Institutions / Fairmount Funds Management LLC
Fairmount Funds Management LLC
CIK 1802528 · Institutionalso an insider · as of Dec 31, 2025
Portfolio value
$1.31B
Positions
13
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Cogent Biosciences, Inc. | $319.80M | 24.3% |
| Apogee Therapeutics, Inc. | $154.63M | 11.8% |
| Spyre Therapeutics, Inc. | $131.63M | 10.0% |
| Viridian Therapeutics, Inc. | $121.82M | 9.3% |
| Oruka Therapeutics, Inc. | $112.31M | 8.5% |
| Dianthus Therapeutics, Inc. | $88.07M | 6.7% |
| Zenas BioPharma, Inc.ZBIO | $80.21M | 6.1% |
| Nuvalent, Inc. | $73.19M | 5.6% |
| Jade Biosciences, Inc. | $70.26M | 5.3% |
| Enliven Therapeutics, Inc.ELVN | $57.16M | 4.4% |
| Kiniksa Pharmaceuticals International, plc | $54.44M | 4.1% |
| Crescent Biopharma, Inc. | $32.59M | 2.5% |
| Inhibikase Therapeutics, Inc. | $17.68M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.
Insider transactions
Also files Forms 3 / 4 / 5
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Mar 31, 2026 | Sell | COGT Cogent Biosciences, Inc. Common Stock | $242.62M | -7.0M -55.98% | 5,503,418 3.17% of shares | high |
| Jan 22, 2026 | Sell | APGE Apogee Therapeutics, Inc. Common Stock | $133.53M | -1.8M -85.42% | 298,647 0.39% of shares | high |
| Jan 22, 2026 | Sell | COGT Cogent Biosciences, Inc. Common Stock | $127.40M | -3.5M -38.87% | 5,503,418 3.17% of shares | high |
| Feb 9, 2026 | Exercise | DMRA Galecto, Inc. Common Stock | $0 | +2.9M | 2,904,000 4.70% of shares | low |
| Feb 9, 2026 | Exercise | DMRA Galecto, Inc. Common Stock | $0 | +5.8M | 5,809,000 9.41% of shares | low |
| Jun 2, 2026 | Grant | CBIO Crescent Biopharma, Inc. Stock Option (Right to Buy) | — | +11K | 11,050 0.03% of shares | low |
| Mar 23, 2026 | Grant | DMRA Galecto, Inc. Stock Option (right to buy) | — | +37K | 37,313 0.06% of shares | low |
| Feb 9, 2026 | Exercise | DMRA Galecto, Inc. Series C Preferred Stock | — | -3K -83.50% | 574 <0.01% of shares | low |
| Feb 9, 2026 | Exercise | DMRA Galecto, Inc. Series C Preferred Stock | — | -6K -83.50% | 1,148 <0.01% of shares | low |
| Mar 31, 2026 | Other | COGT Cogent Biosciences, Inc. Series A Convertible Preferred Stock | — | -28K -41.53% | 39,414 0.02% of shares | low |