Position in VRDN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,807,250
+$2,508,972 QoQ
Shares Held
425,000
+73.1% QoQ
Ownership
0.375%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#51
of 215 holders
Holding Since
Jun 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRDN Over Time
Shares Held
Position Value (USD)
Derivatives in VRDN
reported options exposure · as of Dec 31, 2024CallValue
$3,356,667
CallShares
175,100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Biotechnology
Healthcare · as of Jun 30, 2026Ikarian Capital, LLC holds $559,861,982 across 103 Biotechnology names. VRDN ranks #23 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABVX |
Abivax S.A.
|
328,635 | $43,793,900 | |
| 2 | KOD |
Kodiak Sciences Inc.
|
1,059,730 | $41,287,080 | |
| 3 | ALMS |
Alumis Inc.
|
870,548 | $24,497,220 | |
| 4 | PRAX |
Praxis Precision Medicines, Inc.
|
72,842 | $24,386,773 | |
| 5 | PCVX |
Vaxcyte, Inc.
|
388,682 | $22,594,084 | |
| 6 | CLDX |
Celldex Therapeutics, Inc.
|
478,500 | $17,804,985 | |
| 7 | RCUS |
Arcus Biosciences, Inc.
|
504,559 | $15,555,553 | |
| 8 | RLMD |
Relmada Therapeutics, Inc.
|
2,148,359 | $14,866,644 |
All Filings in VRDN
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,807,250 | 425,000 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $5,298,278 | 245,518 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,569,887 | 469,949 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,671,912 | 494,949 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,356,667 | 175,100 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $9,008,922 | 469,949 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,550,000 | 200,000 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $11,374,476 | 499,977 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $36,284 | 2,789 | Put | Sole | 2024-08-14 | |
| 2024-06-30 | $13,010 | 1,000 | Call | Sole | 2024-08-14 | |
| 2024-03-31 | $3,132,539 | 178,900 | Put | Sole | 2024-05-17 | |
| 2022-06-30 | $3,471,000 | 300,000 | Call | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||