AIHC Capital Management Ltd

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), AIHC Capital Management Ltd reported 5 stock positions worth $119.7 million. Its top holding was Revolution Medicines (RVMD) at 67.4% of the portfolio, followed by Oric Pharmaceuticals (ORIC, 26.0%) and Novabridge Biosciences (NBP, 4.7%). Compared with Q4 2025, it opened 1 new position, sold out of 2, added to 1 and reduced 2. The biggest buy was a new position in Oric Pharmaceuticals (ORIC) and the biggest sale an exit from Protagonist Therapeutics (PTGX).

Most Recent 13F
Q2 2026
Location
CENTRAL, K3
CIK
0002103725
Portfolio Value
$119.7M (Q1 2026)
SEC Filing
0001172661-26-001629 ↗ filed May 8, 2026

Holdings Value

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

Holdings 5 stocks · $119.7M
RVMD Revolution Medicines Inc. 67.37% 828,974 $80.6M Reduce -7.9%
ORIC Oric Pharmaceuticals Inc. 26.04% 2,459,551 $31.2M New
NBP Novabridge Biosciences 4.65% 2,262,933 $5.6M Add +446.6%
COGT Cogent Biosciences Inc. 1.65% 51,402 $2.0M Reduce -48.6%
KRRO Korro Bio Inc. 0.29% 30,265 $343K No change

Portfolio Sells Q4 2025 → Q1 2026
PTGX Protagonist Therapeutics Inc. Sold out 0.00% −15.54
AVBP Arrivent Biopharma Inc. Sold out 0.00% −12.16
COGT Cogent Biosciences Inc. Reduce -48.6% 1.65% −1.68
RVMD Revolution Medicines Inc. Reduce -7.9% 67.37% +0.16

Portfolio Buys Q4 2025 → Q1 2026
ORIC Oric Pharmaceuticals Inc. New 26.04% +26.04
NBP Novabridge Biosciences Add +446.6% 4.65% +3.11

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