Nan Fung Group Holdings Ltd

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Nan Fung Group Holdings Ltd reported 25 stock positions worth $131.5 million. Its top holding was Maplight Therapeutics (MPLT) at 26.5% of the portfolio, followed by LB Pharmaceuticals (LBRX, 15.6%) and Evommune (EVMN, 14.6%). Compared with Q1 2026, it opened 1 new position, added to 1 and reduced 2. The biggest buy was Cybin (HELP, shares +115%) and the biggest sale Oculis (OCS, shares −14%).

Most Recent 13F
Q2 2026
Location
KAI TAK, K3
CIK
0001782539
Portfolio Value
$131.5M (Q2 2026)
SEC Filing
0001012975-26-000761 ↗ filed Aug 13, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $107.9M Q1 2024 Q2 2024: $93.7M Q2 2024 Q3 2024: $116.1M Q3 2024 Q4 2024: $116.9M Q4 2024 Q1 2025: $122.6M Q1 2025 Q2 2025: $63.4M Q2 2025 Q3 2025: $59.6M Q3 2025 Q4 2025: $111.7M Q4 2025 Q1 2026: $121.3M Q1 2026 Q2 2026: $131.5M $131.5M Q2 2026

Holdings 25 stocks · $131.5M
MPLT Maplight Therapeutics Inc. 26.47% 971,253 $34.8M No change
LBRX LB Pharmaceuticals Inc. 15.57% 630,657 $20.5M No change
EVMN Evommune Inc. 14.56% 1,441,032 $19.2M No change
HELP Cybin Inc. 4.96% 987,222 $6.5M Add +114.6%
INCY Incyte Corp. 4.63% 53,742 $6.1M No change
RYTM Rhythm Pharmaceuticals Inc. 4.15% 49,120 $5.5M No change
ONC Beone Medicines Ltd.-ADR 3.41% 15,722 $4.5M No change
OCS Oculis Holding AG 3.17% 300,565 $4.2M Reduce -14.3%
ASND Ascendis Pharma A/S 2.76% 13,600 $3.6M No change
RVMD Revolution Medicines Inc. 2.74% 19,253 $3.6M No change
KYMR Kymera Therapeutics Inc. 2.69% 30,875 $3.5M No change
MDGL Madrigal Pharmaceuticals Inc. 2.32% 5,672 $3.0M No change
CELC Celcuity Inc. 2.25% 28,300 $3.0M No change
ACAD Acadia Pharmaceuticals Inc. 1.98% 102,984 $2.6M No change
ARGX Argenx SE - ADR 1.98% 2,800 $2.6M No change
RXRX Recursion Pharmaceuticals-A 1.66% 595,287 $2.2M No change
PCOR Procore Technologies Inc. 1.65% 53,299 $2.2M No change
HRMY Harmony Biosciences Holdings 0.75% 27,049 $985K No change
INSM Insmed Inc. 0.53% 6,580 $702K No change
ETHA iShares Ethereum Trust ETF 0.46% 50,549 $601K No change
IBIT iShares Bitcoin Trust ETF 0.40% 15,968 $532K No change
CHYM Chime Financial Inc. Class A 0.33% 21,075 $432K New
RANI Rani Therapeutics Holdings Class A 0.29% 493,584 $375K No change
TRDA Entrada Therapeutics Inc. 0.27% 49,082 $361K No change
BOLT Bolt Biotherapeutics Inc. 0.01% 5,000 $19K Reduce -82.9%

Portfolio Sells Q1 2026 → Q2 2026
OCS Oculis Holding AG Reduce -14.3% 3.17% −4.52
BOLT Bolt Biotherapeutics Inc. Reduce -82.9% 0.01% −0.08

Portfolio Buys Q1 2026 → Q2 2026
HELP Cybin Inc. Add +114.6% 4.96% +3.14
CHYM Chime Financial Inc. Class A New 0.33% +0.33

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 25$131.5MMPLT, LBRX, EVMN, HELP, INCY
Q1 2026 24$121.3MEVMN, MPLT, LBRX, OCS, INCY
Q4 2025 27$111.7MEVMN, MPLT, OCS, MDGL, LBRX
Q3 2025 24$59.6MOCS, MDGL, ONC, INCY, RYTM
Q2 2025 20$63.4MHRMY, ILMN, OCS, INCY, ONC
Q1 2025 35$122.6MHRMY, OCS, ILMN, VRNA, ZLAB
Q4 2024 35$116.9MILMN, HRMY, OCS, VRNA, ZLAB
Q3 2024 38$116.1MILMN, HRMY, GERN, MRUS, ZLAB
Q2 2024 44$93.7MILMN, HRMY, MRUS, GERN, OCS
Q1 2024 45$107.9MILMN, HRMY, ALPN, OCS, LAB