Peter Kolchinsky Holdings 13F: Latest RA Capital Management Portfolio Changes
RA Capital Management. Healthcare/biotech hedge fund (~$9.8B AUM). Investment stage to commercial.
As of the latest Q1 2026 13F filing, Peter Kolchinsky (managing RA Capital Management) reported a public portfolio value of $9.4B with 85 positions. This page tracks latest holdings, latest 13F changes, top buys, top sells, and top holdings from the public filing. The top recent buy was PCVX. The top recent sell was CDTX.
Open interactive portfolioLatest 13F portfolio changes
Peter Kolchinsky holdings 13F summary: the latest RA Capital Management portfolio changes show top holdings including ASCENDIS PHARMA A/S - ADR, VAXCYTE, RHYTHM PHARMACEUTICALS, TYRA BIOSCIENCES, and SIONNA THERAPEUTICS, reported top buys such as VAXCYTE, NUVALENT INC-A, DIANTHUS THERAPEUTICS, and MINERALYS THERAPEUTICS, and top sells or reductions such as CIDARA THERAPEUTICS, AVIDITY BIOSCIENCES, ARCELLX, and BELITE BIO INC - ADR.
Latest filing metadata: quarter Q1 2026; report date 2026-03-31; filing date 2026-05-15; disclosure source SEC 13F.
Peter Kolchinsky 13F portfolio and latest holdings overview
Peter Kolchinsky's Q1 2026 13F holdings show RA Capital Management reporting 85 positions with a disclosed portfolio value of $9.4B. For readers searching Peter Kolchinsky 13F holdings, Peter Kolchinsky portfolio, RA Capital Management holdings, or latest 13F changes, the latest top holdings include ASCENDIS PHARMA A/S - ADR, VAXCYTE, RHYTHM PHARMACEUTICALS, TYRA BIOSCIENCES, and SIONNA THERAPEUTICS.
The three largest reported positions add up to roughly 38.1%, which helps readers judge portfolio concentration rather than just headline AUM. The largest reported sector exposure is Health Care at 81.2% of the disclosed portfolio. This makes the page useful for comparing the manager's actual disclosed exposure with market narratives around the same names.
The latest change data highlights reported buys such as VAXCYTE, NUVALENT INC-A, DIANTHUS THERAPEUTICS, MINERALYS THERAPEUTICS, and SPYGLASS PHARMA and reported reductions or exits such as CIDARA THERAPEUTICS, AVIDITY BIOSCIENCES, ARCELLX, BELITE BIO INC - ADR, and 4D MOLECULAR THERAPEUTICS IN. Those changes should be read as historical disclosure signals, not as real-time trade alerts.
The filing metadata lists report date 2026-03-31, filing date 2026-05-15, SEC accession 0001104659-26-062637. SEC 13F reports are normally published up to 45 days after quarter end, so the data is best used to understand institutional positioning after the fact rather than to infer today's exact portfolio.
Peter Kolchinsky portfolio analytics
the top five positions account for 47.3% of disclosed value; the largest sector exposure is Health Care at 81.2%; reported buy and sell activity implies roughly 49.1% turnover this period; cost-basis P&L across 81 tracked positions averages 158.7% (47/72 currently in profit).
Top reported holdings
| Holding | Reported value | Weight | Quarter change |
|---|---|---|---|
| ASND whale holders ASCENDIS PHARMA A/S - ADR | $2.35B | 24.9% | Held |
| PCVX whale holders VAXCYTE INC | $666.8M | 7.1% | Increased |
| RYTM whale holders RHYTHM PHARMACEUTICALS INC | $579.8M | 6.1% | Held |
| TYRA whale holders TYRA BIOSCIENCES INC | $467.2M | 5.0% | Held |
| SION whale holders SIONNA THERAPEUTICS INC | $397.1M | 4.2% | Held |
| EWTX whale holders EDGEWISE THERAPEUTICS INC | $328.5M | 3.5% | Held |
| NAMSW whale holders NEWAMSTERDAM PHARMA CO NV | $305.7M | 3.2% | Held |
| NUVL whale holders NUVALENT INC-A | $259.6M | 2.8% | Increased |
| DNTH whale holders DIANTHUS THERAPEUTICS INC | $219.2M | 2.3% | Increased |
| MLYS whale holders MINERALYS THERAPEUTICS INC | $208.4M | 2.2% | Increased |
Top buys
- PCVX whale holders — VAXCYTE INC ($666.8M)
- NUVL whale holders — NUVALENT INC-A ($259.6M)
- DNTH whale holders — DIANTHUS THERAPEUTICS INC ($219.2M)
- MLYS whale holders — MINERALYS THERAPEUTICS INC ($208.4M)
- SGP whale holders — SPYGLASS PHARMA INC ($207.8M)
- WVE whale holders — WAVE LIFE SCIENCES LTD ($195.6M)
Top sells
- CDTX whale holders — CIDARA THERAPEUTICS INC ($743.4M)
- N/A whale holders — AVIDITY BIOSCIENCES INC ($623.3M)
- N/A whale holders — ARCELLX INC ($82.6M)
- BLTE whale holders — BELITE BIO INC - ADR ($69.2M)
- FDMT whale holders — 4D MOLECULAR THERAPEUTICS IN ($47.0M)
- IVVD whale holders — INVIVYD INC ($42.3M)
Allocation
- Health Care: 81.2%
- Other: 18.4%
- Information Technology: 0.4%
- Financials: 0.1%
Data notes
Report date: 2026-03-31
Disclosure source: SEC 13F
SEC 13F filings are delayed public disclosures and do not include every asset class, short positions, or real-time trades.
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Frequently asked questions
Peter Kolchinsky 13F Holdings
The Q1 2026 13F profile for Peter Kolchinsky and RA Capital Management shows 85 reported positions, $9.4B in disclosed portfolio value, and top holdings including ASCENDIS PHARMA A/S - ADR, VAXCYTE, RHYTHM PHARMACEUTICALS, TYRA BIOSCIENCES, and SIONNA THERAPEUTICS.
What is Peter Kolchinsky buying? Latest 13F changes
The latest tracked change data for Peter Kolchinsky highlights reported buys such as VAXCYTE, NUVALENT INC-A, DIANTHUS THERAPEUTICS, and MINERALYS THERAPEUTICS and reported sells or reductions such as CIDARA THERAPEUTICS, AVIDITY BIOSCIENCES, ARCELLX, and BELITE BIO INC - ADR.
RA Capital Management top holdings
RA Capital Management top holdings are summarized from public disclosures with reported values, weights, portfolio concentration, top buys, top sells, and filing metadata where available.
Peter Kolchinsky buys and sells
Use the top buys and top sells sections above to compare Peter Kolchinsky's reported additions, reductions, exits, and latest portfolio activity against other tracked investors.
How delayed is Peter Kolchinsky's 13F data?
SEC Form 13F requires institutional investment managers with $100M+ in US equities to disclose their holdings quarterly. Read our comprehensive 13F guide for timing, coverage, and limitations. Read the Whale Analyzer 13F guide.