Seven Fleet Capital Management LP

CIK
0002092021
City
MOUNTAIN VIEW
State / Country
CA

Top Portfolio Positions

70 positions · $183,372,608 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
UTHR
UNITED THERAPEUTICS Corp
Healthcare
130,000 $63,342,500 34.54%
CGON
CG Oncology, Inc.
Healthcare
1,515,151 $62,909,069 34.31%
RVMD
Revolution Medicines, Inc.
Healthcare
65,800 $5,240,970 2.86%
LQDA
Liquidia Corp
Healthcare
91,267 $3,147,798 1.72%
CMPX
Compass Therapeutics, Inc.
Healthcare
568,747 $3,054,171 1.67%
EXEL
Exelixis, Inc.
Healthcare
68,569 $3,005,379 1.64%
AXSM
Axsome Therapeutics, Inc.
Healthcare
12,955 $2,366,101 1.29%
TYRA
Tyra Biosciences, Inc.
Healthcare
79,560 $2,091,632 1.14%
COGT
Cogent Biosciences, Inc.
Healthcare
54,025 $1,918,968 1.05%
TNGX
Tango Therapeutics, Inc.
Healthcare
215,172 $1,906,423 1.04%

Holdings in CGON

Export CSV
1 of 1 shown
Report Date Value (USD) Shares
2025-12-31 $62,909,069 1,515,151