEUTICS INC$2,561,712$2,561,712 ▲New Holding64,3000.3%COM NEWSANASana Biotechnology$2,469,449$350,450 ▲16.5%1,515,0000.3%MedicalZVRAZevra Therapeutics$2,441,719$2,441,719 ▲New Holding292,7720.3%MedicalXENEXenon Pharmaceuticals$2,432,438$1,769,292 ▼-42.1%62,0520.3%MedicalNVAXNovavax$2,412,000$2,412,000 ▲New Holding300,0000.3%MedicalVTYXVentyx Biosciences$2,392,772$1,970,875 ▲467.1%1,092,5900.3%MedicalALTAltimmune$2,389,394$2,389,394 ▲New Holding331,4000.3%MedicalIMUXImmunic$2,249,970$1,756,474 ▲355.9%2,249,9700.3%MedicalTEVATeva Pharmaceutical Industries$2,204,000$2,204,000 ▲New Holding100,0000.3%MedicalONKURE THERAPEUTICS INC$2,182,285$2,182,285 ▲New Holding253,7540.3%COM CL AGLUEMonte Rosa Therapeutics$2,162,331$125 ▼0.0%311,5750.3%MedicalSLRNAcelyrin$2,124,549$1,463 ▼-0.1%676,6080.3%MedicalHROWHarrow$1,955,965$1,955,965 ▲New Holding58,3000.3%MedicalCRDFCardiff Oncology$1,953,000$1,953,000 ▲New Holding450,0000.3%MedicalSGMOSangamo Therapeutics$1,897,384$1,897,384 ▲New Holding1,860,1790.3%MedicalNKTRNektar Therapeutics$1,886,995$666,459 ▲54.6%2,029,0280.3%MedicalTARAProtara Therapeutics$1,850,582$1,028,423 ▲125.1%350,4890.3%MedicalALECAlector$1,795,501$1,795,501 ▲New Holding950,0000.2%MedicalTERNTerns Pharmaceuticals$1,709,041$33 ▼0.0%308,4910.2%MedicalBMEABiomea Fusion$1,672,668$1,467,028 ▲713.4%431,1000.2%MedicalACHLAchilles Therapeutics$1,642,901$2,326 ▼-0.1%1,441,1410.2%MedicalALTO NEUROSCIENCE INC$1,480,500$2,246,130 ▼-60.3%350,0000.2%COM SHSIBIO INC$1,469,787$213 ▼0.0%599,9130.2%CON NEWCIDARA THERAPEUTICS INC$1,449,907$1,449,907 ▲New Holding53,9400.2%COM NEWTOURMALINE BIO INC$1,377,559$822,475 ▼-37.4%67,9270.2%COMSWTXSpringWorks Therapeutics$1,355,561$226,932 ▼-14.3%37,5190.2%MedicalTRVITrevi Therapeutics$1,339,000$1,339,000 ▲New Holding325,0000.2%MedicalDCTHDelcath Systems$1,208,394$60 ▼0.0%100,3650.2%MedicalSLDBSolid Biosciences$1,200,0000.0%300,0000.2%MedicalJASPER THERAPEUTICS INC$1,178,187$1,454 ▼-0.1%55,1070.2%COM NEWALLKAllakos$1,176,059$877 ▼-0.1%971,9500.2%MedicalLXRXLexicon Pharmaceuticals$1,144,675$1,144,675 ▲New Holding1,550,0000.2%MedicalMISTMilestone Pharmaceuticals$1,099,830$26 ▲0.0%466,0300.1%MedicalTHRDTF Financial$1,029,001$1,029,001 ▲New Holding100,0000.1%MedicalVERVVerve Therapeutics$958,748$51 ▼0.0%169,9910.1%MedicalPYXSPyxis Oncology$956,675$1,096,298 ▼-53.4%613,2530.1%MedicalFULCFulcrum Therapeutics$940,452$1,506,370 ▼-61.6%200,0960.1%MedicalCARTESIAN THERAPEUTICS INC$934,294$484 ▼-0.1%52,1660.1%COM NEWTRAWS PHARMA INC$874,618$874,618 ▲New Holding98,4930.1%COM NEWACRSAclaris Therapeutics$868,001$868,001 ▲New Holding350,0000.1%MedicalVIGLVigil Neuroscience$850,000$850,000 ▲New Holding500,0000.1%MedicalTYRATyra Biosciences$834,000$834,000 ▲New Holding60,0000.1%MedicalShowing largest 100 holdings. 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