Funds › Trails Edge Capital Partners, LP
Trails Edge Capital Partners, LP
13F for Q2 2026, filed Aug 14, 2026. 35 positions worth $629.9M.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, Q2 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 | LBRX LB Pharmaceuticals Inc | 1.52M | $49.4M | 7.8% | +15.4% | 13F ↗ |
| 2 | NRIX Nurix Therapeutics, Inc. | 1.57M | $38.2M | 6.1% | -9.8% | 13F ↗ |
| 3 | IMCR Immunocore Holdings plc · ADR | 1.06M | $33.8M | 5.4% | +55.8% | 13F ↗ |
| 4 | TRAX First Tracks Biotherapeutics, Inc. · Ord Shs *A* | 1.51M | $30.5M | 4.8% | New | 13F ↗ |
| 5 | FDMT 4D Molecular Therapeutics, Inc. | 2.23M | $29.6M | 4.7% | +71.0% | 13F ↗ |
| 6 | BMRN BioMarin Pharmaceutical Inc. | 512,000 | $29.3M | 4.7% | New | 13F ↗ |
| 7 | DSGN Design Therapeutics, Inc. | 2.00M | $29.0M | 4.6% | +135% | 13F ↗ |
| 8 | XENE Xenon Pharmaceuticals Inc. | 440,000 | $26.6M | 4.2% | Unchanged | 13F ↗ |
| 9 | MIRM Mirum Pharmaceuticals, Inc. | 223,312 | $26.1M | 4.2% | -33.0% | 13F ↗ |
| 10 | INSM Insmed Incorporated · Com Par $.01 | 230,331 | $24.6M | 3.9% | New | 13F ↗ |
| 11 | CYTK Cytokinetics, Incorporated | 288,089 | $24.5M | 3.9% | -4.0% | 13F ↗ |
| 12 | SNDX Syndax Pharmaceuticals, Inc. | 1.11M | $24.3M | 3.9% | +58.2% | 13F ↗ |
| 13 | NGNE Neurogene Inc. | 714,885 | $22.5M | 3.6% | -8.7% | 13F ↗ |
| 14 | KLRA Kailera Therapeutics, Inc. | 984,786 | $21.7M | 3.4% | New | 13F ↗ |
| 15 | RVMD Revolution Medicines, Inc. | 115,750 | $21.7M | 3.4% | -52.8% | 13F ↗ |
| 16 | IKT Inhibikase Therapeutics, Inc. | 9.05M | $18.4M | 2.9% | +12.3% | 13F ↗ |
| 17 | INCY Incyte Corporation | 155,000 | $17.6M | 2.8% | New | 13F ↗ |
| 18 | AVTX Avalo Therapeutics, Inc. | 891,881 | $16.5M | 2.6% | New | 13F ↗ |
| 19 | MLTX MoonLake Immunotherapeutics | 750,000 | $14.6M | 2.3% | New | 13F ↗ |
| 20 | FTH Faeth Therapeutics, Inc. | 515,335 | $12.9M | 2.0% | +312% | 13F ↗ |
| 21 | XFOR X4 Pharmaceuticals, Inc. | 2.57M | $12.0M | 1.9% | Unchanged | 13F ↗ |
| 22 | IRD Opus Genetics, Inc. | 2.74M | $11.3M | 1.8% | +449% | 13F ↗ |
| 23 | SLGL Sol-Gel Technologies Ltd. | 139,445 | $10.3M | 1.6% | +63.1% | 13F ↗ |
| 24 | AURA Aura Biosciences, Inc. | 1.44M | $10.2M | 1.6% | New | 13F ↗ |
| 25 | IPSC Century Therapeutics, Inc. | 4.13M | $10.1M | 1.6% | +68.8% | 13F ↗ |
| 26 | IVA Inventiva S.A. · ADR | 2.66M | $10.0M | 1.6% | Unchanged | 13F ↗ |
| 27 | CAMP CAMP4 Therapeutics Corporation | 1.93M | $8.4M | 1.3% | -0.3% | 13F ↗ |
| 28 | ALT Altimmune, Inc. | 2.66M | $8.1M | 1.3% | New | 13F ↗ |
