Patient Square Capital LP
Net seller this quarter
$646M
23
-$12.8M
80.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ROIV | $284M | 43.97% | 1.11% | -1.8% | Q4 2022 |
 RVMD | $51.7M | 8.01% | 0.13% | New | Q2 2026 |
 MIRM | $30.5M | 4.72% | 0.40% | +13.3% | Q4 2024 |
 ABVX | $27.5M | 4.26% | 0.26% | +70.3% | Q3 2025 |
 ONC | $25.7M | 3.97% | 0.01% | +11.8% | Q4 2025 |
 PHVS | $23.2M | 3.60% | 1.03% | +36.2% | Q3 2024 |
 ARGX | $21.3M | 3.31% | 0.04% | -37.4% | Q2 2025 |
 UTHR | $20.1M | 3.12% | 0.09% | New | Q2 2026 |
 BLTE | $16.9M | 2.62% | 0.28% | -5.7% | Q1 2026 |
 COGT | $16.4M | 2.55% | 0.25% | -28.7% | Q4 2025 |
 DBVT | $14.9M | 2.31% | 0.31% | +31.1% | Q4 2025 |
 XENE | $13.3M | 2.06% | 0.23% | -3.1% | Q4 2025 |
 BNTX | $12.5M | 1.94% | 0.05% | New | Q2 2026 |
 RCUS | $11M | 1.70% | 0.28% | +82.5% | Q4 2025 |
 ELVN | $10.8M | 1.67% | 0.29% | +6.3% | Q3 2024 |
 DNTH | $10.5M | 1.63% | 0.20% | +15.0% | Q3 2025 |
 ALLO | $10.5M | 1.63% | 1.46% | +46.4% | Q4 2024 |
 EYPT | $10.3M | 1.59% | 0.85% | -9.4% | Q3 2024 |
 ARQT | $9.7M | 1.50% | 0.29% | -7.7% | Q4 2025 |
 CCCC | $7.51M | 1.16% | 1.31% | New | Q2 2026 |
 IVA | $7.44M | 1.15% | 1.02% | New | Q2 2026 |
 KYMR | $5.45M | 0.84% | 0.06% | -52.5% | Q1 2025 |
 FTH | $4.38M | 0.68% | 0.68% | New | Q2 2026 |
| Q1 2026 | |||||
| ROIV | $226M | 40.13% | 1.13% | Not reported | Q4 2022 |
| ARGX | $26.8M | 4.76% | 0.06% | +41.2% | Q2 2025 |
 INSM | $25.8M | 4.57% | 0.07% | -41.0% | Q3 2024 |
| ONC | $23.9M | 4.24% | 0.01% | +16.2% | Q4 2025 |
| COGT | $22.9M | 4.07% | 0.35% | +87.8% | Q4 2025 |
| MIRM | $21.2M | 3.77% | 0.38% | -23.0% | Q4 2024 |
| BLTE | $18.6M | 3.30% | 0.30% | New | Q1 2026 |
 LEGN | $17.9M | 3.18% | 0.27% | New | Q1 2026 |
 NKTR | $15.1M | 2.68% | 1.03% | New | Q1 2026 |
| DBVT | $14.5M | 2.57% | 0.23% | +93.2% | Q4 2025 |
| PHVS | $13.9M | 2.47% | 0.76% | -9.2% | Q3 2024 |
| ABVX | $13.5M | 2.40% | 0.15% | -6.7% | Q3 2025 |
| XENE | $13.2M | 2.34% | 0.23% | +66.3% | Q4 2025 |
 CELC | $10.8M | 1.92% | 0.20% | -20.8% | Q3 2025 |
| EYPT | $10.2M | 1.82% | 0.95% | +1.9% | Q3 2024 |
 MRK | $9.62M | 1.71% | 0.00% | New | Q1 2026 |
| ARQT | $9.44M | 1.67% | 0.32% | +90.8% | Q4 2025 |
| ALLO | $8.42M | 1.49% | 1.41% | -30.5% | Q4 2024 |
| KYMR | $8.33M | 1.48% | 0.12% | -28.1% | Q1 2025 |
| DNTH | $7.88M | 1.40% | 0.17% | -37.4% | Q3 2025 |
| ELVN | $7.84M | 1.39% | 0.33% | -35.1% | Q3 2024 |
 CATX | $6.78M | 1.20% | 1.43% | +43.5% | Q3 2025 |
 DFTX | $6.26M | 1.11% | 0.32% | New | Q1 2026 |
 HROW | $5.83M | 1.03% | 0.44% | +2249.7% | Q4 2025 |
 TARA | $5.37M | 0.95% | 1.87% | New | Q1 2026 |
 CTMX | $5.1M | 0.91% | 0.64% | New | Q1 2026 |
| RCUS | $4.21M | 0.75% | 0.16% | +14.7% | Q4 2025 |
 ASMB | $3.78M | 0.67% | 0.86% | +7.3% | Q3 2025 |
