Medicxi Ventures Management (Jersey) Ltd

Concentrated strategyQuality / disciplined sizing

Total reported value

$981.8M

Reporting period: 2026-03-31 · Number of holdings: 4

Medicxi Ventures Management (Jersey) Ltd disclosed 4 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $981.8M and a quarterly turnover rate of 49.3%.

Personality snowflake

Concentration: 100
Portfolio Stability: 49.32
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 8
Sizing Uniformity: 85.08

Recent moves

Add 260
0.0%　$293.7M
Trim PHAT
0.0%　-$40.9M
Trim NAMS
-6.8%　-$15.1M
Add AURA
0.0%　$3.8M
Sold out 75382E109

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	260	Centessa Pharmaceuticals-adr	Stock-Other	80.76%	+20.96%	—
2	NAMS	NewAmsterdam Pharma Company N.V.	Stock-Other	8.72%	-3.34%	-6.81%
3	PHAT	Phathom Pharmaceuticals INC	Stock-Other	8.45%	-6.38%	—
4	AURA	Aura Biosciences INC	Stock-Other	2.07%	+0.09%	—

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	4	$981.8M	49	1260 2NAMS 3PHAT Top holdings2026-03-31 1.260 2.NAMS 3.PHAT 4.AURA
2025-12-31	5	$835.0M	12	1260 2PHAT 3NAMS Top holdings2025-12-31 1.260 2.PHAT 3.NAMS 4.75382E 5.AURA
2025-09-30	5	$744.4M	52	1260 2PHAT 3NAMS Top holdings2025-09-30 1.260 2.PHAT 3.NAMS 4.75382E 5.AURA
2025-06-30	5	$427.3M	0	1260 2PHAT 3NAMS Top holdings2025-06-30 1.260 2.PHAT 3.NAMS 4.RAPT 5.AURA
2025-03-31	5	$437.7M	100	1260 2NAMS 3PHAT Top holdings2025-03-31 1.260 2.NAMS 3.PHAT 4.75382E 5.AURA
2024-12-31	5	$529.0M	0	1260 2NAMS 3PHAT Top holdings2024-12-31 1.260 2.NAMS 3.PHAT 4.75382E 5.AURA
2024-09-30	4	$528.9M	0	1260 2PHAT 3NAMS Top holdings2024-09-30 1.260 2.PHAT 3.NAMS 4.AURA
2024-06-30	4	$335.3M	0	1260 2PHAT 3NAMS Top holdings2024-06-30 1.260 2.PHAT 3.NAMS 4.AURA
2024-03-31	5	$449.2M	0	1260 2PHAT 3NAMS Top holdings2024-03-31 1.260 2.PHAT 3.NAMS 4.N5749R 5.AURA
2023-12-31	5	$296.2M	0	12602N5749R3PHAT Top holdings2023-12-31 1.260 2.N5749R 3.PHAT 4.NAMS 5.AURA
2023-09-30	6	$313.2M	0	1260 2PCVX 3PHAT Top holdings2023-09-30 1.260 2.PCVX 3.PHAT 4.N5749R 5.AURA 6.NAMS
2023-06-30	6	$356.9M	0	1260 2PCVX 3PHAT Top holdings2023-06-30 1.260 2.PCVX 3.PHAT 4.N5749R 5.AURA 6.NAMS
2023-03-31	6	$233.4M	0	1260 2PCVX3N5749R Top holdings2023-03-31 1.260 2.PCVX 3.N5749R 4.AURA 5.NAMS 6.PHAT
2022-12-31	6	$238.1M	0	1PCVX 2260 3AURA Top holdings2022-12-31 1.PCVX 2.260 3.AURA 4.PHAT 5.N5749R 6.NAMS
2022-09-30	6	$240.2M	0	1260 2AURA 3PCVX Top holdings2022-09-30 1.260 2.AURA 3.PCVX 4.N5749R 5.PHAT
2022-06-30	7	$240.8M	0	1260 2AURA 3PCVX Top holdings2022-06-30 1.260 2.AURA 3.PCVX 4.N5749R 5.PHAT 6.H5861P
2022-03-31	7	$369.1M	0	1260 2AURA 3PCVX Top holdings2022-03-31 1.260 2.AURA 3.PCVX 4.N5749R 5.PHAT 6.162818 7.H5861P
2021-12-31	7	$399.6M	0	1260 2AURA3N5749R Top holdings2021-12-31 1.260 2.AURA 3.N5749R 4.PCVX 5.PHAT 6.162818 7.H5861P
2021-09-30	6	$459.6M	0	1260 2PHAT 3PCVX Top holdings2021-09-30 1.260 2.PHAT 3.PCVX 4.N5749R 5.162818 6.H5861P
2021-06-30	6	$558.0M	47	1260 2PHAT 3PCVX Top holdings2021-06-30 1.260 2.PHAT 3.PCVX 4.N5749R 5.162818 6.H5861P
2021-03-31	5	$171.7M	19	1PHAT 2PCVX3N5749R Top holdings2021-03-31 1.PHAT 2.PCVX 3.N5749R 4.162818 5.H5861P
2020-12-31	5	$172.1M	34	1PHAT 2PCVX3N5749R Top holdings2020-12-31 1.PHAT 2.PCVX 3.N5749R 4.162818 5.H5861P
2020-09-30	5	$209.4M	38	1PCVX 2PHAT3N5749R Top holdings2020-09-30 1.PCVX 2.PHAT 3.N5749R 4.162818 5.H5861P
2020-06-30	4	$162.7M	72	1PHAT 2PCVX3N5749R Top holdings2020-06-30 1.PHAT 2.PCVX 3.N5749R 4.H5861P
2020-03-31	3	$76.5M	72	1PHAT2N5749R3H5861P Top holdings2020-03-31 1.PHAT 2.N5749R 3.H5861P
2019-12-31	4	$163.2M	0	187167A2PHAT3N5749R Top holdings2019-12-31 1.87167A 2.PHAT 3.N5749R 4.H5861P

