Octagon Capital Advisors Lp Top Holdings and 13F Report (2026) About Octagon Capital Advisors LpInvestment ActivityOctagon Capital Advisors Lp has $903.61 million in total holdings as of March 31, 2026.Octagon Capital Advisors Lp owns shares of 29 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 22.77% of the portfolio was purchased this quarter.About 23.56% of the portfolio was sold this quarter.This quarter, Octagon Capital Advisors Lp has purchased 27 new stocks and bought additional shares in 6 stocks.Octagon Capital Advisors Lp sold shares of 9 stocks and completely divested from 6 stocks this quarter.Largest Holdings DIANTHUS THERAPEUTICS INC $163,364,295Cogent Biosciences $90,451,500ABIVAX SA $75,383,950ALUMIS INC $62,360,321DEFINIUM THERAPEUTICS INC $46,116,000 Largest New Holdings this Quarter 24477V105 - DEFINIUM THERAPEUTICS INC $46,116,000 Holding604749101 - Mirum Pharmaceuticals $31,307,582 Holding98420N105 - Xenon Pharmaceuticals $28,493,500 Holding880881107 - Terns Pharmaceuticals $27,941,600 Holding254604101 - Disc Medicine $17,263,800 Holding Largest Purchases this Quarter DEFINIUM THERAPEUTICS INC 2,440,000 shares (about $46.12M)Mirum Pharmaceuticals 338,900 shares (about $31.31M)Xenon Pharmaceuticals 490,000 shares (about $28.49M)Terns Pharmaceuticals 530,000 shares (about $27.94M)Disc Medicine 270,000 shares (about $17.26M) Largest Sales this Quarter DIANTHUS THERAPEUTICS INC 470,000 shares (about $39.44M)Trevi Therapeutics 1,330,000 shares (about $15.87M)Pharvaris 506,465 shares (about $14.31M)Kymera Therapeutics 110,000 shares (about $9.16M)ABIVAX SA 79,000 shares (about $8.80M) 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 PortfolioSectorDIANTHUS THERAPEUTICS INC$163,364,295$39,442,400 â–¼-19.4%1,946,66718.1%COMCOGTCogent Biosciences$90,451,5000.0%2,350,00010.0%MedicalABIVAX SA$75,383,950$8,796,650 â–¼-10.4%677,0008.3%SPONSORED ADSALUMIS INC$62,360,321$6,609,000 â–²11.9%2,830,7006.9%COMDEFINIUM THERAPEUTICS INC$46,116,000$46,116,000 â–²New Holding2,440,0005.1%COM SHSARRIVENT BIOPHARMA INC$45,472,2160.0%1,971,0545.0%COMTSHATaysha Gene Therapies$39,603,8020.0%8,859,9114.4%MedicalKYMRKymera Therapeutics$35,398,250$9,161,900 â–¼-20.6%425,0003.9%MedicalMIRMMirum Pharmaceuticals$31,307,582$31,307,582 â–²New Holding338,9003.5%MedicalBIOAGE LABS INC$30,572,520$2,623,500 â–²9.4%1,748,0003.4%COMCNTACentessa Pharmaceuticals$29,790,0000.0%750,0003.3%MedicalKALVKalVista Pharmaceuticals$29,188,500$3,556,307 â–²13.9%1,450,0003.2%MedicalXENEXenon Pharmaceuticals$28,493,500$28,493,500 â–²New Holding490,0003.2%MedicalTERNTerns Pharmaceuticals$27,941,600$27,941,600 â–²New Holding530,0003.1%MedicalOCULOcular Therapeutix$26,821,102$4,599,210 â–²20.7%3,166,6003.0%MedicalPALISADE BIO INC$17,983,555$1,239,733 â–²7.4%10,276,3172.0%COMTRVITrevi Therapeutics$17,716,050$15,866,900 â–¼-47.2%1,485,0002.0%MedicalIRONDisc Medicine$17,263,800$17,263,800 â–²New Holding270,0001.9%MedicalAKTIS ONCOLOGY INC$17,189,553$17,189,553 â–²New Holding960,8471.9%COMCNTXContext Therapeutics$13,755,000$13,755,000 â–²New Holding5,250,0001.5%MedicalPRECISION BIOSCIENCES INC$12,302,026$1,753,054 â–²16.6%2,236,7321.4%COM NEWDBV TECHNOLOGIES S A$11,995,0380.0%574,2001.3%SPONSORED ADSUNICYCIVE THERAPEUTICS INC$6,580,0000.0%1,000,0000.7%COM NEWBRIDGEBIO ONCOLOGY THERAPEUT$6,435,050$2,900,785 â–¼-31.1%719,0000.7%COM NEWLEXEO THERAPEUTICS INC$6,314,000$3,587,500 â–¼-36.2%1,100,0000.7%COMPHVSPharvaris$4,661,250$14,307,636 â–¼-75.4%165,0000.5%MedicalPERSPECTIVE THERAPEUTICS INC$3,300,784$3,300,784 â–²New Holding791,5550.4%COM NEWEVOMMUNE INC$3,298,421$8,196,578 â–¼-71.3%143,4720.4%COM SHSGOSSGossamer Bio$2,545,875$2,025,324 â–¼-44.3%7,750,0000.3%MedicalMNMDMind Medicine (MindMed)$0$29,859,700 â–¼-100.0%00.0%MedicalCG ONCOLOGY INC$0$24,912,000 â–¼-100.0%00.0%COMCIDARA THERAPEUTICS INC$0$22,089,000 â–¼-100.0%00.0%COM NEWRAPT THERAPEUTICS INC$0$19,441,380 â–¼-100.0%00.0%COM NEWCRBPCorbus Pharmaceuticals$0$7,773,700 â–¼-100.0%00.0%MedicalPEPGPepGen$0$4,557,000 â–¼-100.0%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
