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RP Management, LLC
Top 10 holdings weight100.00%
Top 25 holdings weight100.00%
Positions above 1%3
Effective number of positions2.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
New positions0
Increased0
Decreased0
Closed0
Portfolio value
$138.8M
Positions
4
As of
March 31, 2025 Data as of Q1 2025
Sector breakdown
Full portfolio 4 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| BHVN | $70,593,628 | 50.84% | 2,936,507 | $-76,143,627 | |||
| CYTK | $39,401,954 | 28.38% | 980,392 | $-12,362,744 | |||
| BCRX | $28,846,155 | 20.78% | 3,846,154 | $-384,615 | |||
| VIRX | $74 | 0.00% | 3,700 | $-777 | |||
| No matches | |||||||
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| BHVN | Price move only | +0 | -$76.1M |
| CYTK | Price move only | +0 | -$12.4M |
| BCRX | Price move only | +0 | -$385K |
1 position hidden — reported move looks larger than the position itself (data completeness check)