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M28 Capital Management LP

13F filer · CIK 0001807489
Reported Aug 13, 2026
13F portfolio value$47.2MU.S. long equity reported on 13F
Positions90 new · 0 closed
Net flow last quarter$0Buys minus sells
Top 10 positions weight100.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 13, 20269 positions
WVEWave Life Sciences, Inc.$26.7M56.53%2.37%Not reportedQ4 2021
IVVDInvivyd, Inc.$8.07M17.11%3.14%Not reportedQ4 2021
TGTXTG Therapeutics, Inc.$4.85M10.29%0.06%Not reportedQ4 2021
ARWRArrowhead Pharmaceuticals, Inc.$3M6.37%0.03%Not reportedQ4 2022
GUTSFractyl Health, Inc.$1.47M3.13%1.17%Not reportedQ1 2024
PRQRProQR Therapeutics N.V.$1.12M2.37%0.57%Not reportedQ1 2022
SLNSilence Therapeutics plc$1.11M2.36%0.07%Not reportedQ4 2022
RCKTRocket Pharmaceuticals, Inc.$721K1.53%0.19%Not reportedQ4 2021
CRISCuris Inc$149K0.32%14.62%Not reportedQ4 2021
Q1 2026Reported May 14, 20269 positions
WVEWave Life Sciences, Inc.$33.3M61.83%2.39%-19.0%Q4 2021
IVVDInvivyd, Inc.$12M22.35%3.27%Not reportedQ4 2021
TGTXTG Therapeutics, Inc.$2.94M5.46%0.06%-45.3%Q4 2021
ARWRArrowhead Pharmaceuticals, Inc.$2.31M4.29%0.03%-45.3%Q4 2022
PRQRProQR Therapeutics N.V.$972K1.81%0.57%-41.2%Q1 2022
GUTSFractyl Health, Inc.$850K1.58%1.17%Not reportedQ1 2024
RCKTRocket Pharmaceuticals, Inc.$755K1.40%0.19%-45.3%Q4 2021
SLNSilence Therapeutics plc$533K0.99%0.07%-45.3%Q4 2022
CRISCuris Inc$156K0.29%0.71%-45.3%Q4 2021
Q4 2025Reported Feb 13, 20269 positions
WVEWave Life Sciences, Inc.$96.3M70.00%3.02%Not reportedQ4 2021
IVVDInvivyd, Inc.$22.8M16.60%3.28%Not reportedQ4 2021
TGTXTG Therapeutics, Inc.$4.82M3.50%0.10%Not reportedQ4 2021
ARWRArrowhead Pharmaceuticals, Inc.$4.47M3.25%0.05%Not reportedQ4 2022
GUTSFractyl Health, Inc.$4.08M2.97%1.21%Not reportedQ1 2024
PRQRProQR Therapeutics N.V.$2.06M1.50%0.97%Not reportedQ1 2022
RCKTRocket Pharmaceuticals, Inc.$1.35M0.98%0.36%Not reportedQ4 2021
SLNSilence Therapeutics plc$1.13M0.82%0.13%Not reportedQ4 2022
CRISCuris Inc$514K0.37%80.59%Not reportedQ4 2021
Q3 2025Reported Nov 13, 20259 positions
WVEWave Life Sciences, Inc.$41.5M60.97%3.53%Not reportedQ4 2021
IVVDInvivyd, Inc.$10.2M14.96%4.31%Not reportedQ4 2021
TGTXTG Therapeutics, Inc.$5.84M8.58%0.10%Not reportedQ4 2021
GUTSFractyl Health, Inc.$2.95M4.34%1.40%Not reportedQ1 2024
ARWRArrowhead Pharmaceuticals, Inc.$2.32M3.42%0.05%Not reportedQ4 2022
PRQRProQR Therapeutics N.V.$2.17M3.19%0.97%Not reportedQ1 2022
RCKTRocket Pharmaceuticals, Inc.$1.26M1.85%0.36%Not reportedQ4 2021
SLNSilence Therapeutics plc$961K1.41%0.13%Not reportedQ4 2022
CRISCuris Inc$865K1.27%4.09%Not reportedQ4 2021
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