Fairmount Funds Management LLC
Net seller this quarter
$1.51B
12
-$317M
97.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ORKA | $353M | 23.31% | 6.07% | Not reported | Q3 2024 |
 DNTH | $247M | 16.35% | 4.63% | Not reported | Q3 2023 |
 DMRA | $227M | 14.98% | 14.11% | Not reported | Q1 2026 |
 COGT | $213M | 14.08% | 3.21% | Not reported | Q4 2020 |
 JBIO | $101M | 6.69% | 7.16% | Not reported | Q2 2025 |
 ELVN | $94.2M | 6.22% | 2.53% | Not reported | Q1 2023 |
 VRDN | $93.5M | 6.18% | 4.50% | +30.1% | Q1 2021 |
 ZBIO | $59.9M | 3.96% | 3.72% | Not reported | Q3 2024 |
 CBIO | $49.5M | 3.27% | 9.90% | Not reported | Q2 2025 |
| APGE | $39.6M | 2.62% | 0.40% | Not reported | Q3 2023 |
 FTH | $18.1M | 1.19% | 2.80% | New | Q2 2026 |
 IKT | $17.5M | 1.16% | 6.53% | Not reported | Q4 2024 |
| Q1 2026 | |||||
| DMRA | $226M | 16.30% | 14.45% | New | Q1 2026 |
| DNTH | $213M | 15.38% | 4.65% | +18.7% | Q3 2023 |
| COGT | $212M | 15.30% | 3.22% | -38.9% | Q4 2020 |
 SYRE | $203M | 14.64% | 5.10% | Not reported | Q3 2023 |
| ORKA | $182M | 13.13% | 7.39% | Not reported | Q3 2024 |
| VRDN | $76.6M | 5.53% | 3.82% | Not reported | Q1 2021 |
| ELVN | $72.7M | 5.25% | 3.05% | -50.0% | Q1 2023 |
| JBIO | $64M | 4.62% | 9.23% | Not reported | Q2 2025 |
| CBIO | $50.5M | 3.65% | 9.97% | Not reported | Q2 2025 |
| ZBIO | $46.1M | 3.33% | 3.78% | +6.8% | Q3 2024 |
| APGE | $25.1M | 1.82% | 0.40% | -85.4% | Q3 2023 |
| IKT | $14.5M | 1.05% | 6.53% | Not reported | Q4 2024 |
| Q4 2025 | |||||
| COGT | $320M | 24.34% | 5.59% | Not reported | Q4 2020 |
| APGE | $155M | 11.77% | 3.00% | Not reported | Q3 2023 |
| SYRE | $132M | 10.02% | 5.14% | Not reported | Q3 2023 |
| VRDN | $122M | 9.27% | 3.84% | +13.1% | Q1 2021 |
| ORKA | $112M | 8.55% | 7.60% | Not reported | Q3 2024 |
| DNTH | $88.1M | 6.70% | 4.94% | -35.4% | Q3 2023 |
| ZBIO | $80.2M | 6.11% | 4.05% | +16.7% | Q3 2024 |
| NUVL | $73.2M | 5.57% | 23.25% | Not reported | Q3 2021 |
| JBIO | $70.3M | 5.35% | 9.23% | +41.4% | Q2 2025 |
| ELVN | $57.2M | 4.35% | 6.24% | Not reported | Q1 2023 |
 KNSA | $54.4M | 4.14% | Not reported | -25.6% | Q4 2019 |
| CBIO | $32.6M | 2.48% | 9.97% | +98.0% | Q2 2025 |
| IKT | $17.7M | 1.35% | 6.55% | +40.8% | Q4 2024 |
| Q3 2025 | |||||
| DNTH | $130M | 11.71% | 7.72% | +22.2% | Q3 2023 |
| COGT | $129M | 11.63% | 6.44% | +44.6% | Q4 2020 |
 AXSM | $99M | 8.91% | 1.62% | Not reported | Q1 2020 |
| APGE | $81.4M | 7.32% | 3.45% | Not reported | Q3 2023 |
| ELVN | $76M | 6.84% | 6.26% | Not reported | Q1 2023 |
| VRDN | $74.7M | 6.72% | 4.21% | Not reported | Q1 2021 |
| ORKA | $71.3M | 6.41% | 7.66% | +9.9% | Q3 2024 |
| KNSA | $68.8M | 6.19% | Not reported | Not reported | Q4 2019 |
 SRRK | $67.9M | 6.11% | 1.84% | Not reported | Q4 2024 |
| SYRE | $67.3M | 6.06% | 6.64% | Not reported | Q3 2023 |
| NUVL | $62.9M | 5.66% | 23.25% | Not reported | Q3 2021 |
 ABVX | $60.6M | 5.45% | 1.13% | New | Q3 2025 |
| ZBIO | $42M | 3.78% | 4.48% | Not reported | Q3 2024 |
| JBIO | $27.8M | 2.50% | 9.87% | Not reported | Q2 2025 |
| ATXS | $25.9M | 2.33% | 6.30% | Not reported | Q3 2021 |
| CBIO | $16.5M | 1.48% | 9.99% | Not reported | Q2 2025 |
| IKT | $9.92M | 0.89% | 8.19% | Not reported | Q4 2024 |