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Ishara Investments 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 2111609

$136.1M

disclosed book value

41

positions

7.6%

largest position share

Positions, as of 2026-06-30

top 41 of 41 · 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

#IssuerSharesValue% of book
1ACADACADIA PHARMACEUTICALS INC410,000$10.4M7.6%
2XERSXERIS BIOPHARMA HOLDINGS INC1.2M$9.7M7.2%
3BMRNBIOMARIN PHARMACEUTICAL INC143,500$8.2M6%
4PRAXPRAXIS PRECISION MEDICINES I22,550$7.5M5.5%
5RAREULTRAGENYX PHARMACEUTICAL IN205,000$6.8M5%
6AGIOAGIOS PHARMACEUTICALS INC164,000$6.1M4.5%
7INSMINSMED INC51,250$5.5M4%
8CRNXCRINETICS PHARMACEUTICALS IN143,500$5.4M3.9%
9ZNTLZENTALIS PHARMACEUTICALS INC1.0M$5.0M3.7%
10PCVXVAXCYTE INC82,000$4.8M3.5%
11ANNXANNEXON INC820,000$4.7M3.4%
12TVTXTRAVERE THERAPEUTICS INC82,000$4.7M3.4%
13TNXPTONIX PHARMACEUTICALS HLDG C338,250$4.3M3.2%
14BBIOBRIDGEBIO PHARMA INC57,400$4.3M3.1%
15AXSMAXSOME THERAPEUTICS INC.16,400$4.0M2.9%
16CTNMCONTINEUM THERAPEUTICS INC205,000$3.4M2.5%
17LXRXLEXICON PHARMACEUTICALS INC1.3M$3.1M2.2%
18KURAKURA ONCOLOGY INC276,750$3.0M2.2%
19DBVTDBV TECHNOLOGIES S A184,500$3.0M2.2%
20GMABGENMAB A/S102,500$2.8M2.1%
21CYTKCYTOKINETICS INC32,800$2.8M2.1%
22MLYSMINERALYS THERAPEUTICS INC102,500$2.8M2%
23SLNSILENCE THERAPEUTICS PLC55,350$2.4M1.8%
24NUVBNUVATION BIO INC369,000$2.1M1.5%
25WAVE LIFE SCIENCES LTD328,000$1.9M1.4%
26NKTRNEKTAR THERAPEUTICS26,650$1.9M1.4%
27SRRKSCHOLAR ROCK HLDG CORP30,750$1.7M1.2%
28ELVNENLIVEN THERAPEUTICS INC32,800$1.7M1.2%
29ALNYALNYLAM PHARMACEUTICALS INC5,125$1.5M1.1%
30BEAMBEAM THERAPEUTICS INC41,000$1.4M1%
31SIONSIONNA THERAPEUTICS INC123,000$1.4M1%
32ORICORIC PHARMACEUTICALS INC123,000$1.3M1%
33NEWAMSTERDAM PHARMA COMPANY36,900$1.3M0.9%
34VRTXVERTEX PHARMACEUTICALS INC2,460$1.2M0.9%
35SPRYARS PHARMACEUTICALS INC143,490$1.1M0.8%
36MNPRMONOPAR THERAPEUTICS INC12,300$1.1M0.8%
37ERASERASCA INC41,000$751,1200.6%
38VERAVERA THERAPEUTICS INC10,250$439,8280.3%
39IMMATICS N.V30,750$311,4980.2%
40MREOMEREO BIOPHARMA GROUP PLC768,750$244,2320.2%
41GOSSGOSSAMER BIO INC820,000$134,9720.1%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.