Ishara Investments LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Ishara Investments LP disclosed 37 US equity positions worth $85.9m in its Q4 2025 13F filing. The largest position was PRAX at 13.7% of the reported book, followed by XERS and BMRN.
What did Ishara Investments LP own in Q4 2025? Top 37 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 13.7% | $11.8m | 40,000 | – | |
| 2 | XERS XERIS BIOPHARMA HOLDINGS INC | Healthcare | 7.3% | $6.3m | 800,000 | – | |
| 3 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 6.9% | $5.9m | 100,000 | – | |
| 4 | AM6 AMICUS THERAPEUTICS INC | 6.0% | $5.1m | 360,000 | – | ||
| 5 | ACAD ACADIA PHARMACEUTICALS INC | Healthcare | 5.0% | $4.3m | 160,000 | – | |
| 6 | ANNX ANNEXON INC | Healthcare | 4.4% | $3.8m | 750,000 | – | |
| 7 | NUVB NUVATION BIO INC | Healthcare | 4.2% | $3.6m | 400,000 | – | |
| 8 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 3.2% | $2.8m | 36,000 | – | |
| 9 | PTCT PTC THERAPEUTICS INC | Healthcare | 3.2% | $2.7m | 36,000 | – | |
| 10 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 3.1% | $2.7m | 5,500 | – | |
| 11 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 2.7% | $2.3m | 300,000 | – | |
| 12 | PCVX VAXCYTE INC | Healthcare | 2.7% | $2.3m | 50,000 | – | |
| 13 | GMAB GENMAB A/S | Healthcare | 2.5% | $2.2m | 70,000 | – | |
| 14 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 2.4% | $2.1m | 100,000 | – | |
| 15 | VSTM VERASTEM INC | Healthcare | 2.4% | $2.1m | 270,000 | – | |
| 16 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 2.3% | $2.0m | 24,000 | – | |
| 17 | APOG APOGEE ENTERPRISES INC | Industrials | 2.2% | $1.9m | 25,000 | – | |
| 18 | ZNTL ZENTALIS PHARMACEUTICALS INC | Healthcare | 2.1% | $1.8m | 1,320,000 | – | |
| 19 | INSM INSMED INC | Healthcare | 2.0% | $1.7m | 10,000 | – | |
| 20 | SLN SILENCE THERAPEUTICS PLC | 1.7% | $1.5m | 240,000 | – | ||
| 21 | EWTX EDGEWISE THERAPEUTICS INC | 1.7% | $1.4m | 58,000 | – | ||
| 22 | BEAM BEAM THERAPEUTICS INC | Healthcare | 1.6% | $1.4m | 50,000 | – | |
| 23 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 1.5% | $1.3m | 160,000 | – | |
| 24 | APLSUSD APELLIS PHARMACEUTICALS INC | 1.5% | $1.3m | 50,000 | – | ||
| 25 | DNLI DENALI THERAPEUTICS INC | Healthcare | 1.3% | $1.2m | 70,000 | – | |
| 26 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 1.3% | $1.1m | 50,000 | – | |
| 27 | ASND ASCENDIS PHARMA A/S | Healthcare | 1.2% | $1.1m | 5,000 | – | |
| 28 | NEWAMSTERDAM PHARMA COMPANY | 1.2% | $1.1m | 30,000 | – | ||
| 29 | LXRX LEXICON PHARMACEUTICALS INC | Healthcare | 1.2% | $1.0m | 880,000 | – | |
| 30 | BHVN BIOHAVEN LTD | Healthcare | 1.2% | $993.5k | 88,000 | – | |
| 31 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 1.2% | $989.0k | 24,000 | – | |
| 32 | NKTR NEKTAR THERAPEUTICS | Healthcare | 1.0% | $845.6k | 20,000 | – | |
| 33 | IMTX IMMATICS N.V | Healthcare | 1.0% | $840.0k | 80,000 | – | |
| 34 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 1.0% | $816.6k | 30,000 | – | |
| 35 | IMVT IMMUNOVANT INC | Healthcare | 0.9% | $762.6k | 30,000 | – | |
| 36 | OLMA OLEMA PHARMACEUTICALS INC | Healthcare | 0.9% | $750.0k | 30,000 | – | |
| 37 | ARQT ARCUTIS BIOTHERAPEUTICS INC | Healthcare | 0.4% | $348.5k | 12,000 | – |
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.