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Octagon Capital Advisors LP

Location
NEW YORK, NY
Portfolio Value
Small $903,609,411
Diversification
Diversified
Filing Date
Global Rank
#1,870 / 8,588 ▲ 268
Top Industry
Biotechnology 96.3%
3Y Alpha vs SPY
-10.6%
Period ended 3 months ago
Filed May 15, 2026 · 34d
22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+34.2%
SPY
+76.8%
Annualised alpha
-10.6%
Max drawdown
−55.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

29 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
18.1%
+4.5 pts
Top 5
48.4%
−1.7 pts
Top 10
68.6%
−4.5 pts
HHI
726
Jun 2023 → Mar 2026 · range 603 – 2,009
Diversified−2

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Healthcare 100.0% $903,609,411

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
6 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
9 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
8 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
3 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
29 positions · $903,609,411 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History