Institutional Fund
Patient Square Capital LP
Menlo Park, CACIK 18192575 filings on record
Portfolio Value
$563.61M
Q1 2026
Holdings
29
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+20.7%
from $467.13M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Roivant Sciences Ltd40.1%
- Argenx Se4.8%
- Insmed Inc4.6%
- Beone Medicines Ltd4.2%
- Cogent Biosciences Inc4.1%
- Mirum Pharmaceuticals Inc3.8%
- Other38.5%
Portfolio Holdings
29 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Roivant Sciences Ltd | 8.17M | $226.20M | 40.1% | 0 | Held |
| 2 | Argenx Se | 36.7K | $26.81M | 4.8% | +10.7K | Added |
| 3 | Insmed Inc | 157.5K | $25.75M | 4.6% | −109.5K | Reduced |
| 4 | Beone Medicines Ltd | 80.5K | $23.92M | 4.2% | +11.2K | Added |
| 5 | Cogent Biosciences Inc | 596.0K | $22.94M | 4.1% | +278.6K | Added |
| 6 | Mirum Pharmaceuticals Inc | 230.0K | $21.25M | 3.8% | −68.7K | Reduced |
| 7 | Belite Bio Inc | 116.7K | $18.60M | 3.3% | +116.7K | New |
| 8 | Legend Biotech Corp | 990.0K | $17.91M | 3.2% | +990.0K | New |
| 9 | Nektar Therapeutics | 210.0K | $15.11M | 2.7% | +210.0K | New |
| 10 | Dbv Technologies S A | 693.5K | $14.49M | 2.6% | +334.5K | Added |
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