Jones Hill Capital LP
Net seller this quarter
$470M
29
-$66.1M
68.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BMRN | $81.9M | 17.42% | 0.74% | +12.9% | Q1 2026 |
 GILD | $43.3M | 9.21% | 0.03% | New | Q2 2026 |
 ARQT | $28.6M | 6.07% | 0.87% | New | Q2 2026 |
 MDGL | $28.2M | 6.00% | 0.23% | New | Q2 2026 |
| BCAX | $26.5M | 5.63% | 1.35% | -29.2% | Q1 2026 |
 RLMD | $25.3M | 5.38% | 3.43% | +966.4% | Q1 2026 |
 TRVI | $25M | 5.31% | 0.94% | +261.8% | Q1 2026 |
 PHVS | $23.4M | 4.98% | 1.04% | +305.9% | Q1 2026 |
 XENE | $22.2M | 4.72% | 0.38% | New | Q2 2026 |
 ANIP | $19.4M | 4.11% | 1.04% | -26.6% | Q1 2026 |
 IMCR | $16.3M | 3.46% | 1.00% | New | Q2 2026 |
 AMLX | $16.1M | 3.41% | 0.80% | -44.1% | Q1 2026 |
 INSM | $13M | 2.77% | 0.06% | New | Q2 2026 |
| NUVL | $12.2M | 2.58% | 3.15% | -67.3% | Q1 2026 |
 CAPR | $10.1M | 2.15% | 0.72% | -53.7% | Q1 2026 |
 ACRS | $9.31M | 1.98% | 1.26% | New | Q2 2026 |
 IMUX | $8.3M | 1.76% | 3.96% | New | Q2 2026 |
 ORIC | $8.09M | 1.72% | 0.72% | New | Q2 2026 |
 TNXP | $7.98M | 1.70% | 3.72% | +38.3% | Q1 2026 |
 SNDX | $7.43M | 1.58% | 0.38% | New | Q2 2026 |
 OLMA | $7.18M | 1.53% | 0.66% | New | Q2 2026 |
 VIR | $6.72M | 1.43% | 0.39% | -45.0% | Q1 2026 |
 CRBP | $6.13M | 1.30% | 3.50% | New | Q2 2026 |
 DNTH | $5.57M | 1.18% | 0.10% | New | Q2 2026 |
 VRTX | $5.53M | 1.17% | 0.00% | -89.8% | Q1 2026 |
 ELVN | $2.53M | 0.54% | 0.07% | -91.6% | Q1 2026 |
 GPCR | $2.18M | 0.46% | 0.02% | -59.7% | Q1 2026 |
 PHAT | $1.75M | 0.37% | 0.20% | New | Q2 2026 |
 ACHV | $175K | 0.04% | 0.03% | New | Q2 2026 |
| Q1 2026 | |||||
| BMRN | $71.7M | 15.36% | 0.66% | New | Q1 2026 |
| VRTX | $48.5M | 10.40% | 0.04% | New | Q1 2026 |
 PCVX | $37.5M | 8.03% | 0.45% | New | Q1 2026 |
| NUVL | $30.8M | 6.61% | 9.61% | New | Q1 2026 |
| CAPR | $27.6M | 5.93% | 1.58% | New | Q1 2026 |
| TERN | $27.5M | 5.89% | 0.45% | New | Q1 2026 |
| BCAX | $25.1M | 5.37% | 1.92% | New | Q1 2026 |
| ANIP | $24.5M | 5.25% | 1.42% | New | Q1 2026 |
 RARE | $24.4M | 5.23% | 1.19% | New | Q1 2026 |
| ELVN | $23.2M | 4.98% | 0.97% | New | Q1 2026 |
| AMLX | $22.2M | 4.76% | 1.44% | New | Q1 2026 |
 ARGX | $19M | 4.07% | 0.04% | New | Q1 2026 |
 FULC | $13.6M | 2.91% | 2.66% | New | Q1 2026 |
| VIR | $10.7M | 2.30% | 0.74% | New | Q1 2026 |
 NUVB | $10.2M | 2.19% | 0.69% | New | Q1 2026 |
 ORKA | $6.91M | 1.48% | 0.28% | New | Q1 2026 |
 CTNM | $6.7M | 1.44% | 2.22% | New | Q1 2026 |
 MANE | $6.37M | 1.37% | 0.27% | New | Q1 2026 |
| TNXP | $6.22M | 1.33% | 3.18% | New | Q1 2026 |
| GPCR | $4.85M | 1.04% | 0.05% | New | Q1 2026 |
 TRDA | $4.72M | 1.01% | 0.96% | New | Q1 2026 |
| PHVS | $4.72M | 1.01% | 0.26% | New | Q1 2026 |
| TRVI | $4.42M | 0.95% | 0.29% | New | Q1 2026 |
| RLMD | $2.39M | 0.51% | 0.33% | New | Q1 2026 |
 SLN | $1.59M | 0.34% | 0.21% | New | Q1 2026 |
 AVBP | $1.06M | 0.23% | 0.10% | New | Q1 2026 |