Holding changes this quarter

Medicxi Ventures Management (Jersey) Ltd's most significant position changes for 2026-03-31: Sold out: Rapt Therapeutics INC; Trim: NewAmsterdam Pharma Company N.V. (NAMS) — shares -6.81%.

Position changes disclosed by Medicxi Ventures Management (Jersey) Ltd for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	260	Centessa Pharmaceuticals-adr	+21%	—	Unchanged
2	AURA	Aura Biosciences INC	+0.1%	—	Unchanged
3	NAMS	NewAmsterdam Pharma Company N.V.	-3.3%	-6.81%	Trim
4	PHAT	Phathom Pharmaceuticals INC	-6.4%	—	Unchanged
5	✓	Rapt Therapeutics INC	—	EXIT	Sold out

FAQ

What is Medicxi Ventures Management (Jersey) Ltd and what type of investor is it?

Medicxi Ventures Management (Jersey) Ltd is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $981.8M, spread across 4 disclosed positions.

What are Medicxi Ventures Management (Jersey) Ltd's largest equity positions?

Based on the latest 13F filing, Medicxi Ventures Management (Jersey) Ltd's top holdings by market value are: 1. Centessa Pharmaceuticals-adr (260) — $792.9M (80.8%) 2. NewAmsterdam Pharma Company N.V. (NAMS) — $85.6M (8.7%) 3. Phathom Pharmaceuticals INC (PHAT) — $82.9M (8.4%) 4. Aura Biosciences INC (AURA) — $20.3M (2.1%)

What changes did Medicxi Ventures Management (Jersey) Ltd make in its most recent portfolio filing?

In the latest quarter, Medicxi Ventures Management (Jersey) Ltd took a more defensive posture — trimming 1 positions and completely exiting 1 holdings. The largest of these moves: Sold out: Rapt Therapeutics INC; Trim: NewAmsterdam Pharma Company N.V. (NAMS) — shares -6.81%

What sectors does Medicxi Ventures Management (Jersey) Ltd focus on?

Sector breakdown data is not yet available for Medicxi Ventures Management (Jersey) Ltd. Check back after the next 13F processing cycle.