| 29 | NERV Minerva Neurosciences, Inc | 1.42M | $7.9M | 1.3% | Unchanged | 13F ↗ |
| 30 | PMN ProMIS Neurosciences Inc. | 557,103 | $7.3M | 1.2% | Unchanged | 13F ↗ |
| 31 | OKUR OnKure Therapeutics, Inc. | 1.44M | $6.6M | 1.0% | New | 13F ↗ |
| 32 | Forte Biosciences Inc | 273,181 | $5.8M | 0.9% | New | 13F ↗ |
| 33 | RACC Research Alliance Corporation III | 500,000 | $5.3M | 0.8% | New | 13F ↗ |
| 34 | VTVT vTv Therapeutics Inc. | 85,192 | $3.2M | 0.5% | -39.0% | 13F ↗ |
| 35 | IMA ImageneBio, Inc. | 282,004 | $1.7M | 0.3% | New | 13F ↗ |
Changes since Q1 2026
13 new, 10 added to, 7 trimmed, 4 exited, 5 unchanged. By estimated dollars.
New positions (13)
| TRAX First Tracks Biotherapeutics, Inc. · Ord Shs *A* | 1.51M | New | $30.5M |
| BMRN BioMarin Pharmaceutical Inc. | 512,000 | New | $29.3M |
| INSM Insmed Incorporated · Com Par $.01 | 230,331 | New | $24.6M |
| KLRA Kailera Therapeutics, Inc. | 984,786 | New | $21.7M |
| INCY Incyte Corporation | 155,000 | New | $17.6M |
| AVTX Avalo Therapeutics, Inc. | 891,881 | New | $16.5M |
| MLTX MoonLake Immunotherapeutics | 750,000 | New | $14.6M |
| AURA Aura Biosciences, Inc. | 1.44M | New | $10.2M |
| ALT Altimmune, Inc. | 2.66M | New | $8.1M |
| OKUR OnKure Therapeutics, Inc. | 1.44M | New | $6.6M |
Added to (10)
| DSGN Design Therapeutics, Inc. | 2.00M | +135% | $16.6M |
| FDMT 4D Molecular Therapeutics, Inc. | 2.23M | +71.0% | $12.3M |
| IMCR Immunocore Holdings plc · ADR | 1.06M | +55.8% | $12.1M |
| FTH Faeth Therapeutics, Inc. | 515,335 | +312% | $9.8M |
| IRD Opus Genetics, Inc. | 2.74M | +449% | $9.2M |
| SNDX Syndax Pharmaceuticals, Inc. | 1.11M | +58.2% | $8.9M |
| LBRX LB Pharmaceuticals Inc | 1.52M | +15.4% | $6.6M |
| IPSC Century Therapeutics, Inc. | 4.13M | +68.8% | $4.1M |
| SLGL Sol-Gel Technologies Ltd. | 139,445 | +63.1% | $4.0M |
| IKT Inhibikase Therapeutics, Inc. | 9.05M | +12.3% | $2.0M |
Trimmed (7)
| RVMD Revolution Medicines, Inc. | 115,750 | -52.8% | -$24.2M |
| MIRM Mirum Pharmaceuticals, Inc. | 223,312 | -33.0% | -$12.9M |
| NRIX Nurix Therapeutics, Inc. | 1.57M | -9.8% | -$4.1M |
| NGNE Neurogene Inc. | 714,885 | -8.7% | -$2.1M |
| VTVT vTv Therapeutics Inc. | 85,192 | -39.0% | -$2.0M |
| CYTK Cytokinetics, Incorporated | 288,089 | -4.0% | -$1.0M |
| CAMP CAMP4 Therapeutics Corporation | 1.93M | -0.3% | -$29.0K |
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, Q2 2026.
Filings
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