Holders — by stockHoldings — by fund
Trails Edge Capital Partners, 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 0002077247
$629.9M
disclosed book value
35
positions
7.8%
largest position share
Positions, as of 2026-06-30
top 35 of 35 · 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 | LBRXLB PHARMACEUTICALS INC | 1.5M | $49.4M | 7.8% |
| 2 | NRIXNURIX THERAPEUTICS INC | 1.6M | $38.2M | 6.1% |
| 3 | IMCRIMMUNOCORE HLDGS PLC | 1.1M | $33.8M | 5.4% |
| 4 | TRAXFIRST TRACKS BIOTHERAPEUTICS | 1.5M | $30.5M | 4.8% |
| 5 | FDMT4D MOLECULAR THERAPEUTICS IN | 2.2M | $29.6M | 4.7% |
| 6 | BMRNBIOMARIN PHARMACEUTICAL INC | 512,000 | $29.3M | 4.7% |
| 7 | DSGNDESIGN THERAPEUTICS INC | 2.0M | $29.0M | 4.6% |
| 8 | XENEXENON PHARMACEUTICALS INC | 440,000 | $26.6M | 4.2% |
| 9 | MIRMMIRUM PHARMACEUTICALS INC | 223,312 | $26.1M | 4.2% |
| 10 | INSMINSMED INC | 230,331 | $24.6M | 3.9% |
| 11 | CYTKCYTOKINETICS INC | 288,089 | $24.5M | 3.9% |
| 12 | SNDXSYNDAX PHARMACEUTICALS INC | 1.1M | $24.3M | 3.9% |
| 13 | NGNENEUROGENE INC | 714,885 | $22.5M | 3.6% |
| 14 | KLRAKAILERA THERAPEUTICS INC | 984,786 | $21.7M | 3.4% |
| 15 | RVMDREVOLUTION MEDICINES INC | 115,750 | $21.7M | 3.4% |
| 16 | IKTINHIBIKASE THERAPEUTICS INC | 9.1M | $18.4M | 2.9% |
| 17 | INCYINCYTE CORP | 155,000 | $17.6M | 2.8% |
| 18 | AVTXAVALO THERAPEUTICS INC | 891,881 | $16.5M | 2.6% |
| 19 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 750,000 | $14.6M | 2.3% |
| 20 | FTHFAETH THERAPEUTICS INC | 515,335 | $12.9M | 2% |
| 21 | XFORX4 PHARMACEUTICALS INC | 2.6M | $12.0M | 1.9% |
| 22 | IRDOPUS GENETICS INC | 2.7M | $11.3M | 1.8% |
| 23 | SLGLSOL-GEL TECHNOLOGIES LTD | 139,445 | $10.3M | 1.6% |
| 24 | AURAAURA BIOSCIENCES INC | 1.4M | $10.2M | 1.6% |
| 25 | IPSCCENTURY THERAPEUTICS INC | 4.1M | $10.1M | 1.6% |
| 26 | IVAINVENTIVA SA | 2.7M | $10.0M | 1.6% |
| 27 | CAMPCAMP4 THERAPEUTICS CORP | 1.9M | $8.4M | 1.3% |
| 28 | ALTALTIMMUNE INC | 2.7M | $8.1M | 1.3% |
| 29 | NERVMINERVA NEUROSCIENCES INC | 1.4M | $7.9M | 1.3% |
| 30 | PMNPROMIS NEUROSCIENCES INC | 557,103 | $7.3M | 1.2% |
| 31 | OKURONKURE THERAPEUTICS INC | 1.4M | $6.6M | 1% |
| 32 | FBRXFORTE BIOSCIENCES INC | 273,181 | $5.8M | 0.9% |
| 33 | RACCRESEARCH ALLIANCE CORP III | 500,000 | $5.3M | 0.8% |
| 34 | VTVTVTV THERAPEUTICS INC | 85,192 | $3.2M | 0.5% |
| 35 | IMAIMAGENEBIO INC | 282,004 | $1.7M | 0.3% |
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.