Patient Square Capital LP 13F Holdings · Q2 2026
Patient Square Capital LP reported 23 securities worth $645.52M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ROIV (43.97%), RVMD (8.01%), MIRM (4.72%). Among its top 25 positions this quarter: 6 new, 9 added, 8 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ROIV | ROIVANT SCIENCES LTD | $283.9M | 43.97% | 8.0M | Trimmed |
| 2 | RVMD | REVOLUTION MEDICINES INC | $51.7M | 8.01% | 276,000 | New |
| 3 | MIRM | MIRUM PHARMACEUTICALS INC | $30.5M | 4.72% | 260,500 | Added |
| 4 | ABVX | ABIVAX SA | $27.5M | 4.26% | 206,500 | Added |
| 5 | ONC | BEONE MEDICINES LTD | $25.7M | 3.97% | 90,020 | Added |
| 6 | PHVS | PHARVARIS N V | $23.2M | 3.60% | 671,209 | Added |
| 7 | ARGX | ARGENX SE | $21.3M | 3.31% | 23,000 | Trimmed |
| 8 | UTHR | UNITED THERAPEUTICS CORP DEL | $20.1M | 3.12% | 37,120 | New |
| 9 | BLTE | BELITE BIO INC | $16.9M | 2.62% | 110,000 | Trimmed |
| 10 | COGT | COGENT BIOSCIENCES INC | $16.4M | 2.55% | 425,000 | Trimmed |
| 11 | DBVT | DBV TECHNOLOGIES S A | $14.9M | 2.31% | 909,474 | Added |
| 12 | XENE | XENON PHARMACEUTICALS INC | $13.3M | 2.06% | 220,000 | Trimmed |
| 13 | BNTX | BIONTECH SE | $12.5M | 1.94% | 134,429 | New |
| 14 | RCUS | ARCUS BIOSCIENCES INC | $11.0M | 1.70% | 355,800 | Added |
| 15 | ELVN | ENLIVEN THERAPEUTICS INC | $10.8M | 1.67% | 212,500 | Added |
| 16 | ALLO | ALLOGENE THERAPEUTICS INC | $10.5M | 1.63% | 5.0M | Added |
| 17 | DNTH | DIANTHUS THERAPEUTICS INC | $10.5M | 1.63% | 108,000 | Added |
| 18 | EYPT | EYEPOINT INC | $10.3M | 1.59% | 720,000 | Trimmed |
| 19 | ARQT | ARCUTIS BIOTHERAPEUTICS INC | $9.7M | 1.50% | 370,000 | Trimmed |
| 20 | CCCC | C4 THERAPEUTICS INC | $7.5M | 1.16% | 1.6M | New |
| 21 | IVA | INVENTIVA SA | $7.4M | 1.15% | 2.0M | New |
| 22 | KYMR | KYMERA THERAPEUTICS INC | $5.4M | 0.84% | 47,500 | Trimmed |
| 23 | FTH | FAETH THERAPEUTICS INC | $4.4M | 0.68% | 175,050 | New |
| 24 | ASMB | ASSEMBLY BIOSCIENCES INC | $0 | 0.00% | 0 | Exited |
| 25 | CATX | PERSPECTIVE THERAPEUTICS INC | $0 | 0.00% | 0 | Exited |
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