Medicxi Ventures Management (Jersey) Ltd

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 15, 2024), Medicxi Ventures Management (Jersey) Ltd reported 5 stock positions worth $449.2 million. Its top holding was Centessa Pharmaceuticals (CNTA) at 50.2% of the portfolio, followed by Phathom Pharmaceuticals (PHAT, 17.6%) and Newamsterdam Pharma (NAMS, 15.1%). Compared with Q4 2023, it added to 1 and reduced 1. The biggest buy was Phathom Pharmaceuticals (PHAT, shares +98%) and the biggest sale Merus (MRUS, shares −27%).

Most Recent 13F
Q2 2026
Location
ST. HELIER, Y9
CIK
0001715579
Portfolio Value
$449.2M (Q1 2024)
SEC Filing
0000950123-24-003318 ↗ filed Apr 15, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $449.2M $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 Q2 2026

Holdings 5 stocks · $449.2M

CNTA Centessa Pharmaceuticals Ltd. 50.22% 19,963,157 $225.6M No change
PHAT Phathom Pharmaceuticals Inc. 17.65% 7,464,572 $79.3M Add +98.5%
NAMS Newamsterdam Pharma Co. NV 15.11% 2,869,565 $67.9M No change
MRUS Merus NV 11.72% 1,169,028 $52.6M Reduce -26.9%
AURA Aura Biosciences Inc. 5.31% 3,039,892 $23.9M No change

Portfolio Sells Q4 2023 → Q1 2024

MRUS Merus NV Reduce -26.9% 11.72% −3.14

Portfolio Buys Q4 2023 → Q1 2024

PHAT Phathom Pharmaceuticals Inc. Add +98.5% 17.65% +6.06

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