EcoR1 Capital, LLC

Portfolio Overview

EcoR1 Capital, LLC manages a concentrated, high-conviction investment portfolio totaling approximately $1.74 billion as of the report date September 30, 2025. The firm employs a focused strategy, holding only 23 positions, which indicates a preference for high selectivity over broad diversification. During the quarter, the portfolio experienced modest growth of +2.7%, increasing from $1.69 billion.

The portfolio is heavily skewed toward its top assets, with t...