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Oleg Nodelman — Institutional Investor Profile | Buyside Digest

Oleg Nodelman

✓ Verified

Institutional Investor • EcoR1 Capital

Value

$2.2B

Stocks

26 Stocks

Turnover

0.0%

CIK

0001587114EDGAR ↗

Top Holdings

ZYME(32.10%) ANAB(28.43%) AKTS(8.31%) ETON(4.20%) CRSP(4.05%)

About Investor

Established investor leading EcoR1 Capital, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.

Investor Philosophy

Investment philosophy details pending verification.

Oleg Nodelman Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
ZYME	None	ZYMEWORKS INC	General	$600.4M	32.1%	No Change
ANAB	None	AnaptysBio Inc	Health Care	$531.9M	28.4%	No Change
AKTS	None	AKOUSTIS TECHNOLOGIES INC	General	$155.5M	8.3%	No Change
ETON	None	ETON PHARMACEUTICALS INC	General	$78.6M	4.2%	No Change
CRSP	None	CRISPR Therapeutics	Health Care	$75.8M	4.0%	No Change
ORIC	None	ORIC PHARMACEUTICALS INC	General	$72.9M	3.9%	No Change
TRAX	None	First Tracks Biotherapeutics	General	$63.9M	3.4%	No Change
NGNE	None	NEUROGENE INC	General	$40.0M	2.1%	No Change
CGON	None	CG Oncology, Inc.	Healthcare	$39.9M	2.1%	No Change
STOK	None	Stoke Therapeutics, Inc.	General	$24.0M	1.3%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

General63.1%

Health Care34.8%

Healthcare2.1%

Sector	Stocks	Value	Exposure
General	20	$1179.6M	63.1%
Health Care	5	$651.1M	34.8%
Healthcare	1	$39.9M	2.1%