Octagon Capital Advisors LP
CIK 1839435
13F filing for Q2 2026・No. 2,406
- Holdings
- US$1.11B
- Quarter change
- +US$208.93M
- Entries
- 27
- Net bought (estimate)
- −US$44.28M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 7
- Cut 6
- Added 4
- Corporate actions 0
- Unchanged 12
Largest holdings
26 stocks worth US$1.09B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIANTHUS THERAPEUTICS INCCOM | Cut | 1,841,667 | US$179.53M | 16.48% |
| DFTXDEFINIUM THERAPEUTICS INCCOM SHS | Added | 2,950,000 | US$138.77M | 12.74% |
| ABIVAX SASPONSORED ADS | Added | 993,000 | US$132.33M | 12.15% |
| COGTCOGENT BIOSCIENCES INCCOM | Unchanged | 2,350,000 | US$90.95M | 8.35% |
| ALUMIS INCCOM | Unchanged | 2,830,700 | US$79.66M | 7.31% |
| AVBPARRIVENT BIOPHARMA INCCOM | Unchanged | 1,971,054 | US$68.47M | 6.28% |
| TAYSHA GENE THERAPIES INCCOM SHS | Added | 9,693,244 | US$66.01M | 6.06% |
| BIOAGE LABS INCCOM | Unchanged | 1,748,000 | US$42.84M | 3.93% |
| MIRUM PHARMACEUTICALS INCCOM | Unchanged | 338,900 | US$39.68M | 3.64% |
| KYMERA THERAPEUTICS INCCOM | Cut | 310,000 | US$35.55M | 3.26% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.