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CIK: 0001839948
Total reported value
$4.2B
$4.2B
43 檔
37.0%
According to the latest 13F quarterly dataset, TCG Crossover Management, LLC managed an equity portfolio of $4.2B at the end of Q4 2025, spanning 43 distinct U.S. exchange-listed positions.
In Q4 2025, TCG Crossover Management, LLC displayed an active expansion posture, initiating 8 new positions and adding to 9 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ABVX | Abivax Sa-adr | Stock-Other | 31.74% | -1.41% | — | |
| 2 | COGT | Cogent Biosciences Inc | Stock-Other | 6.90% | -0.93% | -13.68% | |
| 3 | CGON | Cg Oncology Inc | Stock-Other | 5.04% | -0.84% | — | |
| 4 | TNGX | Tango Therapeutics Inc | Stock-Other | 3.74% | +0.52% | +49.51% | |
| 5 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 3.55% | -4.87% | EXIT | |
| 6 | DYN | Dyne Therapeutics Inc | Stock-Other | 2.99% | +0.07% | — | |
| 7 | RAPT | Rapt Therapeutics Inc | Stock-Other | 2.89% | — | +57.82% | |
| 8 | TYRA | Tyra Biosciences Inc | Stock-Other | 2.52% | -1.07% | — | |
| 9 | AMLX | Amylyx Pharmaceuticals Inc | Stock-Other | 2.50% | +0.22% | — | |
| 10 | SVRA | Savara Inc | Stock-Other | 2.47% | -0.10% | — | |
| 11 | GLUE | Monte Rosa Therapeutics Inc | Stock-Other | 2.40% | +0.51% | — | |
| 12 | OCUL | Ocular Therapeutix Inc | Stock-Other | 2.31% | -0.01% | -6.16% | |
| 13 | DNTH | Dianthus Therapeutics Inc | Stock-Other | 2.29% | -0.10% | — | |
| 14 | EYPT | Eyepoint Inc | Stock-Other | 2.16% | — | — | |
| 15 | GPCR | Structure Therapeutics Inc | Stock-Other | 2.12% | -0.19% | EXIT | |
| 16 | SYRE | Spyre Therapeutics Inc | Stock-Other | 2.06% | +1.32% | +72.69% | |
| 17 | FULC | Fulcrum Therapeutics Inc | Stock-Other | 1.97% | -1.15% | EXIT | |
| 18 | LQDA | Liquidia CORP | Stock-Other | 1.95% | -0.44% | EXIT | |
| 19 | BHVN | Biohaven Ltd. | Stock-Other | 1.73% | -0.48% | — | |
| 20 | IMVT | Immunovant Inc | Stock-Other | 1.40% | +0.96% | — | |
| 21 | KOD | Kodiak Sciences Inc | Stock-Other | 1.34% | -0.23% | +26.19% | |
| 22 | ✓ | Adc Therapeutics SA | Stock-Other | 1.33% | -0.93% | +719.33% | |
| 23 | LBRX | Lb Pharmaceuticals Inc | Stock-Other | 1.29% | -0.17% | -0.00% | |
| 24 | XNCR | Xencor Inc | Stock-Other | 1.24% | +0.10% | — | |
| 25 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 1.15% | -0.07% | — | |
| 26 | AGIO | Agios Pharmaceuticals Inc | Stock-Other | 1.06% | — | -17.36% | |
| 27 | ARVN | Arvinas Inc | Stock-Other | 1.05% | -0.58% | +64.85% | |
| 28 | RLAY | Relay Therapeutics Inc | Stock-Other | 0.90% | +0.70% | +77.88% | |
| 29 | JANX | Janux Therapeutics Inc | Stock-Other | 0.82% | -0.05% | — | |
| 30 | TRDA | Entrada Therapeutics Inc | Stock-Other | 0.71% | -0.64% | +257.02% | |
| 31 | MBX | Mbx Biosciences Inc | Stock-Other | 0.68% | +0.30% | — | |
| 32 | UPB | Upstream Bio Inc | Stock-Other | 0.67% | -0.05% | EXIT | |
| 33 | SLN | Silence Therapeutics Plc-adr | Stock-Other | 0.61% | +0.34% | — | |
| 34 | URGN | UroGen Pharma Ltd. | Stock-Other | 0.56% | -0.21% | EXIT | |
| 35 | ALEC | Alector Inc | Stock-Other | 0.52% | -0.14% | — | |
| 36 | MNPR | Monopar Therapeutics Inc | Stock-Other | 0.31% | +0.24% | -7.25% | |
| 37 | AVTX | Avalo Therapeutics Inc | Stock-Other | 0.29% | +1.02% | — | |
| 38 | MAZE | Maze Therapeutics Inc | Stock-Other | 0.24% | — | — | |
| 39 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 0.16% | +0.18% | — | |
| 40 | LONA | Leonabio Inc | Stock-Other | 0.11% | -0.03% | — | |
| 41 | KRRO | Korro Bio Inc | Stock-Other | 0.11% | — | — | |
| 42 | VTYXUSD | Ventyx Biosciences Inc | Stock-Other | 0.09% | — | — | |
