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 | Open |
|---|---|---|---|---|---|
| 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
14 quarters · across all stocks
Holdings in ROIV
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $226,199,501 | 8,166,047 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $177,203,219 | 8,166,047 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $188,822,400 | 12,480,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $140,649,600 | 12,480,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $125,923,200 | 12,480,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $147,638,400 | 12,480,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $141,116,486 | 12,228,465 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $129,254,875 | 12,228,465 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $128,888,021 | 12,228,465 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $141,946,301 | 12,639,920 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $147,634,265 | 12,639,920 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $127,410,393 | 12,639,920 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $50,375,636 | 6,825,967 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $54,539,476 | 6,825,967 | Shares | Sole | 2023-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||