Jones Hill Capital LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Jones Hill Capital LP disclosed 29 US equity positions worth $470.4m in its Q2 2026 13F filing. The largest position was BMRN at 17.4% of the reported book, followed by GILD and ARQT. Against the Q1 2026 filing, it opened 15 new positions, added to 5 and reduced 9 among the top 29 holdings.
What did Jones Hill Capital LP own in Q2 2026? Top 29 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 17.4% | $81.9m | 1,431,590 | 13% | added |
| 2 | GILD GILEAD SCIENCES INC | Healthcare | 9.2% | $43.3m | 343,043 | – | new |
| 3 | ARQT ARCUTIS BIOTHERAPEUTICS INC | Healthcare | 6.1% | $28.6m | 1,089,701 | – | new |
| 4 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 6.0% | $28.2m | 52,545 | – | new |
| 5 | BCAX BICARA THERAPEUTICS INC | Healthcare | 5.6% | $26.5m | 892,621 | -29% | reduced |
| 6 | RLMD RELMADA THERAPEUTICS INC | Healthcare | 5.4% | $25.3m | 3,655,075 | 966% | added |
| 7 | TRVI TREVI THERAPEUTICS INC | Healthcare | 5.3% | $25.0m | 1,339,212 | 262% | added |
| 8 | PHVS PHARVARIS N V | Healthcare | 5.0% | $23.4m | 677,879 | 306% | added |
| 9 | XENE XENON PHARMACEUTICALS INC | Healthcare | 4.7% | $22.2m | 367,900 | – | new |
| 10 | ANIP ANI PHARMACEUTICALS INC | Healthcare | 4.1% | $19.4m | 233,808 | -27% | reduced |
| 11 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 3.5% | $16.3m | 512,856 | – | new |
| 12 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 3.4% | $16.1m | 894,058 | -44% | reduced |
| 13 | INSM INSMED INC | Healthcare | 2.8% | $13.0m | 122,375 | – | new |
| 14 | NUVALENT INC | 2.6% | $12.2m | 98,442 | -67% | reduced | |
| 15 | CAPR CAPRICOR THERAPEUTICS INC | Healthcare | 2.2% | $10.1m | 420,751 | -54% | reduced |
| 16 | ACRS ACLARIS THERAPEUTICS INC | Healthcare | 2.0% | $9.3m | 1,759,492 | – | new |
| 17 | IMUX IMMUNIC INC | 1.8% | $8.3m | 539,814 | – | new | |
| 18 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 1.7% | $8.1m | 747,313 | – | new |
| 19 | TNXP TONIX PHARMACEUTICALS HLDG C | 1.7% | $8.0m | 625,428 | 38% | added | |
| 20 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 1.6% | $7.4m | 340,000 | – | new |
| 21 | OLMA OLEMA PHARMACEUTICALS INC | Healthcare | 1.5% | $7.2m | 574,166 | – | new |
| 22 | VIR VIR BIOTECHNOLOGY INC | Healthcare | 1.4% | $6.7m | 659,213 | -45% | reduced |
| 23 | CRBP CORBUS PHARMACEUTICALS HLDGS | Healthcare | 1.3% | $6.1m | 653,572 | – | new |
| 24 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 1.2% | $5.6m | 57,100 | – | new |
| 25 | VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 1.2% | $5.5m | 11,123 | -90% | reduced |
| 26 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 0.5% | $2.5m | 49,850 | -92% | reduced |
| 27 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 0.5% | $2.2m | 40,567 | -60% | reduced |
| 28 | PHAT PHATHOM PHARMACEUTICALS INC | Healthcare | 0.4% | $1.8m | 161,486 | – | new |
| 29 | ACHV ACHIEVE LIFE SCIENCE INC | 0.0% | $174.7k | 26,760 | – | 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.