Jones Hill Capital LP
CIK 2102314
13F filing for Q2 2026・No. 4,049
- Holdings
- US$470.36M
- Quarter change
- +US$3.89M
- Entries
- 29
- Net bought (estimate)
- −US$35.75M
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 15
- Sold out 12
- Cut 9
- Added 5
- Corporate actions 0
- Unchanged 0
Largest holdings
29 stocks worth US$470.36M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| BMRNBIOMARIN PHARMACEUTICAL INCCOM | Added | 1,431,590 | US$81.92M | 17.42% |
| GILDGILEAD SCIENCES INCCOM | New | 343,043 | US$43.34M | 9.21% |
| ARCUTIS BIOTHERAPEUTICS INCCOM | New | 1,089,701 | US$28.57M | 6.07% |
| MDGLMADRIGAL PHARMACEUTICALS INCCOM | New | 52,545 | US$28.21M | 6.00% |
| BICARA THERAPEUTICS INCCOM | Cut | 892,621 | US$26.5M | 5.63% |
| RELMADA THERAPEUTICS INCCOM | Added | 3,655,075 | US$25.29M | 5.38% |
| TREVI THERAPEUTICS INCCOM | Added | 1,339,212 | US$24.98M | 5.31% |
| PHARVARIS N VCOM | Added | 677,879 | US$23.44M | 4.98% |
| XENEXENON PHARMACEUTICALS INCCOM | New | 367,900 | US$22.21M | 4.72% |
| ANI PHARMACEUTICALS INCCOM | Cut | 233,808 | US$19.35M | 4.11% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.