Ikarian Capital, LLC Top Holdings and 13F Report (2026) About Ikarian Capital, LLCInvestment ActivityIkarian Capital, LLC has $928.17 million in total holdings as of June 30, 2026.Ikarian Capital, LLC owns shares of 137 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 33.81% of the portfolio was purchased this quarter.About 74.69% of the portfolio was sold this quarter.This quarter, Ikarian Capital, LLC has purchased 139 new stocks and bought additional shares in 21 stocks.Ikarian Capital, LLC sold shares of 35 stocks and completely divested from 31 stocks this quarter.Largest Holdings ABIVAX SA $122,122,964Ionis Pharmaceuticals $55,503,000Kodiak Sciences $49,768,672SPDR S&P Biotech ETF $47,475,000ALUMIS INC $34,523,502 Largest New Holdings this Quarter 60770K107 - Moderna $28,012,000 Holding03969F109 - Arcus Biosciences $15,555,555 Holding19240Q201 - Cogent Biosciences $14,322,251 HoldingN62509959 - NEWAMSTERDAM PHARMA COMPANY $13,556,000 Holding12529R107 - C4 Therapeutics $11,362,110 Holding Largest Purchases this Quarter ABIVAX SA 568,800 shares (about $75.53M)Ionis Pharmaceuticals 460,862 shares (about $36.54M)Moderna 400,000 shares (about $28.01M)Arcus Biosciences 504,559 shares (about $15.56M)Cogent Biosciences 370,084 shares (about $14.32M) Largest Sales this Quarter SPDR S&P Biotech ETF 500,000 shares (about $79.13M)Bristol Myers Squibb 457,500 shares (about $26.36M)Harrow 407,272 shares (about $17.30M)UNIQURE NV 305,200 shares (about $14.06M)BridgeBio Pharma 161,203 shares (about $12.01M) 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 PortfolioSectorABIVAX SA$122,122,964$75,525,605 â–²162.1%919,73513.2%SPONSORED ADSIONSIonis Pharmaceuticals$55,503,000$36,541,748 â–²192.7%700,0006.0%HealthcareKODKodiak Sciences$49,768,672$3,442,700 â–¼-6.5%1,277,4305.4%HealthcareXBISPDR S&P Biotech ETF$47,475,000$79,125,000 â–¼-62.5%300,0005.1%ETFALUMIS INC$34,523,502$7,071,582 â–¼-17.0%1,226,8483.7%COMPRAXIS PRECISION MEDICINES I$31,383,884$7,419,281 â–²31.0%93,7423.4%COM NEWMRNAModerna$28,012,000$28,012,000 â–²New Holding400,0003.0%HealthcareCAPRCapricor Therapeutics$22,977,497$1,834,896 â–²8.7%954,2152.5%HealthcarePCVXVaxcyte$22,594,085$2,325,200 â–¼-9.3%388,6822.4%HealthcareANIPANI Pharmaceuticals$22,523,196$2,069,500 â–¼-8.4%272,0852.4%HealthcareCLDXCelldex Therapeutics$22,046,925$641,984 â–²3.0%592,5002.4%HealthcareTENAX THERAPEUTICS INC$17,128,260$659,115 â–²4.0%1,177,2001.8%COM NEWVERAVera Therapeutics$16,378,747$4,720,100 â–²40.5%381,7001.8%HealthcareRCUSArcus Biosciences$15,555,555$15,555,555 â–²New Holding504,5591.7%HealthcareRLMDRelmada Therapeutics$14,866,644$3,736,800 â–¼-20.1%2,148,3591.6%HealthcareCOGTCogent Biosciences$14,322,251$14,322,251 â–²New Holding370,0841.5%HealthcareNEWAMSTERDAM PHARMA