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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Peter Kolchinsky
✓ VerifiedInstitutional Investor • RA Capital Management
Value
$9.8B
Stocks
46 Stocks (1 new)
Turnover
29.0%
Top Holdings
ASND(28.59%) RYTM(7.72%) VAXC(6.95%) SION(4.54%) TYRA(4.06%)
About Investor
Established investor leading RA Capital Management, 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.
Peter Kolchinsky Top Holdings
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| ASND | None | Ascendis Pharma A/S | Health Care | $2742.3M | 0 | 28.6% | 0 | +100.0% |
| RYTM | None | Rhythm Pharmaceuticals, Inc. | Healthcare | $740.2M | 0 | 7.7% | 0 | No Change |
| VAXC | None | Vaxcyte Inc. | General | $667.0M | 0 | 7.0% | 0 | No Change |
| SION | None | SIONNA THERAPEUTICS INC | General | $435.7M | 0 | 4.5% | 0 | No Change |
| TYRA | None | TYRA BIOSCIENCES INC | General | $389.6M | 0 | 4.1% | 0 | No Change |
| EWTX | None | Edgewise Therapeutics, Inc. | General | $341.0M | 0 | 3.5% | 0 | No Change |
| NAMS | None | NewAmsterdam Pharma Company N.V. | General | $323.7M | 0 | 3.4% | 0 | No Change |
| SEPN | None | SEPTERNA INC | General | $234.3M | 0 | 2.4% | 0 | No Change |
| BCAX | None | Bicara Therapeutics Inc - US | General | $215.4M | 0 | 2.3% | 0 | No Change |
| MLYS | None | MINERALYS THERAPEUTICS INC | General | $207.6M | 0 | 2.2% | 0 | No Change |
Recent Buys (13F)
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| ASNDAscendis Pharma A/S | $2742.3M | +100.0% | 28.6% | New |
Recent Sells (13F)
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| ASCBAscendis Pharma A/S | $2742.3M | -100.0% | 0.0% | Sold Out |
13F Sector Breakdown
General56.3%
Health Care32.3%
Healthcare9.3%
Industrials2.1%
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| General | 37 | $5398.3M | 56.3% |
| Health Care | 6 | $3098.3M | 32.3% |
| Healthcare | 2 | $891.1M | 9.3% |
| Industrials | 1 | $205.3M | 2.1% |