Seedy19 13F Tracker

13F tracking one stop shop

[Seedy19 13F Tracker @seedytx19]

Vestal Point Q1 ‘26
❌ Closed (22):
$ABT, $ACLX, $ALEC, $AXSM, $BDTX, $BRD1, $DAWN, $DBVT, $DXCM, $FATE, $GILD, $GPCR, $JAZZ, $LENZ, $LNTH, $MIRM, $MRK, $PEN, $RZLT, $STRO, $UPB, $ZYME

[Seedy19 13F Tracker @seedytx19]

Vestal Point Q1 ‘26
🆕New(37):
$ABSI, $APRE, $ARVN, $AZN, $AVR, $BSX, $CADL, $COGT, $CYTK, $DMRA, $DRUG, $GEHC, $INSP, $MDGL, $MNPR, $NBIX, $NKTR, $PALI, $PODD, $PTGX, $QURE, $REGN, $SGP, $SLNO, $SNY, $SRZN, $TARS, $TRVI, $URGN, $UTHR, $VCYT, $VKTX, $WAT, $WGS, $WST, $ZBIO, $ZURA

[Seedy19 13F Tracker @seedytx19]

Vestal Point Q1 ‘26
➖ Unchanged (7):
$CBIO, $IMTX, $LXEO, $MGNX, $PASG, $TECX, $TENX
📉 Decreased (14):
$ABVX, $ALC, $ANRO, $ELVN, $GERN, $GMED, $IRON, $KALV, $NVCR, $NYXH, $OLMA, $SLDB, $TERN, $TYRA

[Seedy19 13F Tracker @seedytx19]

Velan Capital Q1 2026
❌ Closed (9):
$CDTX, $LNTH, $PYXS, $RAPT, $TERN, $TRVI, $TRVI (call), $VTYX, $XLO

[Seedy19 13F Tracker @seedytx19]

Velan Capital Q1 2026
🆕 New (12):
$ARTV, $AVR, $KLRS, $KPTI, $LYEL, $MGNX, $NSPH, $NMRA, $QNRX, $RCKT, $XLO, $XNCR
📈 Increased (12):
$ABVX, $CRBP, $CTMX, $DTIL, $EDSA, $ESPR, $IMMX, $PMVP, $REPL, $STRO, $TENX, $VRDN

[Seedy19 13F Tracker @seedytx19]

Velan Capital Q1 2026
Unchanged (18):
$ARWR, $CNTX, $DSGN, $EPRX, $GOSS, $HRTX, $IMNM, $JSPR, $LRMR, $NRIX, $OVID, $PRAX, $PROF, $PRQR, $PTGX, $RZLT, $TARA, $VRCA
📉 Decreased (7):
$AVTX, $EVMN, $NSPR, $KZIA, $MLYS, $MPLT, $SNDX

[Seedy19 13F Tracker @seedytx19]

VR Adviser Q1 2026
📉 Decreased (6):
$CTMX, $ELVN, $ERAS, $KALV, $ORIC, $SEPN
❌ Closed (2):
$CASI, $UPB

[Seedy19 13F Tracker @seedytx19]

VR Adviser Q1 2026
🆕 New (8):
$ANL, $ANRO, $DMRA, $IPSC, $KRRO, $RLMD, $TENX, $XFOR
📈 Increased (5):
$DNTH, $MAZE, $OCUL, $VOR, $ZURA
➖ Unchanged (14):
$APGE, $ARTV, $CBIO, $CGEM, $COGT, $DYN, $ENGN, $HELP, $JBIO, $ORKA, $SRZN, $SVRA, $SYRE, $VRDN

[Seedy19 13F Tracker @seedytx19]

TCG Crossover Management Q1 2026 ❌ Closed (5):
$AGIO, $EYPT, $MAZE, $RAPT, $VTYX

[Seedy19 13F Tracker @seedytx19]

TCG Crossover Management Q1 2026
🆕 New (11):
$AGMB, $ALXO, $BCRX, $CATX, $CGEM, $CNTX, $IPSC, $IRON, $SRZN, $TECX, $VOR
📈 Increased (8):
$AVTX, $IMVT, $LBRX, $MIRM, $RLAY, $RVMD, $TRDA, $TYRA

