Saturn V Capital Management LP
Net buyer this quarter
$697M
23
+$44.8M
75.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMLX | $83M | 11.91% | 4.15% | +6.3% | Q3 2023 |
 ALMS | $82M | 11.76% | Not reported | -9.0% | Q4 2025 |
 ABVX | $69.1M | 9.91% | 0.66% | -4.4% | Q1 2024 |
 PCVX | $49.6M | 7.11% | 0.59% | +3.4% | Q1 2024 |
 IMMX | $48M | 6.89% | 6.51% | +26.1% | Q4 2025 |
 PHVS | $45.4M | 6.52% | 2.02% | +9.4% | Q3 2025 |
 JAZZ | $38.8M | 5.56% | 0.26% | -1.2% | Q2 2025 |
 CELC | $38.7M | 5.55% | 0.76% | +31.4% | Q2 2024 |
 IRON | $38.4M | 5.50% | 1.37% | +16.6% | Q4 2023 |
 CADL | $34M | 4.88% | 4.34% | +14.1% | Q1 2026 |
 XFOR | $32.6M | 4.67% | 7.26% | +8.0% | Q4 2025 |
 MNPR | $28.9M | 4.14% | 4.65% | -9.7% | Q3 2025 |
 DYN | $23.5M | 3.37% | 0.64% | +9.4% | Q2 2025 |
 TRVI | $19.6M | 2.81% | 0.74% | New | Q2 2026 |
 ZURA | $12.4M | 1.78% | 2.20% | +184.0% | Q1 2026 |
 SGMT | $11.4M | 1.64% | 4.82% | New | Q2 2026 |
 OCS | $9.5M | 1.36% | Not reported | +32.5% | Q4 2025 |
 IKT | $7.85M | 1.13% | 2.93% | +0.2% | Q4 2025 |
 VIR | $7.85M | 1.13% | 0.46% | New | Q2 2026 |
 IVVD | $7.32M | 1.05% | 2.85% | -23.4% | Q4 2025 |
 ANRO | $4.82M | 0.69% | 0.52% | +105.4% | Q1 2026 |
 MSLE | $2.72M | 0.39% | 27.17% | Not reported | Q1 2026 |
 OVID | $1.78M | 0.26% | 0.36% | -84.1% | Q4 2025 |
| Q1 2026 | |||||
| ALMS | $70.5M | 12.77% | Not reported | +2.1% | Q4 2025 |
| AMLX | $60.5M | 10.95% | 3.92% | -3.3% | Q3 2023 |
| ABVX | $60.4M | 10.94% | 0.69% | -16.4% | Q1 2024 |
| PCVX | $47.9M | 8.68% | 0.57% | +3.2% | Q1 2024 |
| PHVS | $33.9M | 6.15% | 1.84% | +5.4% | Q3 2025 |
| IMMX | $33.6M | 6.09% | 6.97% | +23.2% | Q4 2025 |
| CELC | $32.2M | 5.83% | 0.58% | -11.1% | Q2 2024 |
| JAZZ | $30.8M | 5.58% | 0.26% | -34.3% | Q2 2025 |
| IRON | $28.8M | 5.21% | 1.18% | +50.8% | Q4 2023 |
| XFOR | $26.7M | 4.83% | 6.85% | +11.3% | Q4 2025 |
 COGT | $24.1M | 4.37% | 0.37% | -48.5% | Q2 2023 |
| MNPR | $18.9M | 3.43% | 5.16% | +6.1% | Q3 2025 |
| DYN | $17.5M | 3.17% | 0.59% | -46.0% | Q2 2025 |
| IVVD | $14.2M | 2.58% | 3.87% | +41.6% | Q4 2025 |
| CADL | $14.2M | 2.57% | 3.95% | New | Q1 2026 |
| OCS | $13.7M | 2.49% | Not reported | Not reported | Q4 2025 |
