Institutions / Patient Square Capital LP

Patient Square Capital LP

CIK 1819257 · Institution · as of Dec 31, 2025
Portfolio value
$467.13M
Positions
28
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 28 →
CompanyClassValueShares% of portfolio
Roivant Sciences Ltd.$177.20M8,166,04737.9%
Insmed Inc$46.47M267,0009.9%
Mirum Pharmaceuticals, Inc.$23.59M298,6825.1%
Argenx SE$21.86M26,0004.7%
BeOne Medicines Ltd.ONCADR$21.06M69,3124.5%
Abivax SA$17.53M130,0003.8%
Pharvaris N.V.$15.06M542,6963.2%
EyePoint, Inc.$14.25M780,0003.1%
Terns Pharmaceuticals, Inc.$12.93M320,0002.8%
Celcuity Inc.CELCCommon Stock$11.97M120,0002.6%
Cogent Biosciences, Inc.$11.27M317,3722.4%
Kymera Therapeutics, Inc.$10.82M139,0002.3%
Liquidia CorpLQDACommon Stock$7.83M227,0001.7%
Dbv Technologies S.A.DBVTADR$6.88M359,0501.5%
Allogene Therapeutics, Inc.$6.80M4,963,7561.5%
Dianthus Therapeutics, Inc.$6.18M150,0001.3%
Xenon Pharmaceuticals Inc.$6.12M136,5001.3%
Arcutis Biotherapeutics, Inc.$6.10M210,0001.3%
Ocular Therapeutix, Inc$5.95M490,0001.3%
Disc Medicine, Inc.IRONCommon Stock$5.88M74,0001.3%
Avalo Therapeutics, Inc.$5.67M311,9661.2%
Spyre Therapeutics, Inc.$4.91M150,0001.1%
Enliven Therapeutics, Inc.ELVNCommon Stock$4.75M308,1411.0%
Assembly Biosciences, Inc.ASMBCommon Stock$4.32M127,0000.9%
Amylyx Pharmaceuticals, Inc.$4.23M350,0000.9%

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.