 SYRE | $50.4K | 0.01% | 0.00% | -99.3% | Q4 2025 |
| Q4 2025 | |||||
| ROIV | $177M | 37.93% | 1.15% | -34.6% | Q4 2022 |
| INSM | $46.5M | 9.95% | 0.12% | -18.2% | Q3 2024 |
| MIRM | $23.6M | 5.05% | 0.58% | +186.5% | Q4 2024 |
| ARGX | $21.9M | 4.68% | 0.04% | +67.7% | Q2 2025 |
| ONC | $21.1M | 4.51% | 0.00% | New | Q4 2025 |
| ABVX | $17.5M | 3.75% | 0.17% | -14.4% | Q3 2025 |
| PHVS | $15.1M | 3.22% | 0.83% | +57.1% | Q3 2024 |
| EYPT | $14.3M | 3.05% | 0.94% | -22.9% | Q3 2024 |
| TERN | $12.9M | 2.77% | 0.28% | New | Q4 2025 |
| CELC | $12M | 2.56% | 0.25% | +20.0% | Q3 2025 |
| COGT | $11.3M | 2.41% | 0.20% | New | Q4 2025 |
| KYMR | $10.8M | 2.32% | 0.17% | +50.1% | Q1 2025 |
 LQDA | $7.83M | 1.68% | 0.26% | -43.3% | Q1 2024 |
| DBVT | $6.88M | 1.47% | 0.21% | New | Q4 2025 |
| ALLO | $6.8M | 1.46% | 2.16% | +66.5% | Q4 2024 |
| DNTH | $6.18M | 1.32% | 0.35% | +20.0% | Q3 2025 |
| XENE | $6.12M | 1.31% | 0.17% | New | Q4 2025 |
| ARQT | $6.1M | 1.31% | 0.17% | New | Q4 2025 |
 OCUL | $5.95M | 1.27% | 0.23% | -31.5% | Q3 2024 |
 IRON | $5.88M | 1.26% | 0.20% | Not reported | Q4 2024 |
 AVTX | $5.67M | 1.21% | 1.69% | +212.0% | Q3 2025 |
| SYRE | $4.91M | 1.05% | 0.19% | New | Q4 2025 |
| ELVN | $4.75M | 1.02% | 0.52% | +22.8% | Q3 2024 |
| ASMB | $4.32M | 0.92% | 0.80% | -6.1% | Q3 2025 |
 AMLX | $4.23M | 0.91% | 0.32% | +10.7% | Q3 2025 |
| RCUS | $4.05M | 0.87% | 0.14% | New | Q4 2025 |
| CATX | $3.12M | 0.67% | 1.52% | +224.3% | Q3 2025 |
| HROW | $345K | 0.07% | 0.02% | New | Q4 2025 |
| Q3 2025 | |||||
| ROIV | $189M | 50.51% | 1.81% | Not reported | Q4 2022 |
| INSM | $47M | 12.57% | 0.15% | -9.0% | Q3 2024 |
| EYPT | $14.4M | 3.85% | 1.45% | -25.2% | Q3 2024 |
| ABVX | $12.9M | 3.45% | 0.24% | New | Q3 2025 |
| CDTX | $11.6M | 3.10% | 0.41% | +706.7% | Q2 2025 |
| ARGX | $11.4M | 3.06% | 0.03% | -46.6% | Q2 2025 |
| LQDA | $9.1M | 2.43% | 0.46% | -60.8% | Q1 2024 |
| PHVS | $8.62M | 2.30% | 0.64% | +41.4% | Q3 2024 |
| OCUL | $8.36M | 2.24% | 0.41% | -12.6% | Q3 2024 |
| MIRM | $7.64M | 2.04% | 0.20% | -8.1% | Q4 2024 |
 AGIO | $5.37M | 1.44% | 0.23% | -4.2% | Q4 2024 |
| KYMR | $5.24M | 1.40% | 0.13% | -33.9% | Q1 2025 |
| ELVN | $5.13M | 1.37% | 0.42% | +2.0% | Q3 2024 |
| CELC | $4.94M | 1.32% | 0.23% | New | Q3 2025 |
| DNTH | $4.92M | 1.32% | 0.29% | New | Q3 2025 |
| IRON | $4.89M | 1.31% | 0.21% | Not reported | Q4 2024 |
 QURE | $4.38M | 1.17% | 0.12% | New | Q3 2025 |
| AMLX | $4.3M | 1.15% | 0.29% | New | Q3 2025 |
 NRIX | $4.04M | 1.08% | 0.57% | +6.1% | Q3 2024 |
| ALLO | $3.7M | 0.99% | 1.34% | +13.2% | Q4 2024 |
| ASMB | $3.46M | 0.93% | 0.85% | New | Q3 2025 |
| AVTX | $1.27M | 0.34% | 0.56% | New | Q3 2025 |
| CATX | $1.2M | 0.32% | 0.47% | New | Q3 2025 |
 GERN | $1.16M | 0.31% | 0.13% | +18.0% | Q4 2024 |