Institutional Fund
Trails Edge Capital Partners, LP
Atlanta, GACIK 20772472 filings on record
Portfolio Value
$424.90M
Q1 2026
Holdings
26
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+5.0%
from $404.74M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vaxcyte Inc9.1%
- Definium Therapeutics Inc7.7%
- Lb Pharmaceuticals Inc7.7%
- Mirum Pharmaceuticals Inc7.2%
- Nurix Therapeutics Inc6.4%
- Xenon Pharmaceuticals Inc6.0%
- Other55.9%
Portfolio Holdings
26 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vaxcyte Inc | 662.5K | $38.50M | 9.1% | −75.0K | Reduced |
| 2 | Definium Therapeutics Inc | 1.74M | $32.85M | 7.7% | +1.74M | New |
| 3 | Lb Pharmaceuticals Inc | 1.32M | $32.54M | 7.7% | −76.2K | Reduced |
| 4 | Mirum Pharmaceuticals Inc | 333.3K | $30.79M | 7.2% | +301.4K | Added |
| 5 | Nurix Therapeutics Inc | 1.74M | $27.02M | 6.4% | 0 | Held |
| 6 | Xenon Pharmaceuticals Inc | 440.0K | $25.59M | 6.0% | −157.1K | Reduced |
| 7 | Revolution Medicines Inc | 245.0K | $23.83M | 5.6% | +245.0K | New |
| 8 | Arcus Biosciences Inc | 1.05M | $22.64M | 5.3% | +131.6K | Added |
| 9 | Immunocore Hldgs PLC | 682.6K | $20.58M | 4.8% | 0 | Held |
| 10 | Cytokinetics Inc | 300.0K | $19.77M | 4.7% | +300.0K | New |
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