account_balance
Investment manager · 13F filer · SEC CIK 1839435
Octagon Capital Advisors LP
Reported value$1.09Bas of Jun 30, 2026
Positions26 4 new, 7 sold out
Top 10 weight80.2%DNTH alone is 16%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DNTHDianthus Therapeutics Inc
16.5%Trimmed −5%
DFTXDefinium Therapeutics Inc
12.7%Added +21%
ABVXAbivax SA
12.1%Added +47%
COGTCogent Biosciences Inc
8.3%
ALMSAlumis Inc
7.3%
AVBPArrivent Biopharma Inc
6.3%
TSHATaysha Gene Therapies Inc
6.1%Added +9%
BIOABioage Labs Inc
3.9%
MIRMMirum Pharmaceuticals Inc
3.6%
KYMRKymera Therapeutics Inc
3.3%Trimmed −27%
AKTSAktis Oncology Inc
2.8%
XENEXenon Pharmaceuticals Inc
2.7%
DNTHDianthus Therapeutics Inc
16.5%Trimmed −5%
DFTXDefinium Therapeutics Inc
12.7%Added +21%
ABVX12.1%COGT8.3%ALMS7.3%AVBP6.3%TSHA6.1%BIOA3.9%MIRM3.6%KYMR3.3%AKTS2.8%XENE2.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DNTH Dianthus Therapeutics Inc 16.5% Trimmed −5%DFTX Definium Therapeutics Inc 12.7% Added +21%ABVX Abivax SA 12.1% Added +47%COGT Cogent Biosciences Inc 8.3% HeldALMS Alumis Inc 7.3% HeldAVBP Arrivent Biopharma Inc 6.3% HeldTSHA Taysha Gene Therapies Inc 6.1% Added +9%BIOA Bioage Labs Inc 3.9% HeldMIRM Mirum Pharmaceuticals Inc 3.6% HeldKYMR Kymera Therapeutics Inc 3.3% Trimmed −27%AKTS Aktis Oncology Inc 2.8% HeldXENE Xenon Pharmaceuticals Inc 2.7% Held
What changed
Biggest moves since Mar 31, 2026
remove_circleSold out
- Centessa Pharmaceuticals PLC $29.8M
- Kalvista Pharmaceuticals Inc $29.2M
- Terns Pharmaceuticals Inc $27.9M
- BBOT $6.44M