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CIK: 0002102314
Total reported value
$470.4M
$470.4M
26 檔
45.9%
As reported in its official Q1 2026 Form 13F filing, Jones Hill Capital LP's tracked investment portfolio stood at $470.4M with 26 total positions.
During Q1 2026, Jones Hill Capital LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BMRN, VRTX, PCVX) accounted for 45.9% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BMRN | Biomarin Pharmaceutical Inc | Stock-Healthcare | 15.36% | +2.06% | — | |
| 2 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 10.40% | -9.23% | — | |
| 3 | PCVX | Vaxcyte Inc | Stock-Other | 8.03% | -8.03% | EXIT | |
| 4 | NUVL | Nuvalent Inc-a | Stock-Other | 6.61% | -4.03% | — | |
| 5 | CAPR | Capricor Therapeutics Inc | Stock-Other | 5.93% | -3.78% | — | |
| 6 | 430 | Terns Pharmaceuticals Inc | Stock-Other | 5.89% | -5.89% | EXIT | |
| 7 | BCAX | Bicara Therapeutics Inc | Stock-Other | 5.37% | +0.26% | — | |
| 8 | ANIP | Ani Pharmaceuticals Inc | Stock-Other | 5.25% | -1.14% | — | |
| 9 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 5.23% | -5.23% | EXIT | |
| 10 | ELVN | Enliven Therapeutics Inc | Stock-Other | 4.98% | -4.44% | — | |
| 11 | AMLX | Amylyx Pharmaceuticals Inc | Stock-Other | 4.76% | -1.35% | — | |
| 12 | ARGX | Argenx Se - Adr | Stock-Healthcare | 4.07% | -4.07% | EXIT | |
| 13 | FULC | Fulcrum Therapeutics Inc | Stock-Other | 2.91% | -2.91% | EXIT | |
| 14 | VIR | Vir Biotechnology Inc | Stock-Other | 2.30% | -0.87% | — | |
| 15 | NUVB | Nuvation Bio Inc | Stock-Other | 2.19% | -2.19% | EXIT | |
| 16 | ORKA | Oruka Therapeutics Inc | Stock-Other | 1.48% | -1.48% | EXIT | |
| 17 | CTNM | Contineum Therapeutics Inc-a | Stock-Other | 1.44% | -1.44% | EXIT | |
| 18 | MANE | Veradermics Inc | Stock-Other | 1.37% | -1.37% | EXIT | |
| 19 | TNXP | Tonix Pharmaceuticals Holdin | Stock-Other | 1.33% | +0.37% | — | |
| 20 | GPCR | Structure Therapeutics Inc | Stock-Other | 1.04% | -0.58% | — | |
| 21 | TRDA | Entrada Therapeutics Inc | Stock-Other | 1.01% | -1.01% | EXIT | |
| 22 | PHVS | Pharvaris N.V. | Stock-Other | 1.01% | +3.97% | — | |
| 23 | TRVI | Trevi Therapeutics Inc | Stock-Other | 0.95% | +4.36% | — | |
| 24 | RLMD | Relmada Therapeutics Inc | Stock-Other | 0.51% | +4.87% | — | |
| 25 | SLN | Silence Therapeutics Plc-adr | Stock-Other | 0.34% | -0.34% | EXIT | |
| 26 | AVBP | Arrivent Biopharma Inc | Stock-Other | 0.23% | -0.23% | EXIT |
According to official SEC Form 13F filings, Jones Hill Capital LP reported a total U.S. public equity portfolio value of $470.4M across 26 disclosed positions in Q1 2026.
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During Q1 2026, Jones Hill Capital LP's top holdings by market value included BMRN (15.4%)、VRTX (10.4%)、PCVX (8.0%). The largest single position, BMRN, represented 15.4% of total portfolio value.
In Q1 2026, Jones Hill Capital LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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