AIHC Capital Management Ltd

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), AIHC Capital Management Ltd reported 4 stock positions worth $104.2 million. Its top holding was Revolution Medicines (RVMD) at 54.5% of the portfolio, followed by Oric Pharmaceuticals (ORIC, 39.8%) and Novabridge Biosciences (NBP, 5.4%). Compared with Q1 2026, it sold out of 1, added to 2 and reduced 1. The biggest buy was Oric Pharmaceuticals (ORIC, shares +56%) and the biggest sale Revolution Medicines (RVMD, shares −63%).

Most Recent 13F
Q2 2026
Location
CENTRAL, K3
CIK
0002103725
Portfolio Value
$104.2M (Q2 2026)
SEC Filing
0001172661-26-003381 ↗ filed Aug 13, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2025: $106.7M Q4 2025 Q1 2026: $119.7M Q1 2026 Q2 2026: $104.2M $104.2M Q2 2026

Holdings 4 stocks · $104.2M
RVMD Revolution Medicines Inc. 54.46% 303,133 $56.8M Reduce -63.4%
ORIC Oric Pharmaceuticals Inc. 39.77% 3,828,460 $41.5M Add +55.7%
NBP Novabridge Biosciences 5.38% 2,878,033 $5.6M Add +27.2%
KRRO Korro Bio Inc. 0.38% 30,265 $399K No change

Portfolio Sells Q1 2026 → Q2 2026
RVMD Revolution Medicines Inc. Reduce -63.4% 54.46% −12.91
COGT Cogent Biosciences Inc. Sold out 0.00% −1.65

Portfolio Buys Q1 2026 → Q2 2026
ORIC Oric Pharmaceuticals Inc. Add +55.7% 39.77% +13.73
NBP Novabridge Biosciences Add +27.2% 5.38% +0.73

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$104.2MRVMD, ORIC, NBP, KRRO
Q1 2026 5$119.7MRVMD, ORIC, NBP, COGT, KRRO
Q4 2025 6$106.7MRVMD, PTGX, AVBP, COGT, NBP