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CIK: 0001802528
Total reported value
$1.5B
$1.5B
12 檔
68.4%
According to the latest 13F quarterly dataset, Fairmount Funds Management LLC managed an equity portfolio of $1.5B at the end of Q1 2026, spanning 12 distinct U.S. exchange-listed positions.
In Q1 2026, Fairmount Funds Management LLC adopted a defensive or profit-taking posture, trimming 3 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DMRA | Damora Therapeutics Inc | Stock-Other | 16.30% | -1.32% | — | |
| 2 | DNTH | Dianthus Therapeutics Inc | Stock-Other | 15.38% | +0.97% | +18.72% | |
| 3 | COGT | Cogent Biosciences Inc | Stock-Other | 15.30% | -1.22% | -38.87% | |
| 4 | SYRE | Spyre Therapeutics Inc | Stock-Other | 14.64% | -14.64% | EXIT | |
| 5 | ORKA | Oruka Therapeutics Inc | Stock-Other | 13.13% | +10.18% | — | |
| 6 | VRDN | Viridian Therapeutics Inc | Stock-Other | 5.53% | +0.65% | — | |
| 7 | ELVN | Enliven Therapeutics Inc | Stock-Other | 5.25% | +0.97% | -50.00% | |
| 8 | JBIO | Jade Biosciences Inc | Stock-Other | 4.62% | +2.07% | — | |
| 9 | ✓ | Crescent Biopharma Inc. | Stock-Other | 3.65% | -0.38% | — | |
| 10 | ZBIO | Zenas Biopharma Inc | Stock-Other | 3.33% | +0.63% | +6.79% | |
| 11 | APGE | Apogee Therapeutics Inc | Stock-Other | 1.82% | +0.80% | -85.42% | |
| 12 | IKT | Inhibikase Therapeutics Inc | Stock-Other | 1.05% | +0.11% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DNTH | Dianthus Therapeutics Inc | +8.7% | +18.72% | Add |
| 2 | SYRE | Spyre Therapeutics Inc | +4.6% | — | Unchanged |
| 3 | ORKA | Oruka Therapeutics Inc | +4.6% | — | Unchanged |
| 4 | ✓ | Crescent Biopharma Inc. | +1.2% | — | Unchanged |
| 5 | ELVN | Enliven Therapeutics Inc | +0.9% | -50.00% | Trim |
| 6 | IKT | Inhibikase Therapeutics Inc | -0.3% | — | Unchanged |
| 7 | JBIO | Jade Biosciences Inc | -0.7% | — | Unchanged |
| 8 | ZBIO | Zenas Biopharma Inc | -2.8% | +6.79% | Add |
| 9 | VRDN | Viridian Therapeutics Inc | -3.7% | — | Unchanged |
| 10 | COGT | Cogent Biosciences Inc | -9% | -38.87% | Trim |
| 11 | APGE | Apogee Therapeutics Inc | -10% | -85.42% | Trim |
| 12 | DMRA | Damora Therapeutics Inc | — | NEW | New buy |
| 13 | NUVL | Nuvalent Inc-a | — | EXIT | Sold out |
| 14 | KNSA | Kiniksa Pharmaceuticals International, plc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Fairmount Funds Management LLC reported a total U.S. public equity portfolio value of $1.5B across 12 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including DMRA, DNTH, COGT) accounted for 68.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
DMRA
市值: $225.7M
Top Position Liquidated / Trimmed
NUVL
前期市值: $73.2M
During Q1 2026, Fairmount Funds Management LLC's top holdings by market value included DMRA (16.3%)、DNTH (15.4%)、COGT (15.3%). The largest single position, DMRA, represented 16.3% of total portfolio value.
In Q1 2026, Fairmount Funds Management LLC made 8 total portfolio adjustments, initiating 1 new buys, adding to 2 positions, trimming 3 holdings, and fully liquidating 2 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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