Jones Hill Capital LP 13F Holdings · Q2 2026
Jones Hill Capital LP reported 29 securities worth $470.36M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BMRN (17.42%), GILD (9.21%), ARQT (6.07%). Among its top 25 positions this quarter: 13 new, 5 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BMRN | BIOMARIN PHARMACEUTICAL INC | $81.9M | 17.42% | 1.4M | Added |
| 2 | GILD | GILEAD SCIENCES INC | $43.3M | 9.21% | 343,043 | New |
| 3 | ARQT | ARCUTIS BIOTHERAPEUTICS INC | $28.6M | 6.07% | 1.1M | New |
| 4 | MDGL | MADRIGAL PHARMACEUTICALS INC | $28.2M | 6.00% | 52,545 | New |
| 5 | BCAX | BICARA THERAPEUTICS INC | $26.5M | 5.63% | 892,621 | Trimmed |
| 6 | RLMD | RELMADA THERAPEUTICS INC | $25.3M | 5.38% | 3.7M | Added |
| 7 | TRVI | TREVI THERAPEUTICS INC | $25.0M | 5.31% | 1.3M | Added |
| 8 | PHVS | PHARVARIS N V | $23.4M | 4.98% | 677,879 | Added |
| 9 | XENE | XENON PHARMACEUTICALS INC | $22.2M | 4.72% | 367,900 | New |
| 10 | ANIP | ANI PHARMACEUTICALS INC | $19.4M | 4.11% | 233,808 | Trimmed |
| 11 | IMCR | IMMUNOCORE HLDGS PLC | $16.3M | 3.46% | 512,856 | New |
| 12 | AMLX | AMYLYX PHARMACEUTICALS INC | $16.1M | 3.41% | 894,058 | Trimmed |
| 13 | INSM | INSMED INC | $13.0M | 2.77% | 122,375 | New |
| 14 | NUVL | NUVALENT INC | $12.2M | 2.58% | 98,442 | Trimmed |
| 15 | CAPR | CAPRICOR THERAPEUTICS INC | $10.1M | 2.15% | 420,751 | Trimmed |
| 16 | ACRS | ACLARIS THERAPEUTICS INC | $9.3M | 1.98% | 1.8M | New |
| 17 | IMUX | IMMUNIC INC | $8.3M | 1.76% | 539,814 | New |
| 18 | ORIC | ORIC PHARMACEUTICALS INC | $8.1M | 1.72% | 747,313 | New |
| 19 | TNXP | TONIX PHARMACEUTICALS HLDG C | $8.0M | 1.70% | 625,428 | Added |
| 20 | SNDX | SYNDAX PHARMACEUTICALS INC | $7.4M | 1.58% | 340,000 | New |
| 21 | OLMA | OLEMA PHARMACEUTICALS INC | $7.2M | 1.53% | 574,166 | New |
| 22 | VIR | VIR BIOTECHNOLOGY INC | $6.7M | 1.43% | 659,213 | Trimmed |
| 23 | CRBP | CORBUS PHARMACEUTICALS HLDGS | $6.1M | 1.30% | 653,572 | New |
| 24 | DNTH | DIANTHUS THERAPEUTICS INC | $5.6M | 1.18% | 57,100 | New |
| 25 | VRTX | VERTEX PHARMACEUTICALS INC | $5.5M | 1.17% | 11,123 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR