Odyssean, LLC — 13F holdings

Odyssean, LLC reported 485 holdings worth $615M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. RARE ULTRAGENYX PHARMACEUTICAL IN — $4.08M (0.7%)
2. KYMR KYMERA THERAPEUTICS INC — $3.95M (0.6%)
3. IDYA IDEAYA BIOSCIENCES INC — $3.82M (0.6%)
4. PCVX VAXCYTE INC — $3.64M (0.6%)
5. AFRM AFFIRM HLDGS INC — $3.59M (0.6%)
6. CLDX CELLDEX THERAPEUTICS INC NEW — $3.54M (0.6%)
7. LOAR LOAR HOLDINGS INC — $3.52M (0.6%)
8. MIRM MIRUM PHARMACEUTICALS INC — $3.50M (0.6%)
9. DASH DOORDASH INC — $3.49M (0.6%)
10. KRYS KRYSTAL BIOTECH INC — $3.47M (0.6%)