Investor
TCG Crossover Management, LLC
CIK 0001839948 · filed 2026-05-15 · SEC filing
13F book
$3.5B
Positions
49
11 new · 5 sold
Largest name
20.6%
Abivax Sa
Est. mark
$273.9M
Price effect on 38 names still held. Flow $199.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Abivax Sa | — | 6.48M | $721.7M | 20.6% | −$152.3M | Cut−$237.4M |
| CG Oncology, Inc. | CGON | 3.67M | $248.4M | 7.1% | $96M | Held |
| Tango Therapeutics, Inc. | TNGX | 10.5M | $220.3M | 6.3% | $127M | Cut$107.2M |
| Cogent Biosciences, Inc. | COGT | 4.95M | $190.4M | 5.4% | $14.7M | Cut−$18M |
| Centessa Pharmaceuticals Plc | — | 4.29M | $170.3M | 4.9% | $63.1M | Held |
| Dianthus Therapeutics Inc | — | 1.68M | $140.7M | 4.0% | $71.6M | Held |
| Tyra Biosciences, Inc. | TYRA | 3.25M | $124.4M | 3.6% | $34.8M | Added$48.2M |
| Immunovant, Inc. | IMVT | 4.46M | $110.7M | 3.2% | −$963.3K | Added$68.5M |
| Biocryst Pharmaceuticals Inc | BCRX | 11M | $104.9M | 3.0% | — | New |
| Mirum Pharmaceuticals, Inc. | MIRM | 1.06M | $98.1M | 2.8% | $830.8K | Added$93.2M |
| Vor Biopharma Inc. | VOR | 5.67M | $96.5M | 2.8% | — | New |
| Spyre Therapeutics, Inc. | SYRE | 1.9M | $95.9M | 2.7% | $33.6M | Held |
| Amylyx Pharmaceuticals, Inc. | AMLX | 6.24M | $86.8M | 2.5% | $11.4M | Held |
| Disc Medicine, Inc. | IRON | 1.34M | $85.8M | 2.5% | — | New |
| Dyne Therapeutics, Inc. | DYN | 4.62M | $83.7M | 2.4% | −$6.6M | Held |
| Monte Rosa Therapeutics, Inc. | GLUE | 4.62M | $76M | 2.2% | $3.56M | Held |
| Savara Inc | SVRA | 12.4M | $67.5M | 1.9% | −$7.05M | Held |
| Revolution Medicines Inc | — | 576.5K | $56.1M | 1.6% | $7.68M | Added$21.3M |
| Kodiak Sciences Inc. | KOD | 1.45M | $55.1M | 1.6% | $14.7M | Held |
| Lb Pharmaceuticals Inc | LBRX | 1.84M | $45.3M | 1.3% | $4.11M | Added$6.44M |
| Surrozen Inc | — | 1.47M | $42.9M | 1.2% | — | New |
| Adc Therapeutics Sa | ADCT | 11.4M | $42.7M | 1.2% | $2.51M | Held |
| Relay Therapeutics, Inc. | RLAY | 4.27M | $42.5M | 1.2% | $4.8M | Added$15.3M |
| Fulcrum Therapeutics, Inc. | FULC | 5.25M | $40.3M | 1.2% | −$19.1M | Held |
| Biohaven Ltd. | BHVN | 4.63M | $39.2M | 1.1% | −$13.1M | Held |
| Century Therapeutics, Inc. | IPSC | 17.8M | $39M | 1.1% | — | New |
| Tectonic Therapeutic, Inc. | TECX | 1.2M | $37.2M | 1.1% | — | New |
| Perspective Therapeutics, Inc. | CATX | 7.92M | $33M | 0.9% | — | New |
| Xencor Inc | XNCR | 2.45M | $29.6M | 0.8% | −$7.97M | Held |
| Entrada Therapeutics, Inc. | TRDA | 2.29M | $28.9M | 0.8% | $4.89M | Added$7.4M |
| Alx Oncology Hldgs Inc | — | 13M | $26.1M | 0.7% | — | New |
| Arvinas, Inc. | ARVN | 2.39M | $25.3M | 0.7% | −$3.01M | Cut−$6.31M |
| Janux Therapeutics, Inc. | JANX | 1.79M | $24.9M | 0.7% | $179K | Held |
| Agomab Therapeutics Nv | AGMB | 2.05M | $21.5M | 0.6% | — | New |
| Alector, Inc. | ALEC | 10M | $21.5M | 0.6% | $5.9M | Held |
| MBX Biosciences, Inc. | MBX | 650K | $19.4M | 0.6% | −$1.1M | Held |
| Silence Therapeutics Plc | — | 3.03M | $16M | 0.5% | −$2.46M | Held |
| Liquidia Corp | LQDA | 403K | $15.2M | 0.4% | $1.31M | Cut−$43.8M |
| Ocular Therapeutix, Inc | OCUL | 1.65M | $14M | 0.4% | −$6.05M | Cut−$55.7M |
| Avalo Therapeutics, Inc. | AVTX | 738.4K | $11M | 0.3% | −$1.56M | Added$2.25M |
| UroGen Pharma Ltd. | URGN | 405.4K | $7.29M | 0.2% | −$2.21M | Cut−$9.51M |
| Monopar Therapeutics | MNPR | 132.1K | $7.24M | 0.2% | −$1.39M | Cut−$2.03M |
| Context Therapeutics Inc. | CNTX | 2.68M | $7.03M | 0.2% | — | New |
| Structure Therapeutics Inc. | GPCR | 140.4K | $6.77M | 0.2% | −$3M | Cut−$57.3M |
| Cullinan Therapeutics, Inc. | CGEM | 406.8K | $5.78M | 0.2% | — | New |
| Korro Bio, Inc. | KRRO | 416.3K | $4.71M | 0.1% | $1.38M | Held |
| Athira Pharma Inc | LONA | 464.4K | $4.67M | 0.1% | $1.32M | Held |
| Upstream Bio, Inc. | UPB | 181.1K | $1.63M | 0.0% | −$3.29M | Cut−$18.6M |
| Vistagen Therapeutics, Inc. | VTGN | 2.68M | $1.53M | 0.0% | −$242K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.