Exome Asset Management LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Exome Asset Management LLC disclosed 45 US equity positions worth $169.9m in its Q1 2026 13F filing. The largest position was PRAX at 8.6% of the reported book, followed by COGT and ELVN.
What did Exome Asset Management LLC own in Q1 2026? Top 45 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 8.6% | $14.6m | 45,469 | – | |
| 2 | COGT COGENT BIOSCIENCES INC | Healthcare | 6.3% | $10.7m | 278,533 | – | |
| 3 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 5.1% | $8.6m | 220,091 | – | |
| 4 | IONS IONIS PHARMACEUTICALS INC | Healthcare | 4.9% | $8.3m | 110,064 | – | |
| 5 | GH GUARDANT HEALTH INC | Healthcare | 4.5% | $7.6m | 82,736 | – | |
| 6 | CYTK CYTOKINETICS INC | Healthcare | 4.0% | $6.8m | 103,718 | – | |
| 7 | LLY ELI LILLY & CO | Healthcare | 3.8% | $6.4m | 7,012 | – | |
| 8 | ALMS ALUMIS INC | Healthcare | 3.6% | $6.2m | 279,176 | – | |
| 9 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 2.9% | $5.0m | 67,492 | – | |
| 10 | VERA VERA THERAPEUTICS INC | Healthcare | 2.7% | $4.6m | 114,991 | – | |
| 11 | INSM INSMED INC | Healthcare | 2.6% | $4.4m | 26,651 | – | |
| 12 | ELV ELEVANCE HEALTH INC FORMERLY | Healthcare | 2.5% | $4.3m | 14,677 | – | |
| 13 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 2.5% | $4.2m | 125,060 | – | |
| 14 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 2.5% | $4.2m | 7,053 | – | |
| 15 | MLTX MOONLAKE IMMUNOTHERAPEUTICS | Healthcare | 2.4% | $4.0m | 215,376 | – | |
| 16 | NTRA NATERA INC | Healthcare | 2.2% | $3.7m | 18,650 | – | |
| 17 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 2.1% | $3.5m | 40,581 | – | |
| 18 | UNH UNITEDHEALTH GROUP INC | Healthcare | 2.0% | $3.5m | 12,862 | – | |
| 19 | APLSUSD APELLIS PHARMACEUTICALS INC | 2.0% | $3.4m | 85,517 | – | ||
| 20 | VSTM VERASTEM INC | Healthcare | 2.0% | $3.4m | 636,700 | – | |
| 21 | TXG 10X GENOMICS INC | Healthcare | 1.9% | $3.3m | 154,194 | – | |
| 22 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 1.8% | $3.0m | 48,347 | – | |
| 23 | ALKS ALKERMES PLC | Healthcare | 1.7% | $3.0m | 84,103 | – | |
| 24 | GLUE MONTE ROSA THERAPEUTICS INC | Healthcare | 1.7% | $3.0m | 179,484 | – | |
| 25 | ISRG INTUITIVE SURGICAL INC | Healthcare | 1.7% | $2.9m | 6,358 | – | |
| 26 | ADAG ADAGENE INC | 1.7% | $2.9m | 736,845 | – | ||
| 27 | ARWR ARROWHEAD PHARMACEUTICALS IN | Healthcare | 1.7% | $2.9m | 45,721 | – | |
| 28 | CBIO CRESCENT BIOPHARMA INC. | 1.7% | $2.8m | 153,191 | – | ||
| 29 | RLAY RELAY THERAPEUTICS INC | Healthcare | 1.6% | $2.8m | 278,302 | – | |
| 30 | MAZE MAZE THERAPEUTICS INC | Healthcare | 1.6% | $2.6m | 88,510 | – | |
| 31 | CTMX CYTOMX THERAPEUTICS INC. | Healthcare | 1.4% | $2.5m | 521,468 | – | |
| 32 | AVTX AVALO THERAPEUTICS INC | Healthcare | 1.4% | $2.4m | 159,341 | – | |
| 33 | GKOS GLAUKOS CORP | Healthcare | 1.3% | $2.2m | 20,874 | – | |
| 34 | CRBP CORBUS PHARMACEUTICALS HLDGS | Healthcare | 1.3% | $2.2m | 234,136 | – | |
| 35 | PEN PENUMBRA INC | Healthcare | 1.2% | $2.1m | 6,300 | – | |
| 36 | SLNOEUR SOLENO THERAPEUTICS INC | 1.2% | $2.1m | 61,673 | – | ||
| 37 | LQDA LIQUIDIA CORPORATION | Healthcare | 1.0% | $1.7m | 45,796 | – | |
| 38 | ZBIO ZENAS BIOPHARMA INC | 0.9% | $1.6m | 80,730 | – | ||
| 39 | NBP NOVABRIDGE BIOSCIENCES | Healthcare | 0.8% | $1.4m | 576,960 | – | |
| 40 | FDMT 4D MOLECULAR THERAPEUTICS IN | Healthcare | 0.7% | $1.2m | 130,564 | – | |
| 41 | NXTC NEXTCURE INC | 0.7% | $1.2m | 115,500 | – | ||
| 42 | PALI PALISADE BIO INC | Healthcare | 0.6% | $1.1m | 600,000 | – | |
| 43 | ESTA ESTABLISHMENT LABS HLDGS INC | Healthcare | 0.4% | $743.8k | 13,100 | – | |
| 44 | LPCN LIPOCINE INC NEW | 0.3% | $486.3k | 60,861 | – | ||
| 45 | ABUS ARBUTUS BIOPHARMA CORP | Healthcare | 0.2% | $339.7k | 75,484 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.