Octagon Capital Advisors Lp Top Holdings and 13F Report (2025) About Octagon Capital Advisors LpInvestment ActivityOctagon Capital Advisors Lp has $607.70 million in total holdings as of December 31, 2024.Octagon Capital Advisors Lp owns shares of 31 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 23.81% of the portfolio was purchased this quarter.About 31.66% of the portfolio was sold this quarter.This quarter, Octagon Capital Advisors Lp has purchased 41 new stocks and bought additional shares in 12 stocks.Octagon Capital Advisors Lp sold shares of 4 stocks and completely divested from 17 stocks this quarter.Largest Holdings Apellis Pharmaceuticals $95,952,732ARRIVENT BIOPHARMA INC $54,862,070DIANTHUS THERAPEUTICS INC $46,001,641Insmed $40,181,280Centessa Pharmaceuticals $35,929,621 Largest New Holdings this Quarter Scholar Rock $21,091,360 HoldingMerus $12,951,400 HoldingErasca $12,893,355 HoldingSyndax Pharmaceuticals $11,950,880 HoldingKalVista Pharmaceuticals $11,603,900 Holding Largest Purchases this Quarter Scholar Rock 488,000 shares (about $21.09M)Merus 308,000 shares (about $12.95M)Erasca 5,136,795 shares (about $12.89M)Syndax Pharmaceuticals 904,000 shares (about $11.95M)KalVista Pharmaceuticals 1,370,000 shares (about $11.60M) Largest Sales this Quarter Verona Pharma 1,263,936 shares (about $58.70M)Nuvation Bio 2,968,606 shares (about $7.90M)Insmed 104,820 shares (about $7.24M)BridgeBio Pharma 110,400 shares (about $3.03M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOctagon Capital Advisors Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAPLSApellis Pharmaceuticals$95,952,7320.0%3,006,98015.8%MedicalARRIVENT BIOPHARMA INC$54,862,070$2,211,120 ▲4.2%2,059,3879.0%COMDIANTHUS THERAPEUTICS INC$46,001,641$7,924,300 ▲20.8%2,110,1677.6%COMINSMInsmed$40,181,280$7,236,773 ▼-15.3%582,0006.6%MedicalCNTACentessa Pharmaceuticals$35,929,621$2,227,750 ▲6.6%2,145,0525.9%MedicalVRNAVerona Pharma$26,529,500$58,697,187 ▼-68.9%571,2644.4%MedicalNUVBNuvation Bio$24,479,733$7,896,492 ▼-24.4%9,202,9074.0%MedicalCOGTCogent Biosciences$21,551,400$11,372,400 ▲111.7%2,763,0003.5%MedicalSRRKScholar Rock$21,091,360$21,091,360 ▲New Holding488,0003.5%MedicalMNMDMind Medicine (MindMed)$21,005,2800.0%3,018,0003.5%MedicalOCULOcular Therapeutix$20,709,5000.0%2,425,0003.4%MedicalTSHATaysha Gene Therapies$18,078,500$10,168,556 ▲128.6%10,450,0003.0%MedicalVRDNViridian Therapeutics$16,677,9000.0%870,0002.7%MedicalGOSSGossamer Bio$16,599,410$8,288,051 ▲99.7%18,350,0002.7%MedicalDYNE THERAPEUTICS INC$15,738,080$9,548,255 ▲154.3%668,0002.6%COMPHVSPharvaris$14,914,260$3,019,850 ▲25.4%778,0002.5%MedicalCRBPCorbus Pharmaceuticals$13,157,0000.0%1,115,0002.2%MedicalMRUSMerus$12,951,400$12,951,400 ▲New Holding308,0002.1%MedicalERASErasca$12,893,355$12,893,355 ▲New Holding5,136,7952.1%MedicalBBIOBridgeBio Pharma$12,117,504$3,029,376 ▼-20.0%441,6002.0%MedicalSNDXSyndax Pharmaceuticals$11,950,880$11,950,880 ▲New Holding904,0002.0%MedicalKALVKalVista Pharmaceuticals$11,603,900$11,603,900 ▲New Holding1,370,0001.9%MedicalUNCYUnicycive Therapeutics$7,942,000$1,144,442 ▲16.8%10,000,0001.3%MedicalRGLSRegulus Therapeutics$7,661,107$924,460 ▲13.7%4,848,8021.3%MedicalPERSPECTIVE THERAPEUTICS INC$7,352,159$2,815,264 ▲62.1%2,304,7521.2%COM NEWNEUROGENE INC$6,926,580$6,583,680 ▲1,920.0%303,0001.1%COMALLOVIR INC$4,710,300$4,710,300 ▲New Holding11,215,0000.8%COMLIFEaTyr Pharma$3,258,000$3,258,000 ▲New Holding900,0000.5%MedicalHELIX ACQUISITION CORP II$2,625,0000.0%250,0000.4%CL A ORD SHSMRSNMersana Therapeutics$1,418,5600.0%992,0000.2%MedicalNUVATION BIO INC$830,8140.0%312,3360.1%*W EXP 02/10/202GPCRStructure Therapeutics$0$52,580,220 ▼-100.0%00.0%MedicalALVRAlloVir$0$9,056,817 ▼-100.0%00.0%MedicalEYPTEyePoint Pharmaceuticals$0$8,737,089 ▼-100.0%00.0%MedicalPRAXIS PRECISION MEDICINES I$0$7,480,200 ▼-100.0%00.0%COM NEWMLYSMineralys Therapeutics$0$7,266,000 ▼-100.0%00.0%MedicalVTYXVentyx Biosciences$0$5,212,629 ▼-100.0%00.0%MedicalTNYATenaya Therapeutics$0$4,972,066 ▼-100.0%00.0%MedicalCYBIN INC$0$4,352,508 ▼-100.0%00.0%COMRPHMReneo Pharmaceuticals$0$3,825,000 ▼-100.0%00.0%MedicalPEPGPepGen$0$3,215,800 ▼-100.0%00.0%MedicalBDTXBlack Diamond Therapeutics$0$2,583,900 ▼-100.0%00.0%MedicalANNXAnnexon$0$2,368,000 ▼-100.0%00.0%MedicalIPSCCentury Therapeutics$0$1,140,271 ▼-100.0%00.0%MedicalAVTEAerovate Therapeutics$0$972,770 ▼-100.0%00.0%MedicalAUTLAutolus Therapeutics$0$638,880 ▼-100.0%00.0%MedicalRAPTRAPT Therapeutics$0$586,920 ▼-100.0%00.0%MedicalNKTXNkarta$0$542,400 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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