Ishara Investments LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Ishara Investments LP reported 37 stock positions worth $85.9 million. Its top holding was Praxis Precision Medicines I (PRAX) at 13.7% of the portfolio, followed by Xeris Biopharma (XERS, 7.3%) and Biomarin Pharmaceutical (BMRN, 6.9%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0002111609
- Portfolio Value
- $85.9M (Q4 2025)
- SEC Filing
- 0002111609-26-000001 ↗ filed Feb 17, 2026
Holdings Value
Holdings 37 stocks · $85.9M
| PRAX Praxis Precision Medicines I | 13.72% | 40,000 | $11.8M | — |
| XERS Xeris Biopharma Holdings Inc. | 7.31% | 800,000 | $6.3M | — |
| BMRN Biomarin Pharmaceutical Inc. | 6.92% | 100,000 | $5.9M | — |
| FOLD Amicus Therapeutics Inc. | 5.97% | 360,000 | $5.1M | — |
| ACAD Acadia Pharmaceuticals Inc. | 4.97% | 160,000 | $4.3M | — |
| ANNX Annexon Inc. | 4.38% | 750,000 | $3.8M | — |
| NUVB Nuvation Bio Inc. | 4.17% | 400,000 | $3.6M | — |
| BBIO Bridgebio Pharma Inc. | 3.20% | 36,000 | $2.8M | — |
| PTCT PTC Therapeutics Inc. | 3.18% | 36,000 | $2.7M | — |
| UTHR United Therapeutics Corp. | 3.12% | 5,500 | $2.7M | — |
| BCRX Biocryst Pharmaceuticals Inc. | 2.72% | 300,000 | $2.3M | — |
| PCVX Vaxcyte Inc. | 2.68% | 50,000 | $2.3M | — |
| GMAB Genmab A/S -SP ADR | 2.51% | 70,000 | $2.2M | — |
| SNDX Syndax Pharmaceuticals Inc. | 2.45% | 100,000 | $2.1M | — |
| VSTM Verastem Inc. | 2.43% | 270,000 | $2.1M | — |
| TARS Tarsus Pharmaceuticals Inc. | 2.29% | 24,000 | $2.0M | — |
| APOG Apogee Enterprises Inc. | 2.20% | 25,000 | $1.9M | — |
| ZNTL Zentalis Pharmaceuticals Inc. | 2.07% | 1,320,000 | $1.8M | — |
| INSM Insmed Inc. | 2.03% | 10,000 | $1.7M | — |
| SLN Silence Therapeutics PLC-ADR | 1.70% | 240,000 | $1.5M | — |
| EWTX Edgewise Therapeutics Inc. | 1.68% | 58,000 | $1.4M | — |
| BEAM Beam Therapeutics Inc. | 1.61% | 50,000 | $1.4M | — |
| ORIC Oric Pharmaceuticals Inc. | 1.52% | 160,000 | $1.3M | — |
| APLS Apellis Pharmaceuticals Inc. | 1.46% | 50,000 | $1.3M | — |
| DNLI Denali Therapeutics Inc. | 1.34% | 70,000 | $1.2M | — |
| RARE Ultragenyx Pharmaceutical Inc. | 1.34% | 50,000 | $1.1M | — |
| ASND Ascendis Pharma A/S | 1.24% | 5,000 | $1.1M | — |
| NAMS Newamsterdam Pharma Co. NV | 1.22% | 30,000 | $1.1M | — |
| LXRX Lexicon Pharmaceuticals Inc. | 1.18% | 880,000 | $1.0M | — |
| BHVN Biohaven Ltd. | 1.16% | 88,000 | $994K | — |
| DNTH Dianthus Therapeutics Inc. | 1.15% | 24,000 | $989K | — |
| NKTR Nektar Therapeutics | 0.98% | 20,000 | $846K | — |
| IMTX Immatics NV | 0.98% | 80,000 | $840K | — |
| AGIO Agios Pharmaceuticals Inc. | 0.95% | 30,000 | $817K | — |
| IMVT Immunovant Inc. | 0.89% | 30,000 | $763K | — |
| OLMA Olema Pharmaceuticals Inc. | 0.87% | 30,000 | $750K | — |
| ARQT Arcutis Biotherapeutics Inc. | 0.41% | 12,000 | $348K | — |
Options reported separately and not counted above: CORT calls ($1.5M).
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.