Ishara Investments LP
Net buyer this quarter
$136M
41
+$21.2M
51.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ACAD | $10.4M | 7.62% | 0.24% | +233.3% | Q4 2025 |
 XERS | $9.74M | 7.16% | 0.71% | +20.0% | Q4 2025 |
 BMRN | $8.21M | 6.03% | 0.07% | +75.0% | Q4 2025 |
 PRAX | $7.55M | 5.55% | 0.08% | Not reported | Q4 2025 |
 RARE | $6.84M | 5.03% | 0.21% | +17.7% | Q4 2025 |
 AGIO | $6.09M | 4.47% | 0.28% | Not reported | Q4 2025 |
 INSM | $5.46M | 4.01% | 0.02% | Not reported | Q4 2025 |
| CRNX | $5.37M | 3.95% | 0.14% | New | Q2 2026 |
 ZNTL | $4.97M | 3.65% | 1.43% | -16.7% | Q4 2025 |
 PCVX | $4.77M | 3.50% | 0.06% | +42.9% | Q4 2025 |
 ANNX | $4.68M | 3.44% | 0.55% | +370.6% | Q4 2025 |
 TVTX | $4.66M | 3.42% | 0.09% | -25.9% | Q1 2026 |
 TNXP | $4.32M | 3.17% | 2.01% | New | Q2 2026 |
 BBIO | $4.28M | 3.14% | 0.03% | Not reported | Q4 2025 |
 AXSM | $4.01M | 2.95% | 0.03% | -60.0% | Q1 2026 |
 CTNM | $3.36M | 2.47% | 0.89% | +44.4% | Q1 2026 |
 LXRX | $3.05M | 2.24% | 0.28% | +40.9% | Q4 2025 |
 KURA | $3.04M | 2.23% | 0.31% | New | Q2 2026 |
 DBVT | $3.03M | 2.22% | 0.06% | +80.0% | Q1 2026 |
 GMAB | $2.82M | 2.07% | Not reported | +25.0% | Q4 2025 |
 CYTK | $2.79M | 2.05% | 0.03% | New | Q2 2026 |
 MLYS | $2.77M | 2.03% | 0.12% | +25.0% | Q1 2026 |
 SLN | $2.43M | 1.79% | 0.04% | -60.6% | Q4 2025 |
 NUVB | $2.1M | 1.54% | 0.11% | Not reported | Q4 2025 |
 WVE | $1.91M | 1.40% | 0.17% | New | Q2 2026 |
 NKTR | $1.86M | 1.37% | 0.13% | Not reported | Q4 2025 |
 SRRK | $1.69M | 1.24% | 0.03% | -46.4% | Q1 2026 |
 ELVN | $1.66M | 1.22% | 0.04% | New | Q2 2026 |
 ALNY | $1.54M | 1.13% | 0.00% | Not reported | Q1 2026 |
 BEAM | $1.41M | 1.03% | 0.04% | -28.6% | Q4 2025 |
 SION | $1.35M | 0.99% | 0.27% | +150.0% | Q1 2026 |
 ORIC | $1.33M | 0.98% | 0.12% | +20.0% | Q4 2025 |
 NAMS | $1.25M | 0.92% | 0.03% | Not reported | Q4 2025 |
 VRTX | $1.22M | 0.90% | 0.00% | New | Q2 2026 |
 SPRY | $1.15M | 0.84% | 0.14% | New | Q2 2026 |
 MNPR | $1.14M | 0.84% | 0.18% | New | Q2 2026 |
 ERAS | $751K | 0.55% | 0.01% | New | Q2 2026 |
 VERA | $440K | 0.32% | 0.01% | -87.5% | Q1 2026 |
 IMTX | $311K | 0.23% | 0.02% | -80.0% | Q4 2025 |
 MREO | $244K | 0.18% | 0.10% | New | Q2 2026 |
 GOSS | $135K | 0.10% | 0.17% | Not reported | Q1 2026 |
| Q1 2026 | |||||
| PRAX | $7.27M | 6.88% | 0.08% | -43.6% | Q4 2025 |
| AXSM | $6.93M | 6.56% | 0.08% | New | Q1 2026 |
| XERS | $5.95M | 5.63% | 0.59% | +28.1% | Q4 2025 |
| KALV | $5.57M | 5.27% | 0.54% | New | Q1 2026 |
| FOLD | $5.34M | 5.05% | 0.12% | +2.5% | Q4 2025 |
| BMRN | $4.63M | 4.39% | 0.04% | -18.0% | Q4 2025 |
 VSTM | $4.35M | 4.11% | 0.93% | +203.7% | Q4 2025 |
| RARE | $3.65M | 3.46% | 0.18% | +248.5% | Q4 2025 |
 ARWR | $3.47M | 3.29% | 0.04% | New | Q1 2026 |
| PCVX | $3.34M | 3.16% | 0.04% | +14.8% | Q4 2025 |
| VERA | $3.3M | 3.12% | 0.13% | New | Q1 2026 |
| TVTX | $3.29M | 3.11% | 0.12% | New | Q1 2026 |
 MLTX | $3.25M | 3.08% | 0.33% | New | Q1 2026 |
| ZNTL | $2.88M | 2.72% | 1.73% | -6.8% | Q4 2025 |
