Trails Edge Capital Partners, LP
Top Portfolio Positions
26 positions ·
$436,527,513 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| PCVX |
Vaxcyte, Inc.
Healthcare
|
662,470 | $38,496,131 | 8.82% |
| XENE |
Xenon Pharmaceuticals Inc.
Healthcare
|
640,000 | $37,216,000 | 8.53% |
| DFTX |
Definium Therapeutics, Inc.
Healthcare
|
1,738,110 | $32,850,279 | 7.53% |
| LBRX |
Lb Pharmaceuticals Inc
Healthcare
|
1,319,362 | $32,535,466 | 7.45% |
| MIRM |
Mirum Pharmaceuticals, Inc.
Healthcare
|
333,312 | $30,791,362 | 7.05% |
| NRIX |
Nurix Therapeutics, Inc.
Healthcare
|
1,743,220 | $27,019,910 | 6.19% |
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
245,000 | $23,826,250 | 5.46% |
| RCUS |
Arcus Biosciences, Inc.
Healthcare
|
1,047,935 | $22,635,396 | 5.19% |
| IMCR |
Immunocore Holdings plc
Healthcare
|
682,597 | $20,580,299 | 4.71% |
| CYTK |
Cytokinetics Inc
Healthcare
|
300,000 | $19,773,000 | 4.53% |
Portfolio Trend
Holdings in CMPX
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $7,600,016 | 1,415,273 | Shares | Sole | 2026-02-17 | |
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