Patient Square Capital LP
Top Portfolio Positions
29 positions ·
$563,607,111 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| ROIV |
Roivant Sciences Ltd.
Healthcare
|
8,166,047 | $226,199,501 | 40.13% |
| ARGX |
Argenx Se
Healthcare
|
36,718 | $26,813,319 | 4.76% |
| INSM |
INSMED Inc
Healthcare
|
157,500 | $25,754,400 | 4.57% |
| ONC |
BeOne Medicines Ltd.
Healthcare
|
80,542 | $23,918,557 | 4.24% |
| COGT |
Cogent Biosciences, Inc.
Healthcare
|
596,000 | $22,940,040 | 4.07% |
| MIRM |
Mirum Pharmaceuticals, Inc.
Healthcare
|
230,000 | $21,247,400 | 3.77% |
| BLTE |
Belite Bio, Inc
Healthcare
|
116,684 | $18,604,096 | 3.30% |
| LEGN |
Legend Biotech Corp
Healthcare
|
990,000 | $17,909,100 | 3.18% |
| NKTR |
Nektar Therapeutics
Healthcare
|
210,000 | $15,109,500 | 2.68% |
| DBVT |
DBV Technologies S.A.
Healthcare
|
693,534 | $14,487,925 | 2.57% |
Portfolio Trend
Holdings in PHVS
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,927,250 | 493,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,059,814 | 542,696 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,617,255 | 345,381 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,299,380 | 244,283 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,854,287 | 245,496 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,979,749 | 207,603 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,488,155 | 242,341 | Shares | Sole | 2024-11-14 | |
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