M28 Capital Management LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
M28 Capital Management LP disclosed 9 US equity positions worth $53.8m in its Q1 2026 13F filing. The largest position was WVE at 61.8% of the reported book, followed by IVVD and TGTX.
What did M28 Capital Management LP own in Q1 2026? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | WVE WAVE LIFE SCIENCES LTD | Healthcare | 61.8% | $33.3m | 4,588,284 | – | |
| 2 | IVVD INVIVYD INC | Healthcare | 22.3% | $12.0m | 9,248,250 | – | |
| 3 | TGTX TG THERAPEUTICS INC | Healthcare | 5.5% | $2.9m | 88,354 | – | |
| 4 | ARWR ARROWHEAD PHARMACEUTICALS IN | Healthcare | 4.3% | $2.3m | 36,851 | – | |
| 5 | PROQR THRAPEUTICS N V | 1.8% | $971.7k | 599,793 | – | ||
| 6 | GUTS FRACTYL HEALTH INC | 1.6% | $849.7k | 1,856,117 | – | ||
| 7 | RCKT ROCKET PHARMACEUTICALS INC | Healthcare | 1.4% | $754.9k | 210,871 | – | |
| 8 | SLN SILENCE THERAPEUTICS PLC | 1.0% | $533.3k | 101,203 | – | ||
| 9 | CRIS CURIS INC | 0.3% | $155.9k | 284,889 | – |
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.