Peter Kolchinsky 13F Holdings
RA Capital Management. Healthcare/biotech hedge fund (~$9.8B AUM). Investment stage to commercial.
As of the latest Q1 2026 filing, Peter Kolchinsky (managing RA Capital Management) reported a public portfolio value of $9.4B with 85 positions. The top recent buy was PCVX. The top recent sell was CDTX.
Open interactive portfolioPeter Kolchinsky 13F portfolio 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, or RA Capital Management holdings, 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 81.0% 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.
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: 81.0%
- Other: 13.9%
- Energy: 2.8%
- Industrials: 1.9%
- Information Technology: 0.4%
- Financials: 0.1%
Data notes
Report date: 2026-03-31
Disclosure source: SEC 13F
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
What is Peter Kolchinsky buying?
The latest tracked change data for Peter Kolchinsky highlights reported buys such as VAXCYTE, NUVALENT INC-A, DIANTHUS THERAPEUTICS, and MINERALYS THERAPEUTICS. Because 13F data is historical, use it as a research trail rather than a live trade alert.
Peter Kolchinsky 13F portfolio
The Q1 2026 SEC 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.
RA Capital Management holdings
RA Capital Management holdings are summarized from public disclosures with reported values, weights, top buys, top sells, and filing metadata where available.
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.