VR Adviser, LLC — 13F holdings

VR Adviser, LLC reported 33 holdings worth $3.30B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. APGE APOGEE THERAPEUTICS INC — $1.13B (34.2%)
2. ORKA ORUKA THERAPEUTICS INC — $395M (12.0%)
3. ERAS Erasca Inc — $328M (9.9%)
4. SYRE SPYRE THERAPEUTICS INC — $265M (8.0%)
5. DNTH Dianthus Therapeutics Inc — $115M (3.5%)
6. OCUL OCULAR THERAPEUTIX INC — $102M (3.1%)
7. DMRA Damora Therapeutics Inc — $93.7M (2.8%)
8. SVRA SAVARA INC — $90.8M (2.8%)
9. JBIO JADE BIOSCIENCES INC — $71.6M (2.2%)
10. COGT COGENT BIOSCIENCES INC — $63.6M (1.9%)