| SRRK | $2.82M | 2.67% | 0.05% | New | Q1 2026 |
| ACAD | $2.74M | 2.59% | 0.07% | -23.1% | Q4 2025 |
 ARDX | $2.7M | 2.56% | 0.18% | New | Q1 2026 |
| MLYS | $2.22M | 2.10% | 0.10% | New | Q1 2026 |
| GMAB | $2.2M | 2.08% | Not reported | +17.1% | Q4 2025 |
| DBVT | $2.14M | 2.03% | 0.03% | New | Q1 2026 |
| CPRX | $2.03M | 1.92% | 0.07% | New | Q1 2026 |
| SION | $1.97M | 1.87% | 0.11% | New | Q1 2026 |
| CTNM | $1.85M | 1.76% | 0.61% | New | Q1 2026 |
| ALNY | $1.7M | 1.61% | 0.00% | New | Q1 2026 |
 LGND | $1.64M | 1.55% | 0.04% | New | Q1 2026 |
 EWTX | $1.55M | 1.47% | 0.05% | -15.2% | Q4 2025 |
| IMTX | $1.51M | 1.43% | 0.11% | +92.2% | Q4 2025 |
| LXRX | $1.41M | 1.33% | 0.21% | +2.5% | Q4 2025 |
| BEAM | $1.37M | 1.29% | 0.06% | +14.8% | Q4 2025 |
| ORIC | $1.3M | 1.23% | 0.10% | -35.9% | Q4 2025 |
| NAMS | $1.18M | 1.12% | 0.03% | +23.0% | Q4 2025 |
| ANNX | $965K | 0.91% | 0.12% | -76.8% | Q4 2025 |
 IDYA | $820K | 0.78% | 0.03% | New | Q1 2026 |
| SLN | $740K | 0.70% | 0.10% | -41.5% | Q4 2025 |
 PTCT | $698K | 0.66% | 0.01% | -71.5% | Q4 2025 |
| GOSS | $269K | 0.26% | 0.35% | New | Q1 2026 |
| Q4 2025 | |||||
| PRAX | $11.8M | 13.48% | 0.16% | New | Q4 2025 |
| XERS | $6.28M | 7.18% | 0.48% | New | Q4 2025 |
| BMRN | $5.94M | 6.80% | 0.05% | New | Q4 2025 |
| FOLD | $5.13M | 5.86% | 0.12% | New | Q4 2025 |
| ACAD | $4.27M | 4.89% | 0.09% | New | Q4 2025 |
| ANNX | $3.77M | 4.31% | 0.50% | New | Q4 2025 |
| NUVB | $3.58M | 4.10% | 0.12% | New | Q4 2025 |
| BBIO | $2.75M | 3.15% | 0.02% | New | Q4 2025 |
| PTCT | $2.73M | 3.13% | 0.04% | New | Q4 2025 |
 UTHR | $2.68M | 3.06% | 0.01% | New | Q4 2025 |
 BCRX | $2.34M | 2.68% | 0.14% | New | Q4 2025 |
| PCVX | $2.31M | 2.64% | 0.04% | New | Q4 2025 |
| GMAB | $2.16M | 2.47% | Not reported | New | Q4 2025 |
 SNDX | $2.1M | 2.40% | 0.11% | New | Q4 2025 |
| VSTM | $2.08M | 2.38% | 0.35% | New | Q4 2025 |
 TARS | $1.97M | 2.25% | 0.06% | New | Q4 2025 |
 APOG | $1.89M | 2.16% | 0.12% | New | Q4 2025 |
| ZNTL | $1.78M | 2.04% | 1.91% | New | Q4 2025 |
| INSM | $1.74M | 1.99% | 0.00% | New | Q4 2025 |
| SLN | $1.46M | 1.67% | 0.17% | New | Q4 2025 |
| EWTX | $1.44M | 1.65% | 0.05% | New | Q4 2025 |
| BEAM | $1.39M | 1.58% | 0.05% | New | Q4 2025 |
| ORIC | $1.31M | 1.50% | 0.16% | New | Q4 2025 |
| APLS | $1.26M | 1.44% | 0.04% | New | Q4 2025 |
 DNLI | $1.16M | 1.32% | 0.04% | New | Q4 2025 |
| RARE | $1.15M | 1.31% | 0.05% | New | Q4 2025 |
 ASND | $1.07M | 1.22% | 0.01% | New | Q4 2025 |
| NAMS | $1.05M | 1.20% | 0.03% | New | Q4 2025 |
| LXRX | $1.01M | 1.16% | 0.24% | New | Q4 2025 |
 BHVN | $994K | 1.14% | 0.07% | New | Q4 2025 |
 DNTH | $989K | 1.13% | 0.06% | New | Q4 2025 |
| NKTR | $846K | 0.97% | 0.10% | New | Q4 2025 |
| IMTX | $840K | 0.96% | 0.06% | New | Q4 2025 |
| AGIO | $817K | 0.93% | 0.05% | New | Q4 2025 |
 IMVT | $763K | 0.87% | 0.01% | New | Q4 2025 |
 OLMA | $750K | 0.86% | 0.04% | New | Q4 2025 |
 ARQT | $348K | 0.40% | 0.01% | New | Q4 2025 |