Fund HoldingsPatient Square Capital LP

Total Portfolio Value
$267.37M
Total Bought
$55.62M
Total Sold
$50.46M
Net Transaction
+$5.16M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
INSMED INC(INSM)171,704307,167+135,46312,53421,2077.93%+8,672
ROIVANT SCIENCES LTD(ROIV)12,228,46512,480,000+251,535141,116147,63855.22%+6,522
INTRA-CELLULAR THERAPIES INC.071,990+71,99006,0132.25%+6,013
GERON CORPORATION(GERN)01,321,268+1,321,26804,6771.75%+4,677
AGIOS PHARMACEUTICALS, INC.(AGIO)0121,732+121,73204,0001.50%+4,000
DISC MEDICINE, INC.(IRON)056,400+56,40003,5761.34%+3,576
SPRINGWORKS THERAPEUTICS, INC.093,137+93,13703,3651.26%+3,365
ALLOGENE THERAPEUTICS, INC.01,489,909+1,489,90903,1741.19%+3,174
ENLIVEN THERAPEUTICS INC90,572224,038+133,4662,3135,0411.89%+2,728
MIRUM PHARMACEUTICALS, INC.(MIRM)064,900+64,90002,6841.00%+2,684
OCULAR THERAPEUTIX, INC.(OCUL)235,498470,919+235,4212,0494,0221.50%+1,973
ARVINAS, INC.086,627+86,62701,6610.62%+1,661
SCHOLAR ROCK HOLDING CORPORATION(SRRK)032,000+32,00001,3830.52%+1,383
NURIX THERAPEUTICS, INC.(NRIX)325,789446,296+120,5077,3208,4083.14%+1,088
ASTRIA THERAPEUTICS INC39,422105,057+65,6354349390.35%+505
INTELLIA THERAPEUTICS, INC.(NTLA)128,569215,981+87,4122,6422,5180.94%-124
EYEPOINT PHARMACEUTICALS(EYPT)1,361,9791,410,331+48,35210,88210,5073.93%-375
PHARVARIS N V
COM
242,341207,603-34,7384,4883,9801.49%-508
CULLINAN THERAPEUTICS INC(CGEM)824,705878,897+54,19213,80610,7054.00%-3,101
LIQUIDIA CORPORATION(LQDA)7,182,5321,860,371-5,322,16171,82521,8788.18%-49,947
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