Fairmount Funds Management LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Fairmount Funds Management LLC disclosed 17 US equity positions worth $771.9m in its Q2 2025 13F filing. The largest position was APGE at 11.5% of the reported book, followed by AXSM and ELVN. Against the Q1 2025 filing, it opened 3 new positions, added to 3 and reduced 0 among the top 17 holdings.
What did Fairmount Funds Management LLC own in Q2 2025? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | APGE APOGEE THERAPEUTICS INC | Healthcare | 11.5% | $89.0m | 2,048,647 | 0% | held |
| 2 | AXSM AXSOME THERAPEUTICS INC | Healthcare | 11.0% | $85.1m | 815,176 | 0% | held |
| 3 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 9.6% | $74.5m | 3,711,444 | 16% | added |
| 4 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 8.4% | $64.6m | 1,824,031 | 33% | added |
| 5 | SYRE SPYRE THERAPEUTICS INC | 7.8% | $60.2m | 4,018,101 | 0% | held | |
| 6 | NUVALENT INC | 7.2% | $55.5m | 727,563 | 0% | held | |
| 7 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 6.5% | $50.4m | 2,707,191 | 0% | held |
| 8 | KINIKSA PHARMACEUTICALS INTL | 6.4% | $49.1m | 1,772,839 | 61% | added | |
| 9 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 6.3% | $48.4m | 3,459,913 | 0% | held |
| 10 | COGT COGENT BIOSCIENCES INC | Healthcare | 5.8% | $44.7m | 6,225,641 | 0% | held |
| 11 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 4.9% | $37.8m | 3,371,922 | 0% | held |
| 12 | JBIO JADE BIOSCIENCES INC | 4.2% | $32.2m | 3,220,368 | – | new | |
| 13 | CBIO CRESCENT BIOPHARMA INC. | 2.9% | $22.4m | 1,387,866 | – | new | |
| 14 | CATBUSD ASTRIA THERAPEUTICS INC | 2.5% | $19.1m | 3,554,129 | 0% | held | |
| 15 | ZBIO ZENAS BIOPHARMA INC | 2.4% | $18.3m | 1,892,806 | 0% | held | |
| 16 | IKT INHIBIKASE THERAPEUTICS INC | 1.5% | $11.9m | 6,125,000 | 0% | held | |
| 17 | CTMX CYTOMX THERAPEUTICS INC | Healthcare | 1.1% | $8.8m | 3,896,582 | – | new |
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.