COMPANY$13,556,000$13,556,000 â–²New Holding400,0001.5%PUTCONTINEUM THERAPEUTICS INC$13,241,0560.0%807,8741.4%CL ACCCCC4 Therapeutics$11,362,110$11,362,110 â–²New Holding2,433,0001.2%HealthcareMAZE THERAPEUTICS INC$11,309,331$429,696 â–¼-3.7%378,9991.2%COMARWRArrowhead Pharmaceuticals$11,271,040$6,584,215 â–²140.5%138,2781.2%HealthcareBHVNBiohaven$11,132,933$4,995,216 â–²81.4%748,1811.2%HealthcareCONNECT BIOPHARMA HLDGS LTD$10,801,710$2,367,034 â–¼-18.0%4,538,5341.2%SHSALTO NEUROSCIENCE INC$10,749,651$2,841,200 â–¼-20.9%407,3381.2%COM SHSPHVSPharvaris$10,680,241$6,155,240 â–¼-36.6%308,8561.2%HealthcareEYPTEyepoint Pharmaceuticals$10,593,4400.0%740,8001.1%HealthcareJADE BIOSCIENCES INC$9,495,694$1,888,700 â–¼-16.6%427,3491.0%COM NEWDAMORA THERAPEUTICS INC$8,731,8160.0%335,7100.9%COM NEWQ32 BIO INC$8,026,200$8,026,200 â–²New Holding630,0000.9%COMVRDNViridian Therapeutics$7,807,251$7,807,251 â–²New Holding425,0000.8%HealthcareOLMAOlema Pharmaceuticals$7,296,845$7,065,648 â–¼-49.2%583,2810.8%HealthcarePELTHOS THERAPEUTICS INC$7,251,4590.0%256,5980.8%COM SHSZURAZura Bio$7,189,102$147,500 â–²2.1%1,218,4920.8%HealthcareTECTONIC THERAPEUTIC INC$7,075,647$1,660,313 â–²30.7%205,8370.8%COMSPRUCE BIOSCIENCES INC$6,553,2240.0%121,3560.7%COM NEWHIMSHims & Hers Health$6,531,170$6,531,170 â–²New Holding188,3810.7%HealthcareELVNEnliven Therapeutics$6,421,957$2,174,181 â–²51.2%126,5410.7%HealthcarePRQRProQR Therapeutics$6,372,230$3,596,684 â–²129.6%3,425,9300.7%HealthcareBRIGHT MINDS BIOSCIENCES INC$6,244,361$5,454,260 â–¼-46.6%88,9510.7%COM NEWOVIDOvid Therapeutics$6,105,503$1,681,250 â–¼-21.6%2,269,7040.7%HealthcareOCGNOcugen$6,063,3480.0%3,962,9720.7%HealthcareALPHA COGNITION INC$6,037,790$1,588,400 â–¼-20.8%836,2590.7%COM NEWKYMRKymera Therapeutics$5,779,3680.0%50,4000.6%HealthcareHROWHarrow$5,766,364$17,296,841 â–¼-75.0%135,7750.6%HealthcareKAZIA THERAPEUTICS LTD$5,578,510$5,578,510 â–²New Holding396,2010.6%SPONSORED ADSRAREUltragenyx Pharmaceutical$5,529,952$10,583,095 â–¼-65.7%165,6170.6%HealthcareEUPRAXIA PHARMACEUTICALS INC$5,352,388$2,677,050 â–¼-33.3%809,7410.6%COMSLSSELLAS Life Sciences Group$5,235,372$5,235,372 â–²New Holding354,7000.6%HealthcareBIOAGE LABS INC$4,901,999$4,901,999 â–²New Holding200,0000.5%COMRZLTRezolute$4,862,062$4,776,371 â–²5,574.0%935,0120.5%HealthcareSIONNA THERAPEUTICS INC$4,728,925$4,728,925 â–²New Holding107,5000.5%COMMONOPAR THERAPEUTICS INC$4,431,450$4,431,450 â–²New Holding47,8610.5%COM NEWBBIOBridgeBio Pharma$4,276,418$12,006,399 â–¼-73.7%57,4170.5%HealthcareIVAInventiva$4,152,521$1,103,317 â–¼-21.0%1,129,1010.4%HealthcareABSIAbsci$4,100,217$4,100,217 â–²New Holding353,7720.4%HealthcareALECAlector$3,985,038$201,000 â–¼-4.8%1,982,6060.4%HealthcareELYMEliem Therapeutics$3,912,000$3,912,000 â–²New