Patient Square Capital Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$563.6M
Q ending 2026-03-31
Prior quarter
$467.1M
Q ending 2025-12-31
Change
+20.7% QoQ · +133.2% YoY
Positions
29
reported holdings
Largest positions
All 29 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 |
|---|---|---|---|---|
| Roivant Sciences Ltd | Shares | $226.2M | 8.2M | |
| Argenx Se | ARGX | Shares | $26.8M | 37K |
| Insmed Inc | INSM | Shares | $25.8M | 158K |
| Beone Medicines Ltd | ONC | Shares | $23.9M | 81K |
| Cogent Biosciences Inc | COGT | Shares | $22.9M | 596K |
| Mirum Pharmaceuticals Inc | MIRM | Shares | $21.2M | 230K |
| Belite Bio Inc | BLTE | Shares | $18.6M | 117K |
| Legend Biotech Corp | LEGN | Shares | $17.9M | 990K |
| Nektar Therapeutics | NKTR | Shares | $15.1M | 210K |
| Dbv Technologies S A | DBVT | Shares | $14.5M | 694K |
| Pharvaris N V | Shares | $13.9M | 493K | |
| Abivax Sa | ABVX | Shares | $13.5M | 121K |
| Xenon Pharmaceuticals Inc | XENE | Shares | $13.2M | 227K |
| Celcuity Inc | CELC | Shares | $10.8M | 95K |
| Eyepoint Inc | EYPT | Shares | $10.2M | 795K |
| Merck & Co Inc | MRK | Shares | $9.6M | 80K |
| Arcutis Biotherapeutics Inc | ARQT | Shares | $9.4M | 401K |
| Allogene Therapeutics Inc | ALLO | Shares | $8.4M | 3.5M |
| Kymera Therapeutics Inc | KYMR | Shares | $8.3M | 100K |
| Dianthus Therapeutics Inc | DNTH | Shares | $7.9M | 94K |
| Enliven Therapeutics Inc | ELVN | Shares | $7.8M | 200K |
| Perspective Therapeutics Inc | CATX | Shares | $6.8M | 1.6M |
| Definium Therapeutics Inc | DFTX | Shares | $6.3M | 331K |
| Harrow Inc | HROW | Shares | $5.8M | 165K |
| Protara Therapeutics Inc | TARA | Shares | $5.4M | 1.0M |
| Cytomx Therapeutics Inc. | CTMX | Shares | $5.1M | 1.1M |
| Arcus Biosciences Inc | RCUS | Shares | $4.2M | 195K |
| Assembly Biosciences Inc | ASMB | Shares | $3.8M | 136K |
| Spyre Therapeutics Inc | SYRE | Shares | $50K | 1K |
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.