Holdings
Montanova Capital, LLC
As of Jun 30, 2026, Montanova Capital, LLC reported 88 positions worth US$4.25B. Largest: Veradermics, Incorporated, Arcutis Biotherapeutics, Inc. and Palvella Therapeutics, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Veradermics, Incorporated | 4.17M | US$513M | no change | Jun 30, 2026 |
| Arcutis Biotherapeutics, Inc. | 12.4M | US$326M | +110K | Jun 30, 2026 |
| Palvella Therapeutics, Inc. | 1.14M | US$174M | −18,090 | Jun 30, 2026 |
| Arrivent Biopharma, Inc. | 4.52M | US$157M | +114K | Jun 30, 2026 |
| Benitec Biopharma Inc. | 11.5M | US$155M | no change | Jun 30, 2026 |
| Biohaven Ltd. | 10.3M | US$153M | no change | Jun 30, 2026 |
| Advanced Micro Devices Inc | 257K | US$149M | no change | Jun 30, 2026 |
| Arcus Biosciences, Inc. | 4.78M | US$147M | −255K | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 305K | US$145M | +5,920 | Jun 30, 2026 |
| Nvidia Corporation | 721K | US$144M | +146K | Jun 30, 2026 |