Fairmount Funds Management LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Fairmount Funds Management LLC disclosed 17 US equity positions worth $1.0bn in its Q4 2024 13F filing. The largest position was AXSM at 12.4% of the reported book, followed by NUVALENT INC and SYRE. Against the Q3 2024 filing, it opened 3 new positions, added to 1 and reduced 3 among the top 17 holdings.
What did Fairmount Funds Management LLC own in Q4 2024? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | AXSM AXSOME THERAPEUTICS INC | Healthcare | 12.4% | $124.3m | 1,468,983 | -38% | reduced |
| 2 | NUVALENT INC | 10.3% | $103.1m | 1,317,664 | -22% | reduced | |
| 3 | SYRE SPYRE THERAPEUTICS INC | 9.3% | $93.5m | 4,018,101 | 0% | held | |
| 4 | APGE APOGEE THERAPEUTICS INC | Healthcare | 9.2% | $92.8m | 2,048,647 | 0% | held |
| 5 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 8.4% | $84.8m | 1,962,953 | – | new |
| 6 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 7.2% | $72.1m | 3,202,798 | 0% | held |
| 7 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 6.6% | $66.1m | 3,445,813 | 0% | held |
| 8 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 6.5% | $65.4m | 3,371,922 | 5% | added |
| 9 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 5.9% | $58.9m | 2,700,691 | 0% | held |
| 10 | COGT COGENT BIOSCIENCES INC | Healthcare | 4.8% | $48.6m | 6,225,641 | 0% | held |
| 11 | KINIKSA PHARMACEUTICALS INTL | 4.3% | $43.4m | 2,194,341 | -32% | reduced | |
| 12 | DAWNGBX DAY ONE BIOPHARMACEUTICALS INC | 3.9% | $39.3m | 3,103,448 | 0% | held | |
| 13 | CATBUSD ASTRIA THERAPEUTICS INC | 3.2% | $31.8m | 3,554,129 | 0% | held | |
| 14 | ANAB ANAPTYSBIO INC | Healthcare | 2.4% | $24.1m | 1,816,466 | – | new |
| 15 | BCAX BICARA THERAPEUTICS INC | 2.2% | $22.4m | 1,284,169 | 0% | held | |
| 16 | IKT INHIBIKASE THERAPEUTICS INC | 2.0% | $19.9m | 6,125,000 | – | new | |
| 17 | ZBIO ZENAS BIOPHARMA INC | 1.5% | $15.5m | 1,892,806 | 0% | held |
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.