M28 Capital Management LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
M28 Capital Management LP disclosed 9 US equity positions worth $47.2m in its Q2 2026 13F filing. The largest position was WVE at 56.5% of the reported book, followed by IVVD and TGTX. Against the Q1 2026 filing, it opened 0 new positions, added to 0 and reduced 0 among the top 9 holdings.
What did M28 Capital Management LP own in Q2 2026? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | WVE WAVE LIFE SCIENCES LTD | Healthcare | 56.5% | $26.7m | 4,588,284 | 0% | held |
| 2 | IVVD INVIVYD INC | Healthcare | 17.1% | $8.1m | 9,248,250 | 0% | held |
| 3 | TGTX TG THERAPEUTICS INC | Healthcare | 10.3% | $4.9m | 88,354 | 0% | held |
| 4 | ARWR ARROWHEAD PHARMACEUTICALS IN | Healthcare | 6.4% | $3.0m | 36,851 | 0% | held |
| 5 | GUTS FRACTYL HEALTH INC | 3.1% | $1.5m | 1,856,117 | 0% | held | |
| 6 | PROQR THRAPEUTICS N V | 2.4% | $1.1m | 599,793 | 0% | held | |
| 7 | SLN SILENCE THERAPEUTICS PLC | 2.4% | $1.1m | 101,203 | 0% | held | |
| 8 | RCKT ROCKET PHARMACEUTICALS INC | Healthcare | 1.5% | $721.2k | 210,871 | 0% | held |
| 9 | CRIS CURIS INC | 0.3% | $148.7k | 284,889 | 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.