ADAR1 Capital Management, LLC BEAM — BEAM THERAPEUTICS INC

Ownership history in ADAR1 Capital Management, LLC  ·  4 quarters on record

AI Ownership Summary

ADAR1 Capital Management, LLC reported BEAM THERAPEUTICS INC (BEAM) in 4 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 2.03% in 2026 Q1. The latest visible filing shows BEAM at 2.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BEAM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ADAR1 Capital Management, LLC's position in BEAM THERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BEAM was reported at 2.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.03% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BEAM stock page ADAR1 Capital Management, LLC fund profile ADAR1 Capital Management, LLC full holdings
How ADAR1 Capital Management, LLC held BEAM — position size vs. price
% of Fund (quarterly)    BEAM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,446,375 +1,408,063 +3675.3% 2.03% $34.5M 2026-05-18 $26.81
2024 Q4 REDUCED 12.7% -21.2% ✅ 38,312 -5,588 -12.7% 0.19% $950K 2025-02-13 $28.61
2024 Q3 REDUCED 39.7% +3.1% ❌ 43,900 -28,900 -39.7% 0.17% $1.1M 2024-11-14 $26.31
2024 Q2 INITIATED — — — 72,800 — — 0.32% $1.7M 2024-08-13 $24.34

🏢 Other funds also holding BEAM

As of 2026 Q1 — sorted by position size

ARCH Venture Management, LLC 3Y 7Y 15.98% Kynam Capital Management, LP 3Y 5.41% PEREGRINE INVESTMENT MANAGEMENT INC 4.87% Elmind Capital, LP 3.22% Casdin Capital, LLC 3Y 7Y 2.44% ARK Investment Management LLC 3Y 7Y 2.25% Redmile Group, LLC 3Y 7Y 1.95% FARALLON CAPITAL MANAGEMENT LLC 3Y 7Y 1.38% Ishara Investments LP 1.29% Amova Asset Management Americas, Inc. 3Y 7Y 1.29%

FAQ About ADAR1 Capital Management, LLC and BEAM

These are the practical questions this page is built to answer before you even open the full history table.

How long has ADAR1 Capital Management, LLC reported owning BEAM?

ADAR1 Capital Management, LLC reported BEAM across 4 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported BEAM position in ADAR1 Capital Management, LLC's portfolio?

The largest reported portfolio weight for BEAM was 2.03% in 2026 Q1.

What is the latest reported BEAM position on this page?

The most recent filing on this page is 2026 Q1, when ADAR1 Capital Management, LLC reported 1,446,375 shares, equal to 2.03% of portfolio, with an estimated market value of $34.5M.

What does the chart on this BEAM ownership page compare?

The chart compares ADAR1 Capital Management, LLC's quarterly BEAM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ADAR1 Capital Management, LLC time their BEAM position?

Based on 13F filing dates vs. subsequent BEAM price moves, ADAR1 Capital Management, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on BEAM relative to SPY over the holding period was +7.7%.

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