Trails Edge Capital Partners, LP
Trails Edge Capital Partners, LP reported 35 holdings worth US$630M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Trails Edge Capital Partners, LP reported 35 holdings worth US$630M as of Jun 30, 2026. Largest: Lb Pharmaceuticals Inc, Nurix Therapeutics, Inc. and First Tracks Biotherapeutics, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 35
- Value as reported
- US$630M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Lb Pharmaceuticals Inc | 1.52M | US$49.4M | 7.8% |
| Nurix Therapeutics, Inc. | 1.57M | US$38.2M | 6.1% |
| First Tracks Biotherapeutics, Inc. | 1.51M | US$30.5M | 4.8% |
| 4d Molecular Therapeutics, Inc. | 2.23M | US$29.6M | 4.7% |
| Biomarin Pharmaceutical Inc. | 512K | US$29.3M | 4.7% |
| Design Therapeutics, Inc. | 2M | US$29M | 4.6% |
| Xenon Pharmaceuticals Inc. | 440K | US$26.6M | 4.2% |
| Mirum Pharmaceuticals, Inc. | 223K | US$26.1M | 4.2% |
| Insmed Incorporated | 230K | US$24.6M | 3.9% |
| Cytokinetics, Incorporated | 288K | US$24.5M | 3.9% |
| Syndax Pharmaceuticals, Inc. | 1.11M | US$24.3M | 3.9% |
| Neurogene Inc. | 715K | US$22.5M | 3.6% |
| Kailera Therapeutics, Inc. | 985K | US$21.7M | 3.4% |
| Revolution Medicines, Inc. | 116K | US$21.7M | 3.4% |
| Inhibikase Therapeutics, Inc. | 9.05M | US$18.4M | 2.9% |
| Incyte Corporation | 155K | US$17.6M | 2.8% |
| Avalo Therapeutics, Inc. | 892K | US$16.5M | 2.6% |
| Sensei Biotherapeutics, Inc. | 515K | US$12.9M | 2.0% |
| X4 Pharmaceuticals, Inc. | 2.57M | US$12M | 1.9% |
| Opus Genetics, Inc. | 2.74M | US$11.3M | 1.8% |
| Aura Biosciences, Inc. | 1.44M | US$10.2M | 1.6% |
| Century Therapeutics, Inc. | 4.13M | US$10.1M | 1.6% |
| Inventiva Sa | 2.66M | US$10M | 1.6% |
| Camp4 Therapeutics Corporation | 1.93M | US$8.45M | 1.3% |
| Altimmune, Inc. | 2.66M | US$8.09M | 1.3% |
| Minerva Neurosciences, Inc | 1.42M | US$7.88M | 1.3% |
| Promis Neurosciences Inc. | 557K | US$7.33M | 1.2% |
| Onkure Therapeutics, Inc. | 1.44M | US$6.56M | 1.0% |
| Forte Biosciences, Inc. | 273K | US$5.81M | 0.92% |
| Research Alliance Corporation Iii | 500K | US$5.35M | 0.85% |
| Vtv Therapeutics Inc. | 85,192 | US$3.21M | 0.51% |
| Imagenebio, Inc. | 282K | US$1.66M | 0.26% |
| Arcus Biosciences, Inc. | 0 | US$0 | 0.00% |
| Definium Therapeutics, Inc. | 0 | US$0 | 0.00% |
| Immunovant, Inc. | 0 | US$0 | 0.00% |
| Vaxcyte, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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