DOSSIER · 13F-HR · Q2 2026

Octagon Capital Advisors LP

$1.1B in tracked AUM across 27 positions as of Q2 2026.

OC
CIK 0001839435 · last filed Jun 30, 2026
Total AUM
$1.1B
as of Q2 2026
Holdings
27
positions
Whale Score
72
72
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Octagon Capital Advisors LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DNTH
DIANTHUS THERAPEUTICS INC
$180M1.8M16.1%
02
DFTX
DEFINIUM THERAPEUTICS INC
$139M3.0M12.5%
03
ABVX
ABIVAX SA
$132M993K11.9%
04
COGT
COGENT BIOSCIENCES INC
$91M2.4M8.2%
05
ALMS
ALUMIS INC
$80M2.8M7.2%
06
AVBP
ARRIVENT BIOPHARMA INC
$68M2.0M6.2%
07
TSHA
TAYSHA GENE THERAPIES INC
$66M9.7M5.9%
08
BIOA
BIOAGE LABS INC
$43M1.7M3.9%
09
MIRM
MIRUM PHARMACEUTICALS INC
$40M339K3.6%
10
KYMR
KYMERA THERAPEUTICS INC
$36M310K3.2%

Filing history

2026Q2Jun 30
$1.1B 23.1%
27 positionsView →
2026Q1Mar 31
$904M 9.7%
29 positionsView →
2025Q4Dec 31
$824M 24.8%
27 positionsView →
2025Q3Sep 30
$660M 44.8%
27 positionsView →
2025Q2Jun 30
$456M 19.6%
30 positionsLocked
2025Q1Mar 31
$381M 37.3%
26 positionsLocked
2024Q4Dec 31
$608M 5.5%
33 positionsLocked
2024Q3Sep 30
$643M 1.0%
42 positionsLocked
2024Q2Jun 30
$636M 23.7%
47 positionsLocked
2024Q1Mar 31
$834M 33.5%
57 positionsLocked
2023Q4Dec 31
$625M 4.0%
33 positionsLocked
2023Q3Sep 30
$651M 9.4%
40 positionsLocked
Showing 12 of 23