Fairmount Funds Management LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Fairmount Funds Management LLC disclosed 12 US equity positions worth $1.5bn in its Q2 2026 13F filing. The largest position was ORKA at 23.3% of the reported book, followed by DNTH and DMRA. Against the Q1 2026 filing, it opened 1 new position, added to 1 and reduced 0 among the top 12 holdings.
What did Fairmount Funds Management LLC own in Q2 2026? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 23.3% | $352.6m | 3,705,262 | 0% | held |
| 2 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 16.3% | $247.3m | 2,537,191 | 0% | held |
| 3 | DMRA DAMORA THERAPEUTICS INC | Healthcare | 15.0% | $226.6m | 8,713,000 | 0% | held |
| 4 | COGT COGENT BIOSCIENCES INC | Healthcare | 14.1% | $213.0m | 5,503,418 | 0% | held |
| 5 | JBIO JADE BIOSCIENCES INC | Healthcare | 6.7% | $101.2m | 4,553,494 | 0% | held |
| 6 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 6.2% | $94.2m | 1,855,644 | 0% | held |
| 7 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 6.2% | $93.5m | 5,090,928 | 30% | added |
| 8 | ZBIO ZENAS BIOPHARMA INC | 4.0% | $59.9m | 2,359,025 | 0% | held | |
| 9 | CBIO CRESCENT BIOPHARMA INC. | 3.3% | $49.5m | 2,747,866 | 0% | held | |
| 10 | APGE APOGEE THERAPEUTICS INC | Healthcare | 2.6% | $39.6m | 298,647 | 0% | held |
| 11 | FTH FAETH THERAPEUTICS INC | 1.2% | $18.1m | 722,020 | – | new | |
| 12 | IKT INHIBIKASE THERAPEUTICS INC | 1.2% | $17.5m | 8,625,000 | 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.