[Seedy19 13F Tracker @seedytx19]

TCG Crossover Management Q1 2026 ➖ Unchanged (20):
$ADCT, $ALEC, $AMLX, $BHVN, $CGON, $CNTA, $DNTH, $DYN, $FULC, $GLUE, $JANX, $KOD, $KRRO, $LONA, $MBX, $SLN, $SVRA, $SYRE, $VTGN, $XNCR
📉 Decreased (10):
$ABVX, $ARVN, $COGT, $GPCR, $LQDA, $MNPR, $OCUL, $TNGX, $UPB, $URGN

[Seedy19 13F Tracker @seedytx19]

Suvretta Capital Q1 2026
📉 Decreased (7):
$APLS, $BSX, $DHR, $ERAS, $JNJ, $RCUS, $UNH

❌ Closed (11):
$ARKG (put), $BIIB, $CRL, $HIMS (put), $INSM, $MRNA, $QURE, $RARE, $RCKT, $TNGX, $UTHR

[Seedy19 13F Tracker @seedytx19]

Suvretta Capital Q1 2026
🆕 New (5):
$AVR, $CRNX, $MANE, $MSLE, $SNSE
📈 Increased (14):
$ABT, $ARQT, $AVBP, $CAPR, $EW, $EYPT, $GLUE, $ISRG, $LEGN, $MDT, $PVLA, $REPL, $WAT, $ZURA

[Seedy19 13F Tracker @seedytx19]

Suvretta Capital Q1 2026
➖ Unchanged (33):
$ABEO, $A, $AURA, $BHVN, $BNTC, $CMPX, $COR, $CTNM, $DXCM, $FULC, $HCA, $IFRX, $IMTX, $IONS, $IQV, $KALV, $KURA, $LXEO, $MCK, $MDLN, $MLYS, $MOLN, $MTD, $NTRA, $PROK, $RMD, $SRPT, $STE, $SYK, $TMO, $VRDN, $WHWK, $ZBH

[Seedy19 13F Tracker @seedytx19]

Ally Bridge Group Q1 2026
📉 Decreased (4):
$ABVX, $EWTX, $IVA, $REPL (call)
❌ Closed (5):
$ATAI, $CMPS (call), $EWTX (put), $TSHA, $TSHA (call)

[Seedy19 13F Tracker @seedytx19]

Ally Bridge Group Q1 2026
🆕 New (14):
$ALMS, $ANTX, $CAPR, $CATX, $CMPS, $CMPX (call), $CTMX, $IKT, $KPTI (call), $MAZE (call), $RLMD, $SLNO (put), $TARS, $URGN
📈 Increased (7):
$EPRX, $OVID, $PMN, $PRAX, $QURE (call), $SLDB, $SLNO
➖ Unchanged (2):
$NERV, $WHWK

[Seedy19 13F Tracker @seedytx19]

Stonepine Q1 2026 New:
❌ Closed (17):
$ACAD, $CRSP (call), $DAWN, $DCTH, $ENTA, $FENC, $GERN, $GOSS, $INDV, $KPRX, $MIST, $NKTR (call), $RARE (call), $SMLR, $SPRB, $TNYA, $XLO

[Seedy19 13F Tracker @seedytx19]

Stonepine Capital Management Q1 2026
🆕 New (35):
$ACAD (call), $ADMA (call), $ARDX (call), $ARVN, $BCAB, $CADL, $CNTB, $CTMX, $CTMX (call), $DCTH (call), $EOLS (call), $ESTA, $ESTA (call), $HRTX (call), $IRD, $KLRS, $MNKD (call), $MSLE, $NMRA, $NMRA (call), $OKUR, $OKYO, $PHAT

[Seedy19 13F Tracker @seedytx19]

Stonepine Q1 2026 New:
➖ Unchanged (6):
$ACET, $ADMA, $JANX, $NKTR, $RADX
📉 Decreased (25):
$ABEO (call), $AYTU, $BOLD, $CABA, $CBIO, $CGEN, $CRBP, $EDSA, $ELDN, $EVAX, $HELP, $IKT, $KZIA, $MNKD, $OABI, $OVID, $PLRX, $PMVP, $QNRX, $SRZN, $VRCA, $XFOR, $XOMA, $ZNTL, $ZVRA