Holders — by stockHoldings — by fund
Patient Square Capital LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001819257
$645.5M
disclosed book value
23
positions
44%
largest position share
Positions, as of 2026-06-30
top 23 of 23 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ROIVROIVANT SCIENCES LTD | 8.0M | $283.9M | 44% |
| 2 | RVMDREVOLUTION MEDICINES INC | 276,000 | $51.7M | 8% |
| 3 | MIRMMIRUM PHARMACEUTICALS INC | 260,500 | $30.5M | 4.7% |
| 4 | ABVXABIVAX SA | 206,500 | $27.5M | 4.3% |
| 5 | ONCBEONE MEDICINES LTD | 90,020 | $25.7M | 4% |
| 6 | PHVSPHARVARIS N V | 671,209 | $23.2M | 3.6% |
| 7 | ARGXARGENX SE | 23,000 | $21.3M | 3.3% |
| 8 | UTHRUNITED THERAPEUTICS CORP DEL | 37,120 | $20.1M | 3.1% |
| 9 | BLTEBELITE BIO INC | 110,000 | $16.9M | 2.6% |
| 10 | COGTCOGENT BIOSCIENCES INC | 425,000 | $16.4M | 2.5% |
| 11 | DBVTDBV TECHNOLOGIES S A | 909,474 | $14.9M | 2.3% |
| 12 | XENEXENON PHARMACEUTICALS INC | 220,000 | $13.3M | 2.1% |
| 13 | BNTXBIONTECH SE | 134,429 | $12.5M | 1.9% |
| 14 | RCUSARCUS BIOSCIENCES INC | 355,800 | $11.0M | 1.7% |
| 15 | ELVNENLIVEN THERAPEUTICS INC | 212,500 | $10.8M | 1.7% |
| 16 | DNTHDIANTHUS THERAPEUTICS INC | 108,000 | $10.5M | 1.6% |
| 17 | ALLOALLOGENE THERAPEUTICS INC | 5.0M | $10.5M | 1.6% |
| 18 | EYPTEYEPOINT INC | 720,000 | $10.3M | 1.6% |
| 19 | ARQTARCUTIS BIOTHERAPEUTICS INC | 370,000 | $9.7M | 1.5% |
| 20 | CCCCC4 THERAPEUTICS INC | 1.6M | $7.5M | 1.2% |
| 21 | IVAINVENTIVA SA | 2.0M | $7.4M | 1.2% |
| 22 | KYMRKYMERA THERAPEUTICS INC | 47,500 | $5.4M | 0.8% |
| 23 | FTHFAETH THERAPEUTICS INC | 175,050 | $4.4M | 0.7% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.