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 | Open |
|---|---|---|---|---|---|
| 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 SNSE
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,940,000 | 125,000 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||