PICTON MAHONEY ASSET MANAGEMENT
Position in TERN — Terns Pharmaceuticals, Inc.
CIK 1539041
Toronto, A6
Position in TERN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,272,000
New position
Shares Held
100,000
first reported quarter
Ownership
0.087%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#130
of 316 holders
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Biotechnology
Healthcare · as of Mar 31, 2026PICTON MAHONEY ASSET MANAGEMENT holds $87,092,186 across 24 Biotechnology names. TERN ranks #7 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FOLD |
AMICUS THERAPEUTICS, INC.
|
1,330,842 | $19,243,975 | |
| 2 | ACLX |
Arcellx, Inc.
|
120,000 | $13,778,400 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
15,408 | $11,904,837 | |
| 4 | MIRM |
Mirum Pharmaceuticals, Inc.
|
74,118 | $6,847,020 | |
| 5 | ZYME |
Zymeworks Inc.
|
256,690 | $6,427,517 | |
| 6 | APLS |
Apellis Pharmaceuticals, Inc.
|
150,000 | $6,034,500 | |
| 7 | TERN |
Terns Pharmaceuticals, Inc.
This page
|
100,000 | $5,272,000 | |
| 8 | CAI |
Caris Life Sciences, Inc.
|
278,977 | $4,988,108 |
All Filings in TERN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,272,000 | 100,000 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||