Holding300,0000.4%HealthcareFULCFulcrum Therapeutics$3,839,9290.0%1,049,1610.4%HealthcareCRDLCardiol Therapeutics$3,524,500$636,000 â–²22.0%3,325,0000.4%HealthcareCUE BIOPHARMA INC$3,293,728$3,293,728 â–²New Holding104,3640.4%COMCPIXCumberland Pharmaceuticals$3,260,431$324,000 â–¼-9.0%503,1530.4%HealthcareREIN THERAPEUTICS INC$3,068,000$3,068,000 â–²New Holding2,950,0000.3%COM NEWARVNArvinas$2,977,1150.0%358,2570.3%HealthcareABOSAcumen Pharmaceuticals$2,813,6380.0%1,053,7970.3%HealthcarePROMIS NEUROSCIENCES INC$2,697,801$1,974,001 â–²272.7%205,0000.3%COM SHSANNXAnnexon$2,456,693$856,500 â–¼-25.9%430,2440.3%HealthcareBMYBristol Myers Squibb$2,448,850$26,361,150 â–¼-91.5%42,5000.3%HealthcareLEXEO THERAPEUTICS INC$2,388,0660.0%513,0110.3%COMDCTHDelcath Systems$2,337,548$3,091,903 â–¼-56.9%185,6670.3%HealthcareIVVDInvivyd$2,317,5920.0%2,656,5700.2%HealthcareUNIQURE NV$2,293,788$14,057,512 â–¼-86.0%49,8000.2%CALLCABACabaletta Bio$2,177,000$622,000 â–¼-22.2%700,0000.2%HealthcareNEUMORA THERAPEUTICS INC.$2,173,2940.0%1,278,4080.2%COMAMLXAmylyx Pharmaceuticals$2,110,301$2,110,301 â–²New Holding117,5000.2%HealthcareTARSTarsus Pharmaceuticals$1,961,5880.0%31,1660.2%HealthcareIRONDisc Medicine$1,945,524$1,945,524 â–²New Holding26,6000.2%HealthcareSLNSilence Therapeutics$1,827,725$77,000 â–¼-4.0%830,7840.2%HealthcareDERMJourney Medical$1,780,1680.0%251,4360.2%HealthcareDBV TECHNOLOGIES S A$1,690,9530.0%525,0000.2%SPONSORED ADSIBIO INC$1,674,8590.0%957,0620.2%COM NEWAVALO THERAPEUTICS INC$1,666,581$8,682,214 â–¼-83.9%90,1830.2%COM NEWANTERIS TECHNOLOGIES GLOBAL$1,640,724$1,970,000 â–¼-54.6%166,5710.2%COMPALISADE BIO INC$1,567,500$992,796 â–²172.7%750,0000.2%COMAMANAT ACQUISITION CORP$1,524,000$1,524,000 â–²New Holding150,0000.2%CL A ORDKALARIS THERAPEUTICS INC$1,465,2010.0%360,0000.2%COMQUINCE THERAPEUTICS INC$1,314,245$1,314,245 â–²New Holding72,2510.1%COMLPCNLipocine$1,301,9020.0%508,5560.1%HealthcareIMNMImmunome$1,271,401$1,271,401 â–²New Holding60,0000.1%HealthcareELTXElicio Therapeutics$1,228,522$1,228,522 â–²New Holding314,2000.1%HealthcarePLRXPliant Therapeutics$1,140,000$1,140,000 â–²New Holding1,000,0000.1%HealthcareIMMUNIC INC$1,036,922$1,036,922 â–²New Holding67,4640.1%COM NEWQUOIN PHARMACEUTICALS LTD$1,023,8440.0%211,5380.1%SPONSORED ADSEQEquillium$971,3760.0%303,5550.1%HealthcareSTIMNeuronetics$911,5370.0%701,1820.1%HealthcareFAETH THERAPEUTICS INC$884,650$725,875 â–²457.2%35,3860.1%COM NEWFRACTYL HEALTH INC$873,8400.0%1,100,0000.1%COMCYBIN INC$873,5320.0%132,1530.1%COM NEWFIRST TRACKS BIOTHERAPEUTICS$860,633$860,633 â–²New Holding42,7750.1%ORD SHSVSTMVerastem$816,9650.0%213,8650.1%HealthcareDIREXION SHARES ETF TRUST$815,8870.0%105,8220.1%DAI BIO BEA ETFShowing largest 100 holdings. 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