Fairmount Funds Management LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Fairmount Funds Management LLC disclosed 13 US equity positions worth $1.3bn in its Q4 2025 13F filing. The largest position was COGT at 24.3% of the reported book, followed by APGE and SYRE. Against the Q3 2025 filing, it opened 0 new positions, added to 5 and reduced 2 among the top 13 holdings.
What did Fairmount Funds Management LLC own in Q4 2025? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | COGT COGENT BIOSCIENCES INC | Healthcare | 24.3% | $319.8m | 9,003,418 | 0% | held |
| 2 | APGE APOGEE THERAPEUTICS INC | Healthcare | 11.8% | $154.6m | 2,048,647 | 0% | held |
| 3 | SYRE SPYRE THERAPEUTICS INC | 10.0% | $131.6m | 4,018,101 | 0% | held | |
| 4 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 9.3% | $121.8m | 3,914,458 | 13% | added |
| 5 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 8.5% | $112.3m | 3,705,262 | 0% | held |
| 6 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 6.7% | $88.1m | 2,137,191 | -35% | reduced |
| 7 | ZBIO ZENAS BIOPHARMA INC | 6.1% | $80.2m | 2,209,025 | 17% | added | |
| 8 | NUVALENT INC | 5.6% | $73.2m | 727,563 | 0% | held | |
| 9 | JBIO JADE BIOSCIENCES INC | 5.3% | $70.3m | 4,553,494 | 41% | added | |
| 10 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 4.4% | $57.2m | 3,711,444 | 0% | held |
| 11 | KINIKSA PHARMACEUTICALS INTL | 4.1% | $54.4m | 1,319,688 | -26% | reduced | |
| 12 | CBIO CRESCENT BIOPHARMA INC. | 2.5% | $32.6m | 2,747,866 | 98% | added | |
| 13 | IKT INHIBIKASE THERAPEUTICS INC | 1.3% | $17.7m | 8,625,000 | 41% | added |
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.