Octagon Capital Advisors LP — 13F holdings

Octagon Capital Advisors LP reported 27 holdings worth $1.11B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. DNTH Dianthus Therapeutics Inc — $180M (16.1%)
2. DFTX DEFINIUM THERAPEUTICS INC — $139M (12.5%)
3. ABVX ABIVAX SA — $132M (11.9%)
4. COGT COGENT BIOSCIENCES INC — $90.9M (8.2%)
5. ALMS ALUMIS INC — $79.7M (7.2%)
6. AVBP ARRIVENT BIOPHARMA INC — $68.5M (6.2%)
7. TSHA TAYSHA GENE THERAPIES INC — $66.0M (5.9%)
8. BIOA BIOAGE LABS INC — $42.8M (3.9%)
9. MIRM MIRUM PHARMACEUTICALS INC — $39.7M (3.6%)
10. KYMR KYMERA THERAPEUTICS INC — $35.5M (3.2%)