| OVID | $9.25M | 1.68% | 2.49% | +66.7% | Q4 2025 |
| IKT | $6.49M | 1.18% | 2.93% | +0.2% | Q4 2025 |
| ZURA | $4.4M | 0.80% | 0.78% | New | Q1 2026 |
| ANRO | $2M | 0.36% | 0.25% | New | Q1 2026 |
| MSLE | $1.97M | 0.36% | 27.17% | New | Q1 2026 |
| Q4 2025 | |||||
| ABVX | $87.5M | 16.07% | 0.83% | -19.0% | Q1 2024 |
| AMLX | $54.3M | 9.97% | 4.09% | -2.4% | Q3 2023 |
| COGT | $43.2M | 7.93% | 0.76% | -39.9% | Q2 2023 |
| JAZZ | $42.2M | 7.74% | 0.40% | -17.5% | Q2 2025 |
| PCVX | $36.9M | 6.77% | 0.61% | +1.3% | Q1 2024 |
| DYN | $35M | 6.42% | 1.08% | -33.1% | Q2 2025 |
| PHVS | $31.6M | 5.81% | 1.75% | +28.6% | Q3 2025 |
| CELC | $31.6M | 5.80% | 0.66% | -33.1% | Q2 2024 |
| ALMS | $30.6M | 5.62% | Not reported | New | Q4 2025 |
| IRON | $23.7M | 4.35% | 0.79% | -12.5% | Q4 2023 |
| XFOR | $23.2M | 4.26% | 6.38% | New | Q4 2025 |
| MNPR | $21.3M | 3.90% | 4.87% | +109.6% | Q3 2025 |
| IVVD | $19.1M | 3.51% | 2.74% | New | Q4 2025 |
 OCUL | $18.3M | 3.35% | 0.70% | +30.7% | Q4 2024 |
| IMMX | $15.7M | 2.88% | 5.66% | New | Q4 2025 |
| OCS | $10.3M | 1.89% | Not reported | New | Q4 2025 |
| IKT | $7.91M | 1.45% | 2.93% | New | Q4 2025 |
| CNTA | $7.07M | 1.30% | 0.19% | -61.5% | Q1 2025 |
| OVID | $4.08M | 0.75% | 1.92% | New | Q4 2025 |
 IVA | $1.32M | 0.24% | 0.15% | New | Q4 2025 |
| Q3 2025 | |||||
| ABVX | $68M | 14.92% | 1.26% | +28.7% | Q1 2024 |
| AMLX | $62.6M | 13.72% | 4.20% | +41.2% | Q3 2023 |
| JAZZ | $39.6M | 8.69% | 0.50% | +45.3% | Q2 2025 |
| DYN | $33.8M | 7.42% | 1.88% | +83.8% | Q2 2025 |
| COGT | $29.1M | 6.38% | 1.45% | -11.9% | Q2 2023 |
| PCVX | $28.4M | 6.23% | 0.61% | +44.9% | Q1 2024 |
| CELC | $23.4M | 5.13% | 1.09% | -60.0% | Q2 2024 |
 CGON | $23.4M | 5.12% | 0.74% | -1.2% | Q3 2024 |
| IRON | $22.5M | 4.94% | 0.97% | -13.9% | Q4 2023 |
| PHVS | $22.1M | 4.85% | 1.63% | New | Q3 2025 |
 XENE | $20.2M | 4.44% | 0.65% | +7.5% | Q4 2024 |
| CNTA | $17.8M | 3.91% | 0.55% | -7.4% | Q1 2025 |
| MRUS | $17.3M | 3.80% | 0.24% | -17.9% | Q3 2023 |
 LENZ | $17.1M | 3.76% | 1.29% | +7.6% | Q2 2025 |
| OCUL | $13.5M | 2.95% | 0.66% | +58.1% | Q4 2024 |
| MNPR | $12.7M | 2.78% | 2.33% | New | Q3 2025 |
 NAMS | $4.36M | 0.96% | 0.14% | -30.6% | Q4 2024 |