Patient Square Capital LP

Patient Square Capital LP reported 23 holdings worth US$646M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 12, 2026

Patient Square Capital LP reported 23 holdings worth US$646M as of Jun 30, 2026. Largest: Roivant Sciences Ltd., Revolution Medicines, Inc. and Mirum Pharmaceuticals, Inc. Filed Aug 12, 2026 (Form 13F).

Holdings
23
Value as reported
US$646M

The filing in full

CompanySharesValue as reported% of portfolio
Roivant Sciences Ltd.8.02MUS$284M44.0%
Revolution Medicines, Inc.276KUS$51.7M8.0%
Mirum Pharmaceuticals, Inc.261KUS$30.5M4.7%
Abivax Sa207KUS$27.5M4.3%
Beone Medicines Ltd. Class A90,020US$25.7M4.0%
Argenx Se23,000US$21.3M3.3%
United Therapeutics Corporation37,120US$20.1M3.1%
Cogent Biosciences, Inc.425KUS$16.4M2.5%
Dbv Technologies Sa909KUS$14.9M2.3%
Xenon Pharmaceuticals Inc.220KUS$13.3M2.1%
Arcus Biosciences, Inc.356KUS$11M1.7%
Enliven Therapeutics, Inc.213KUS$10.8M1.7%
Dianthus Therapeutics, Inc.108KUS$10.5M1.6%
Allogene Therapeutics, Inc.5.05MUS$10.5M1.6%
Eyepoint, Inc.720KUS$10.3M1.6%
Arcutis Biotherapeutics, Inc.370KUS$9.7M1.5%
C4 Therapeutics, Inc.1.61MUS$7.51M1.2%
Inventiva Sa1.97MUS$7.44M1.2%
Kymera Therapeutics, Inc.47,500US$5.45M0.84%
Sensei Biotherapeutics, Inc.175KUS$4.38M0.68%
Insmed Incorporated0US$00.00%
Merck & Company, Inc.0US$00.00%
Nektar Therapeutics0US$00.00%
Perspective Therapeutics, Inc.0US$00.00%
Protara Therapeutics, Inc.0US$00.00%
Spyre Therapeutics, Inc.0US$00.00%
Assembly Biosciences, Inc.0US$00.00%
Celcuity Inc.0US$00.00%
Cytomx Therapeutics, Inc.0US$00.00%
Definium Therapeutics, Inc.0US$00.00%
Harrow, Inc.0US$00.00%

Source

View original at SEC

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