RP Management, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), RP Management, LLC reported 4 stock positions worth $178.8 million. Its top holding was Biohaven (BHVN) at 57.0% of the portfolio, followed by Cytokinetics (CYTK, 29.7%) and Biocryst Pharmaceuticals (BCRX, 13.3%). Compared with Q1 2024, it opened 1 new position. The biggest buy was a new position in Cytokinetics (CYTK).

Most Recent 13F
Q2 2025
Location
New York, NY
CIK
0001507673
Portfolio Value
$178.8M (Q2 2024)
SEC Filing
0001507673-24-000013 ↗ filed Aug 13, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $180.1M Q1 2024 Q2 2024: $178.8M $178.8M Q2 2024 Q3 2024: $227.7M Q3 2024 Q4 2024: $227.7M Q4 2024 Q1 2025: $138.8M Q1 2025 Q2 2025: $0 Q2 2025

Holdings 4 stocks · $178.8M
BHVN Biohaven Ltd. 57.00% 2,936,507 $101.9M No change
CYTK Cytokinetics Inc. 29.71% 980,392 $53.1M New
BCRX Biocryst Pharmaceuticals Inc. 13.29% 3,846,154 $23.8M No change
VIRX Viracta Therapeutics Inc. 0.00% 3,700 $2K No change

Portfolio Sells Q1 2024 → Q2 2024
None this quarter.

Portfolio Buys Q1 2024 → Q2 2024
CYTK Cytokinetics Inc. New 29.71% +29.71

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2025 0$0
Q1 2025 4$138.8MBHVN, CYTK, BCRX, VIRX
Q4 2024 4$227.7MBHVN, CYTK, BCRX, VIRX
Q3 2024 4$227.7MBHVN, CYTK, BCRX, VIRX
Q2 2024 4$178.8MBHVN, CYTK, BCRX, VIRX
Q1 2024 3$180.1MBHVN, BCRX, VIRX