Medicxi Ventures Management (Jersey) Ltd

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), Medicxi Ventures Management (Jersey) Ltd reported 3 stock positions worth $177.4 million. Its top holding was Phathom Pharmaceuticals (PHAT) at 45.6% of the portfolio, followed by Newamsterdam Pharma (NAMS, 42.2%) and Aura Biosciences (AURA, 12.2%). Compared with Q1 2026, it sold out of 1 and reduced 1. The biggest sale was an exit from Centessa Pharmaceuticals (CNTA).

Most Recent 13F
Q2 2026
Location
ST. HELIER, Y9
CIK
0001715579
Portfolio Value
$177.4M (Q2 2026)
SEC Filing
0001193125-26-332000 ↗ filed Aug 4, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $449.2M Q1 2024 Q2 2024: $335.3M Q2 2024 Q3 2024: $528.9M Q3 2024 Q4 2024: $529.0M Q4 2024 Q1 2025: $437.7M Q1 2025 Q2 2025: $427.3M Q2 2025 Q3 2025: $744.4M Q3 2025 Q4 2025: $835.0M Q4 2025 Q1 2026: $981.8M Q1 2026 Q2 2026: $177.4M $177.4M Q2 2026

Holdings 3 stocks · $177.4M
PHAT Phathom Pharmaceuticals Inc. 45.65% 7,464,572 $81.0M No change
NAMS Newamsterdam Pharma Co. NV 42.19% 2,208,639 $74.9M Reduce -17.4%
AURA Aura Biosciences Inc. 12.16% 3,039,892 $21.6M No change

Portfolio Sells Q1 2026 → Q2 2026
CNTA Centessa Pharmaceuticals Ltd. Sold out 0.00% −80.76
NAMS Newamsterdam Pharma Co. NV Reduce -17.4% 42.19% +33.47

Portfolio Buys Q1 2026 → Q2 2026
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$177.4MPHAT, NAMS, AURA
Q1 2026 4$981.8MCNTA, NAMS, PHAT, AURA
Q4 2025 5$835.0MCNTA, PHAT, NAMS, RAPT THERAPEUTICS INC, AURA
Q3 2025 5$744.4MCNTA, PHAT, NAMS, RAPT THERAPEUTICS INC, AURA
Q2 2025 5$427.3MCNTA, PHAT, NAMS, RAPT, AURA
Q1 2025 5$437.7MCNTA, NAMS, PHAT, RAPT THERAPEUTICS INC, AURA
Q4 2024 5$529.0MCNTA, NAMS, PHAT, RAPT THERAPEUTICS INC, AURA
Q3 2024 4$528.9MCNTA, PHAT, NAMS, AURA
Q2 2024 4$335.3MCNTA, PHAT, NAMS, AURA
Q1 2024 5$449.2MCNTA, PHAT, NAMS, MRUS, AURA