Patient Square Capital Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Patient Square Capital Lp disclosed 23 stock positions valued at approximately $645.52M as of quarter-end June 30, 2026. The largest holdings include ROIVANT SCIENCES LTD, REVOLUTION MEDICINES INC, and MIRUM PHARMACEUTICALS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 23
- Portfolio Value
- $645.52M
Holdings by Sector
Patient Square Capital Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ROIVANT SCIENCES LTD | ROIV | Healthcare | 43.97% | 8,020,928 | -145,119 | -1.78% | $283,860,642 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 8.01% | 276,000 | +276,000 | +100.00% | $51,689,280 |
| MIRUM PHARMACEUTICALS INC | MIRM | Healthcare | 4.72% | 260,500 | +30,500 | +13.26% | $30,496,735 |
| ABIVAX SA | ABVX | Healthcare | 4.26% | 206,500 | +85,255 | +70.32% | $27,518,190 |
| BEONE MEDICINES LTD | BGNE | Healthcare | 3.97% | 90,020 | +9,478 | +11.77% | $25,652,999 |
| PHARVARIS N V | PHVS | Other | 3.60% | 671,209 | +178,209 | +36.15% | $23,210,407 |
| ARGENX SE | ARGX | Healthcare | 3.31% | 23,000 | -13,718 | -37.36% | $21,338,710 |
| UNITED THERAPEUTICS CORP DEL | UTHR | Healthcare | 3.12% | 37,120 | +37,120 | +100.00% | $20,112,730 |
| BELITE BIO INC | BLTE | Healthcare | 2.62% | 110,000 | -6,684 | -5.73% | $16,938,350 |
| COGENT BIOSCIENCES INC | COGT | Healthcare | 2.55% | 425,000 | -171,000 | -28.69% | $16,447,500 |
| DBV TECHNOLOGIES S A | DBVT | Other | 2.31% | 909,474 | +215,940 | +31.14% | $14,915,374 |
| XENON PHARMACEUTICALS INC | XENE | Healthcare | 2.06% | 220,000 | -7,000 | -3.08% | $13,279,200 |
| BIONTECH SE | BNTX | Healthcare | 1.94% | 134,429 | +134,429 | +100.00% | $12,508,618 |
| ARCUS BIOSCIENCES INC | RCUS | Healthcare | 1.70% | 355,800 | +160,800 | +82.46% | $10,969,314 |
| ENLIVEN THERAPEUTICS INC | ELVN | Healthcare | 1.67% | 212,500 | +12,500 | +6.25% | $10,784,375 |
| DIANTHUS THERAPEUTICS INC | DNTH | Healthcare | 1.63% | 108,000 | +14,118 | +15.04% | $10,527,840 |
| ALLOGENE THERAPEUTICS INC | ALLO | Healthcare | 1.63% | 5,050,000 | +1,600,000 | +46.38% | $10,504,000 |
| EYEPOINT INC | EYPT | Healthcare | 1.59% | 720,000 | -75,000 | -9.43% | $10,296,000 |
| ARCUTIS BIOTHERAPEUTICS INC | ARQT | Healthcare | 1.50% | 370,000 | -30,645 | -7.65% | $9,701,400 |
| C4 THERAPEUTICS INC | CCCC | Healthcare | 1.16% | 1,608,815 | +1,608,815 | +100.00% | $7,513,166 |
| INVENTIVA SA | IVA | Other | 1.15% | 1,967,171 | +1,967,171 | +100.00% | $7,435,906 |
| KYMERA THERAPEUTICS INC | KYMR | Healthcare | 0.84% | 47,500 | -52,500 | -52.50% | $5,446,825 |
| FAETH THERAPEUTICS INC | FTH | Other | 0.68% | 175,050 | +175,050 | +100.00% | $4,376,250 |
Showing 23 of 23 holdings in the latest reporting period.