M28 Capital Management Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$53.8M
Q ending 2026-03-31
Prior quarter
$137.6M
Q ending 2025-12-31
Change
-60.9% QoQ · -26.3% YoY
Positions
9
reported holdings
Largest positions
All 9 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Wave Life Sciences Ltd | Shares | $33.3M | 4.6M | |
| Invivyd Inc | IVVD | Shares | $12.0M | 9.2M |
| Tg Therapeutics Inc | TGTX | Shares | $2.9M | 88K |
| Arrowhead Pharmaceuticals In | ARWR | Shares | $2.3M | 37K |
| Proqr Thrapeutics N V | Shares | $972K | 600K | |
| Fractyl Health Inc | GUTS | Shares | $850K | 1.9M |
| Rocket Pharmaceuticals Inc | RCKT | Shares | $755K | 211K |
| Silence Therapeutics Plc | SLN | Shares | $533K | 101K |
| Curis Inc | CRISEUR | Shares | $156K | 285K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.