Jones Hill Capital LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Jones Hill Capital LP reported 26 stock positions worth $466.5 million. Its top holding was Biomarin Pharmaceutical (BMRN) at 15.4% of the portfolio, followed by Vertex Pharmaceuticals (VRTX, 10.4%) and Vaxcyte (PCVX, 8.0%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002102314
- Portfolio Value
- $466.5M (Q1 2026)
- SEC Filing
- 0002102314-26-000003 ↗ filed May 14, 2026
Holdings Value
Holdings 26 stocks · $466.5M
| BMRN Biomarin Pharmaceutical Inc. | 15.36% | 1,268,390 | $71.7M | — |
| VRTX Vertex Pharmaceuticals Inc. | 10.40% | 108,603 | $48.5M | — |
| PCVX Vaxcyte Inc. | 8.03% | 644,831 | $37.5M | — |
| NUVL Nuvalent Inc. Class A | 6.61% | 300,830 | $30.8M | — |
| CAPR Capricor Therapeutics Inc. | 5.93% | 909,207 | $27.6M | — |
| TERN Terns Pharmaceuticals Inc. | 5.89% | 521,237 | $27.5M | — |
| BCAX Bicara Therapeutics Inc. | 5.37% | 1,260,136 | $25.1M | — |
| ANIP Ani Pharmaceuticals Inc. | 5.25% | 318,591 | $24.5M | — |
| RARE Ultragenyx Pharmaceutical Inc. | 5.23% | 1,165,557 | $24.4M | — |
| ELVN Enliven Therapeutics Inc. | 4.98% | 593,040 | $23.2M | — |
| AMLX Amylyx Pharmaceuticals Inc. | 4.76% | 1,598,794 | $22.2M | — |
| ARGX Argenx SE - ADR | 4.07% | 25,995 | $19.0M | — |
| FULC Fulcrum Therapeutics Inc. | 2.91% | 1,771,926 | $13.6M | — |
| VIR Vir Biotechnology Inc. | 2.30% | 1,198,213 | $10.7M | — |
| NUVB Nuvation Bio Inc. | 2.19% | 2,383,031 | $10.2M | — |
| ORKA Oruka Therapeutics Inc. | 1.48% | 140,843 | $6.9M | — |
| CTNM Contineum Therapeutics Inc. Class A | 1.44% | 513,053 | $6.7M | — |
| MANE Veradermics Inc. | 1.37% | 100,843 | $6.4M | — |
| TNXP Tonix Pharmaceuticals Holdin | 1.33% | 452,116 | $6.2M | — |
| GPCR Structure Therapeutics Inc. | 1.04% | 100,593 | $4.8M | — |
| TRDA Entrada Therapeutics Inc. | 1.01% | 374,010 | $4.7M | — |
| PHVS Pharvaris NV | 1.01% | 167,014 | $4.7M | — |
| TRVI Trevi Therapeutics Inc. | 0.95% | 370,175 | $4.4M | — |
| RLMD Relmada Therapeutics Inc. | 0.51% | 342,752 | $2.4M | — |
| SLN Silence Therapeutics PLC-ADR | 0.34% | 301,604 | $1.6M | — |
| AVBP Arrivent Biopharma Inc. | 0.23% | 45,809 | $1.1M | — |
Portfolio Sells Q1 2026
No earlier filing to compare with.
Portfolio Buys Q1 2026
No earlier filing to compare with.