Fairmount Funds Management LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Fairmount Funds Management LLC disclosed 15 US equity positions worth $644.6m in its Q1 2025 13F filing. The largest position was AXSM at 14.7% of the reported book, followed by APGE and SYRE. Against the Q4 2024 filing, it opened 0 new positions, added to 0 and reduced 5 among the top 15 holdings.
What did Fairmount Funds Management LLC own in Q1 2025? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | AXSM AXSOME THERAPEUTICS INC | Healthcare | 14.7% | $95.1m | 815,176 | -45% | reduced |
| 2 | APGE APOGEE THERAPEUTICS INC | Healthcare | 11.9% | $76.5m | 2,048,647 | 0% | held |
| 3 | SYRE SPYRE THERAPEUTICS INC | 10.1% | $64.8m | 4,018,101 | 0% | held | |
| 4 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 9.8% | $63.0m | 3,202,798 | 0% | held |
| 5 | NUVALENT INC | 8.0% | $51.6m | 727,563 | -45% | reduced | |
| 6 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 7.6% | $49.0m | 2,700,691 | 0% | held |
| 7 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 7.2% | $46.4m | 3,445,813 | 0% | held |
| 8 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 6.9% | $44.2m | 1,374,031 | -30% | reduced |
| 9 | COGT COGENT BIOSCIENCES INC | Healthcare | 5.8% | $37.3m | 6,225,641 | 0% | held |
| 10 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 5.4% | $34.6m | 3,371,922 | 0% | held |
| 11 | KINIKSA PHARMACEUTICALS INTL | 3.8% | $24.5m | 1,102,248 | -50% | reduced | |
| 12 | CATBUSD ASTRIA THERAPEUTICS INC | 2.9% | $19.0m | 3,554,129 | 0% | held | |
| 13 | ZBIO ZENAS BIOPHARMA INC | 2.3% | $15.0m | 1,892,806 | 0% | held | |
| 14 | IKT INHIBIKASE THERAPEUTICS INC | 2.1% | $13.4m | 6,125,000 | 0% | held | |
| 15 | BCAX BICARA THERAPEUTICS INC | 1.6% | $10.2m | 784,170 | -39% | reduced |
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.