Patient Square Capital LP
CIK 1819257
13F filing for Q2 2026・No. 3,356
- Holdings
- US$645.52M
- Quarter change
- +US$81.92M
- Entries
- 23
- Net bought (estimate)
- −US$4.96M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 12
- Cut 8
- Added 9
- Corporate actions 0
- Unchanged 0
Largest holdings
23 stocks worth US$645.52M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ROIVROIVANT SCIENCES LTDSHS | Cut | 8,020,928 | US$283.86M | 43.97% |
| RVMDREVOLUTION MEDICINES INCCOM | New | 276,000 | US$51.69M | 8.01% |
| MIRUM PHARMACEUTICALS INCCOM | Added | 260,500 | US$30.5M | 4.72% |
| ABIVAX SASPONSORED ADS | Added | 206,500 | US$27.52M | 4.26% |
| ONCBEONE MEDICINES LTDSPONSORED ADS | Added | 90,020 | US$25.65M | 3.97% |
| PHARVARIS N VCOM | Added | 671,209 | US$23.21M | 3.60% |
| ARGXARGENX SESPONSORED ADR | Cut | 23,000 | US$21.34M | 3.31% |
| UTHRUNITED THERAPEUTICS CORP DELCOM | New | 37,120 | US$20.11M | 3.12% |
| BLTEBELITE BIO INCSPONSORED ADS | Cut | 110,000 | US$16.94M | 2.62% |
| COGTCOGENT BIOSCIENCES INCCOM | Cut | 425,000 | US$16.45M | 2.55% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.