| 43 | VTGN | Vistagen Therapeutics Inc | Stock-Other | 0.06% | -0.04% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COGT | Cogent Biosciences Inc | +2.1% | -13.68% | Trim |
| 2 | ABVX | Abivax Sa-adr | +2% | — | Unchanged |
| 3 | SYRE | Spyre Therapeutics Inc | +1.2% | +72.69% | Add |
| 4 | ✓ | Adc Therapeutics SA | +1.1% | +719.33% | Add |
| 5 | RAPT | Rapt Therapeutics Inc | +0.8% | +57.82% | Add |
| 6 | GPCR | Structure Therapeutics Inc | +0.7% | -13.37% | Trim |
| 7 | TRDA | Entrada Therapeutics Inc | +0.5% | +257.02% | Add |
| 8 | TYRA | Tyra Biosciences Inc | +0.5% | — | Unchanged |
| 9 | RLAY | Relay Therapeutics Inc | +0.4% | +77.88% | Add |
| 10 | KOD | Kodiak Sciences Inc | +0.4% | +26.19% | Add |
| 11 | ARVN | Arvinas Inc | +0.4% | +64.85% | Add |
| 12 | SVRA | Savara Inc | +0.3% | — | Unchanged |
| 13 | TNGX | Tango Therapeutics Inc | +0.2% | +49.51% | Add |
| 14 | RVMD | Revolution Medicines Inc | +0.2% | — | Unchanged |
| 15 | DYN | Dyne Therapeutics Inc | +0.1% | — | Unchanged |
| 16 | MBX | Mbx Biosciences Inc | +0.1% | — | Unchanged |
| 17 | LQDA | Liquidia CORP | 0% | — | Unchanged |
| 18 | VTYXUSD | Ventyx Biosciences Inc | 0% | — | Unchanged |
| 19 | AVTX | Avalo Therapeutics Inc | 0% | — | Unchanged |
| 20 | LBRX | Lb Pharmaceuticals Inc | -0.1% | -0.00% | Trim |
| 21 | URGN | UroGen Pharma Ltd. | -0.1% | — | Unchanged |
| 22 | SLN | Silence Therapeutics Plc-adr | -0.2% | — | Unchanged |
| 23 | XNCR | Xencor Inc | -0.2% | — | Unchanged |
| 24 | 260 | Centessa Pharmaceuticals-adr | -0.2% | +36.67% | Add |
| 25 | MNPR | Monopar Therapeutics Inc | -0.3% | -7.25% | Trim |
| 26 | EYPT | Eyepoint Inc | -0.3% | — | Unchanged |
| 27 | VTGN | Vistagen Therapeutics Inc | -0.4% | — | Unchanged |
| 28 | FULC | Fulcrum Therapeutics Inc | -0.4% | — | Unchanged |
| 29 | KRRO | Korro Bio Inc | -0.9% | — | Unchanged |
| 30 | DNTH | Dianthus Therapeutics Inc | -1% | — | Unchanged |
| 31 | OCUL | Ocular Therapeutix Inc | -1.2% | -6.16% | Trim |
| 32 | UPB | Upstream Bio Inc | -1.3% | -64.86% | Trim |
| 33 | AMLX | Amylyx Pharmaceuticals Inc | -1.7% | — | Unchanged |
| 34 | AGIO | Agios Pharmaceuticals Inc | -1.8% | -17.36% | Trim |
| 35 | CGON | Cg Oncology Inc | -2.2% | — | Unchanged |
| 36 | GLUE | Monte Rosa Therapeutics Inc | — | NEW | New buy |
| 37 | TRML | Tourmaline Bio Inc | — | EXIT | Sold out |
| 38 | BHVN | Biohaven Ltd. | — | NEW | New buy |
| 39 | IMVT | Immunovant Inc | — | NEW | New buy |
| 40 | IRON | Disc Medicine Inc | — | EXIT | Sold out |
| 41 | JANX | Janux Therapeutics Inc | — | NEW | New buy |
| 42 | CATBUSD | Astria Therapeutics Inc | — | EXIT | Sold out |
| 43 | ALEC | Alector Inc | — | NEW | New buy |
| 44 | AVU0 | Adverum Biotechnologies Inc | — | EXIT | Sold out |
| 45 | MAZE | Maze Therapeutics Inc | — | NEW | New buy |
| 46 | PEPG | Pepgen Inc | — | EXIT | Sold out |
| 47 | MIRM | Mirum Pharmaceuticals Inc | — | NEW | New buy |
| 48 | LONA | Leonabio Inc | — | NEW | New buy |
According to official SEC Form 13F filings, TCG Crossover Management, LLC reported a total U.S. public equity portfolio value of $4.2B across 43 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including ABVX, COGT, CGON) accounted for 37.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
GLUE
市值: $72.5M
Top Position Liquidated / Trimmed
TRML
前期市值: $62.7M
During Q4 2025, TCG Crossover Management, LLC's top holdings by market value included ABVX (31.7%)、COGT (6.9%)、CGON (5.0%). The largest single position, ABVX, represented 31.7% of total portfolio value.
In Q4 2025, TCG Crossover Management, LLC made 29 total portfolio adjustments, initiating 8 new buys, adding to 9 positions, trimming 7 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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