Institutional Fund
Octagon Capital Advisors LP
New York, NYCIK 18394356 filings on record
Portfolio Value
$903.61M
Q1 2026
Holdings
29
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+13.1%
from $798.77M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dianthus Therapeutics Inc18.1%
- Cogent Biosciences Inc10.0%
- Abivax SA8.3%
- Alumis Inc6.9%
- Definium Therapeutics Inc5.1%
- Arrivent Biopharma Inc5.0%
- Other46.5%
Portfolio Holdings
29 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dianthus Therapeutics Inc | 1.95M | $163.36M | 18.1% | −470.0K | Reduced |
| 2 | Cogent Biosciences Inc | 2.35M | $90.45M | 10.0% | 0 | Held |
| 3 | Abivax SA | 677.0K | $75.38M | 8.3% | −79.0K | Reduced |
| 4 | Alumis Inc | 2.83M | $62.36M | 6.9% | +300.0K | Added |
| 5 | Definium Therapeutics Inc | 2.44M | $46.12M | 5.1% | +2.44M | New |
| 6 | Arrivent Biopharma Inc | 1.97M | $45.47M | 5.0% | 0 | Held |
| 7 | Taysha Gene Therapies Inc | 8.86M | $39.60M | 4.4% | 0 | Held |
| 8 | Kymera Therapeutics Inc | 425.0K | $35.40M | 3.9% | −110.0K | Reduced |
| 9 | Mirum Pharmaceuticals Inc | 338.9K | $31.31M | 3.5% | +338.9K | New |
| 10 | Bioage Labs Inc | 1.75M | $30.57M | 3.4% | +150.0K | Added |
19 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio