§ 13F · FUND PROFILE
Octagon Capital Advisors LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $660M (13F)Positions · 27Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$185M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DNTH | DIANTHUS THERAPEUTICS INC | 1.95M | $163M | 18.1% | −19% |
| 2 | COGT | COGENT BIOSCIENCES INC | 2.35M | $90M | 10.0% | ±0% |
| 3 | ABVX | ABIVAX SA | 677K | $75M | 8.3% | −10% |
| 4 | ALMS | ALUMIS INC | 2.83M | $62M | 6.9% | +12% |
| 5 | DFTX | DEFINIUM THERAPEUTICS INC | 2.44M | $46M | 5.1% | NEW |
| 6 | AVBP | ARRIVENT BIOPHARMA INC | 1.97M | $45M | 5.0% | ±0% |
| 7 | TSHA | TAYSHA GENE THERAPIES INC | 8.86M | $40M | 4.4% | ±0% |
| 8 | KYMR | KYMERA THERAPEUTICS INC | 425K | $35M | 3.9% | −21% |
| 9 | MIRM | MIRUM PHARMACEUTICALS INC | 339K | $31M | 3.5% | NEW |
| 10 | BIOA | BIOAGE LABS INC | 1.75M | $31M | 3.4% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OCTAGON SIGNAL
AC read
Octagon Capital Advisors LP is a Other fund managing $660 million in assets. The fund runs a focused portfolio of just 27 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed