Holders — by stockHoldings — by fund
Jones Hill 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 2102314
$470.4M
disclosed book value
29
positions
17.4%
largest position share
Positions, as of 2026-06-30
top 29 of 29 · 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 | BMRNBIOMARIN PHARMACEUTICAL INC | 1.4M | $81.9M | 17.4% |
| 2 | GILDGILEAD SCIENCES INC | 343,043 | $43.3M | 9.2% |
| 3 | ARQTARCUTIS BIOTHERAPEUTICS INC | 1.1M | $28.6M | 6.1% |
| 4 | MDGLMADRIGAL PHARMACEUTICALS INC | 52,545 | $28.2M | 6% |
| 5 | BCAXBICARA THERAPEUTICS INC | 892,621 | $26.5M | 5.6% |
| 6 | RLMDRELMADA THERAPEUTICS INC | 3.7M | $25.3M | 5.4% |
| 7 | TRVITREVI THERAPEUTICS INC | 1.3M | $25.0M | 5.3% |
| 8 | PHARVARIS N V | 677,879 | $23.4M | 5% |
| 9 | XENEXENON PHARMACEUTICALS INC | 367,900 | $22.2M | 4.7% |
| 10 | ANIPANI PHARMACEUTICALS INC | 233,808 | $19.4M | 4.1% |
| 11 | IMCRIMMUNOCORE HLDGS PLC | 512,856 | $16.3M | 3.5% |
| 12 | AMLXAMYLYX PHARMACEUTICALS INC | 894,058 | $16.1M | 3.4% |
| 13 | INSMINSMED INC | 122,375 | $13.0M | 2.8% |
| 14 | NUVALENT INC | 98,442 | $12.2M | 2.6% |
| 15 | CAPRCAPRICOR THERAPEUTICS INC | 420,751 | $10.1M | 2.2% |
| 16 | ACRSACLARIS THERAPEUTICS INC | 1.8M | $9.3M | 2% |
| 17 | IMUXIMMUNIC INC | 539,814 | $8.3M | 1.8% |
| 18 | ORICORIC PHARMACEUTICALS INC | 747,313 | $8.1M | 1.7% |
| 19 | TNXPTONIX PHARMACEUTICALS HLDG C | 625,428 | $8.0M | 1.7% |
| 20 | SNDXSYNDAX PHARMACEUTICALS INC | 340,000 | $7.4M | 1.6% |
| 21 | OLMAOLEMA PHARMACEUTICALS INC | 574,166 | $7.2M | 1.5% |
| 22 | VIRVIR BIOTECHNOLOGY INC | 659,213 | $6.7M | 1.4% |
| 23 | CRBPCORBUS PHARMACEUTICALS HLDGS | 653,572 | $6.1M | 1.3% |
| 24 | DNTHDIANTHUS THERAPEUTICS INC | 57,100 | $5.6M | 1.2% |
| 25 | VRTXVERTEX PHARMACEUTICALS INC | 11,123 | $5.5M | 1.2% |
| 26 | ELVNENLIVEN THERAPEUTICS INC | 49,850 | $2.5M | 0.5% |
| 27 | GPCRSTRUCTURE THERAPEUTICS INC | 40,567 | $2.2M | 0.5% |
| 28 | PHATPHATHOM PHARMACEUTICALS INC | 161,486 | $1.8M | 0.4% |
| 29 | ACHVACHIEVE LIFE SCIENCE INC | 26,760 | $174,743 | 0% |
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.