Funds › Patient Square Capital LP
Patient Square Capital LP
13F for Q3 2026, filed Nov 10, 2026. 23 positions worth $626.7M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | ROIV Roivant Sciences Ltd. | 7.71M | $282.0M | 45.0% | -3.9% | 13F ↗ |
| 2 | RVMD Revolution Medicines, Inc. | 196,000 | $40.2M | 6.4% | -29.0% | 13F ↗ |
| 3 | UTHR United Therapeutics Corporation | 62,677 | $34.0M | 5.4% | +68.8% | 13F ↗ |
| 4 | ARGX argenx SE · ADR | 28,000 | $26.8M | 4.3% | +21.7% | 13F ↗ |
| 5 | PHVS Pharvaris N.V. | 808,644 | $25.7M | 4.1% | +20.5% | 13F ↗ |
| 6 | ABVX Abivax SA · ADR | 243,000 | $24.1M | 3.8% | +17.7% | 13F ↗ |
| 7 | BLTE Belite Bio, Inc | 131,700 | $22.4M | 3.6% | +19.7% | 13F ↗ |
| 8 | MIRM Mirum Pharmaceuticals, Inc. | 234,000 | $20.0M | 3.2% | -10.2% | 13F ↗ |
| 9 | ZLAB Zai Lab Limited · ADR | 591,510 | $15.6M | 2.5% | New | 13F ↗ |
| 10 | DFTX Definium Therapeutics, Inc. | 385,000 | $14.7M | 2.3% | New | 13F ↗ |
| 11 | CMPS COMPASS Pathways Plc · ADR | 1.06M | $13.1M | 2.1% | New | 13F ↗ |
| 12 | DBVT DBV Technologies S.A. · ADR | 1.11M | $13.0M | 2.1% | +21.6% | 13F ↗ |
| 13 | ONC BeOne Medicines Ltd. · ADR | 33,500 | $12.3M | 2.0% | -62.8% | 13F ↗ |
| 14 | COGT Cogent Biosciences, Inc. | 361,927 | $11.6M | 1.8% | -14.8% | 13F ↗ |
| 15 | RCUS Arcus Biosciences, Inc. | 410,000 | $10.6M | 1.7% | +15.2% | 13F ↗ |
| 16 | BNTX BioNTech SE · ADR | 105,421 | $10.4M | 1.7% | -21.6% | 13F ↗ |
| 17 | ELVN Enliven Therapeutics, Inc. | 212,500 | $9.7M | 1.6% | Unchanged | 13F ↗ |
| 18 | PCVX Vaxcyte, Inc. | 166,000 | $9.4M | 1.5% | New | 13F ↗ |
| 19 | KYMR Kymera Therapeutics, Inc. | 84,000 | $9.4M | 1.5% | +76.8% | 13F ↗ |
| 20 | ALLO Allogene Therapeutics, Inc. | 4.55M | $7.3M | 1.2% | -9.9% | 13F ↗ |
| 21 | ZNTL Zentalis Pharmaceuticals, Inc. | 2.01M | $5.6M | 0.9% | New | 13F ↗ |
| 22 | IVA Inventiva S.A. · ADR | 1.22M | $4.5M | 0.7% | -37.9% | 13F ↗ |
| 23 | HROW Harrow, Inc. | 145,000 | $4.5M | 0.7% | New | 13F ↗ |
Changes since Q2 2026
6 new, 8 added to, 8 trimmed, 6 exited, 1 unchanged. By estimated dollars.
New positions (6)
Added to (8)
| UTHR United Therapeutics Corporation | 62,677 | +68.8% | $13.8M |
| ARGX argenx SE · ADR | 28,000 | +21.7% | $4.8M |
| PHVS Pharvaris N.V. | 808,644 | +20.5% | $4.4M |
| KYMR Kymera Therapeutics, Inc. | 84,000 | +76.8% | $4.1M |
| BLTE Belite Bio, Inc | 131,700 | +19.7% | $3.7M |
| ABVX Abivax SA · ADR | 243,000 | +17.7% | $3.6M |
| DBVT DBV Technologies S.A. · ADR | 1.11M | +21.6% | $2.3M |
| RCUS Arcus Biosciences, Inc. | 410,000 | +15.2% | $1.4M |
Trimmed (8)
| ONC BeOne Medicines Ltd. · ADR | 33,500 | -62.8% | -$20.7M |
| RVMD Revolution Medicines, Inc. | 196,000 | -29.0% | -$16.4M |
| ROIV Roivant Sciences Ltd. | 7.71M | -3.9% | -$11.3M |
| BNTX BioNTech SE · ADR | 105,421 | -21.6% | -$2.9M |
| IVA Inventiva S.A. · ADR | 1.22M | -37.9% | -$2.8M |
| MIRM Mirum Pharmaceuticals, Inc. | 234,000 | -10.2% | -$2.3M |
| COGT Cogent Biosciences, Inc. | 361,927 | -14.8% | -$2.0M |
| ALLO Allogene Therapeutics, Inc. | 4.55M | -9.9% | -$800.0K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 10, 2026 | 13F-HR | 23 | $626.7M | Current | SEC ↗ |
| Q2 2026 | Aug 12, 2026 | 13F-HR | 23 | $645.5M | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 29 | $563.6M | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 28 | $467.1M | Current | SEC ↗ |
| Q3 2025 | Nov 10, 2025 | 13F-HR | 24 | $373.9M | Current | SEC ↗ |
| Q2 2025 | Aug 11, 2025 | 13F-HR | 19 | $277.4M | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 19 | $241.7M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer