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CIK: 0001802528
Total reported value
$1.5B
$1.5B
17 檔
24.7%
In Q2 2025, Fairmount Funds Management LLC's U.S. equity holdings reached a combined market value of $1.5B, distributed across 17 disclosed stock positions.
In Q2 2025, Fairmount Funds Management LLC displayed an active expansion posture, initiating 3 new positions and adding to 5 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APGE | Apogee Therapeutics Inc | Stock-Other | 11.53% | +0.80% | — | |
| 2 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 11.02% | — | — | |
| 3 | ELVN | Enliven Therapeutics Inc | Stock-Other | 9.65% | +0.97% | +15.88% | |
| 4 | SRRK | Scholar Rock Holding CORP | Stock-Other | 8.37% | — | +32.75% | |
| 5 | SYRE | Spyre Therapeutics Inc | Stock-Other | 7.79% | -14.64% | EXIT | |
| 6 | NUVL | Nuvalent Inc-a | Stock-Other | 7.19% | — | — | |
| 7 | DNTH | Dianthus Therapeutics Inc | Stock-Other | 6.53% | +0.97% | +0.24% | |
| 8 | KNSA | Kiniksa Pharmaceuticals International, plc | Stock-Other | 6.36% | — | +60.84% | |
| 9 | VRDN | Viridian Therapeutics Inc | Stock-Other | 6.27% | +0.65% | +0.41% | |
| 10 | COGT | Cogent Biosciences Inc | Stock-Other | 5.79% | -1.22% | — | |
| 11 | ORKA | Oruka Therapeutics Inc | Stock-Other | 4.90% | +10.18% | — | |
| 12 | JBIO | Jade Biosciences Inc | Stock-Other | 4.17% | +2.07% | — | |
| 13 | ✓ | Crescent Biopharma Inc. | Stock-Other | 2.90% | -0.38% | — | |
| 14 | CATBUSD | Astria Therapeutics Inc | Stock-Other | 2.47% | — | — | |
| 15 | ZBIO | Zenas Biopharma Inc | Stock-Other | 2.38% | +0.63% | — | |
| 16 | IKT | Inhibikase Therapeutics Inc | Stock-Other | 1.55% | +0.11% | — | |
| 17 | CTMX | Cytomx Therapeutics Inc | Stock-Other | 1.15% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JBIO | Jade Biosciences Inc | +4.2% | NEW | New buy |
| 2 | ✓ | Crescent Biopharma Inc. | +2.9% | NEW | New buy |
| 3 | KNSA | Kiniksa Pharmaceuticals International, plc | +2.6% | +60.84% | Add |
| 4 | SRRK | Scholar Rock Holding CORP | +1.5% | +32.75% | Add |
| 5 | CTMX | Cytomx Therapeutics Inc | +1.2% | NEW | New buy |
| 6 | ZBIO | Zenas Biopharma Inc | +0.1% | — | Unchanged |
| 7 | COGT | Cogent Biosciences Inc | 0% | — | Unchanged |
| 8 | ELVN | Enliven Therapeutics Inc | -0.1% | +15.88% | Add |
| 9 | APGE | Apogee Therapeutics Inc | -0.3% | — | Unchanged |
| 10 | ORKA | Oruka Therapeutics Inc | -0.5% | — | Unchanged |
| 11 | CATBUSD | Astria Therapeutics Inc | -0.5% | — | Unchanged |
| 12 | IKT | Inhibikase Therapeutics Inc | -0.5% | — | Unchanged |
| 13 | NUVL | Nuvalent Inc-a | -0.8% | — | Unchanged |
| 14 | VRDN | Viridian Therapeutics Inc | -0.9% | +0.41% | Add |
| 15 | DNTH | Dianthus Therapeutics Inc | -1.1% | +0.24% | Add |
| 16 | BCAX | Bicara Therapeutics Inc | -1.6% | EXIT | Sold out |
| 17 | SYRE | Spyre Therapeutics Inc | -2.3% | — | Unchanged |
| 18 | AXSM | Axsome Therapeutics Inc | -3.7% | — | Unchanged |
According to official SEC Form 13F filings, Fairmount Funds Management LLC reported a total U.S. public equity portfolio value of $1.5B across 17 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including APGE, AXSM, ELVN) accounted for 24.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
JBIO
市值: $32.2M
Top Position Liquidated / Trimmed
BCAX
前期市值: $10.2M
During Q2 2025, Fairmount Funds Management LLC's top holdings by market value included APGE (11.5%)、AXSM (11.0%)、ELVN (9.7%). The largest single position, APGE, represented 11.5% of total portfolio value.
In Q2 2025, Fairmount Funds Management LLC made 9 total portfolio adjustments, initiating 3 new buys, adding to 5 positions, trimming 0 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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