Jones Hill Capital LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Jones Hill Capital LP disclosed 26 US equity positions worth $466.5m in its Q1 2026 13F filing. The largest position was BMRN at 15.4% of the reported book, followed by VRTX and PCVX.
What did Jones Hill Capital LP own in Q1 2026? Top 26 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 15.4% | $71.7m | 1,268,390 | – | |
| 2 | VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 10.4% | $48.5m | 108,603 | – | |
| 3 | PCVX VAXCYTE INC | Healthcare | 8.0% | $37.5m | 644,831 | – | |
| 4 | NUVALENT INC | 6.6% | $30.8m | 300,830 | – | ||
| 5 | CAPR CAPRICOR THERAPEUTICS INC | Healthcare | 5.9% | $27.6m | 909,207 | – | |
| 6 | 430 TERNS PHARMACEUTICALS INC | 5.9% | $27.5m | 521,237 | – | ||
| 7 | BCAX BICARA THERAPEUTICS INC | Healthcare | 5.4% | $25.1m | 1,260,136 | – | |
| 8 | ANIP ANI PHARMACEUTICALS INC | Healthcare | 5.3% | $24.5m | 318,591 | – | |
| 9 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 5.2% | $24.4m | 1,165,557 | – | |
| 10 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 5.0% | $23.2m | 593,040 | – | |
| 11 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 4.8% | $22.2m | 1,598,794 | – | |
| 12 | ARGX ARGENX SE | Healthcare | 4.1% | $19.0m | 25,995 | – | |
| 13 | FULC FULCRUM THERAPEUTICS INC | Healthcare | 2.9% | $13.6m | 1,771,926 | – | |
| 14 | VIR VIR BIOTECHNOLOGY INC | Healthcare | 2.3% | $10.7m | 1,198,213 | – | |
| 15 | NUVB NUVATION BIO INC | Healthcare | 2.2% | $10.2m | 2,383,031 | – | |
| 16 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 1.5% | $6.9m | 140,843 | – | |
| 17 | CTNM CONTINEUM THERAPEUTICS INC | 1.4% | $6.7m | 513,053 | – | ||
| 18 | MANE VERADERMICS INC | Healthcare | 1.4% | $6.4m | 100,843 | – | |
| 19 | TNXP TONIX PHARMACEUTICALS HLDG C | 1.3% | $6.2m | 452,116 | – | ||
| 20 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 1.0% | $4.8m | 100,593 | – | |
| 21 | TRDA ENTRADA THERAPEUTICS INC | 1.0% | $4.7m | 374,010 | – | ||
| 22 | PHVS PHARVARIS N V | Healthcare | 1.0% | $4.7m | 167,014 | – | |
| 23 | TRVI TREVI THERAPEUTICS INC | Healthcare | 0.9% | $4.4m | 370,175 | – | |
| 24 | RLMD RELMADA THERAPEUTICS INC | Healthcare | 0.5% | $2.4m | 342,752 | – | |
| 25 | SLN SILENCE THERAPEUTICS PLC | 0.3% | $1.6m | 301,604 | – | ||
| 26 | AVBP ARRIVENT BIOPHARMA INC | Healthcare | 0.2% | $1.1m | 45,809 | – |
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.