Ownership history in ADAR1 Capital Management, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which ADAR1 Capital Management, LLC reported a position in ACUMEN PHARMACEUTICALS INC (ABOS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π ADAR1 Capital Management, LLC outperformed the S&P 500 by +22.9% annually on this ABOS position. Timing score: 50% (2/4 decisions correct). Average cost basis: $1.21. Maximum drawdown during holding period: β36.0%.
π₯ Exceptional β beat the S&P 500 by 22.9% per year on this position.
4 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $1.10 (2025 Q1) Β· Worst: $1.72 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.14% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size