RP Management, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 3, 2025), RP Management, LLC reported 4 stock positions worth $227.7 million. Its top holding was Biohaven (BHVN) at 64.4% of the portfolio, followed by Cytokinetics (CYTK, 22.7%) and Biocryst Pharmaceuticals (BCRX, 12.8%). Its holdings were unchanged from Q3 2024.

Most Recent 13F
Q2 2025
Location
New York, NY
CIK
0001507673
Portfolio Value
$227.7M (Q4 2024)
SEC Filing
0001507673-25-000003 ↗ filed Feb 3, 2025

Holdings Value

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

Holdings 4 stocks · $227.7M
BHVN Biohaven Ltd. 64.43% 2,936,507 $146.7M No change
CYTK Cytokinetics Inc. 22.73% 980,392 $51.8M No change
BCRX Biocryst Pharmaceuticals Inc. 12.84% 3,846,154 $29.2M No change
VIRX Viracta Therapeutics Inc. 0.00% 3,700 $851 No change

Portfolio Sells Q3 2024 → Q4 2024
None this quarter.

Portfolio Buys Q3 2024 → Q4 2024
None this quarter.

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