Saturn V Capital Management LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Saturn V Capital Management LP reported 21 stock positions worth $249.4 million. Its top holding was Crinetics Pharmaceuticals (CRNX) at 12.4% of the portfolio, followed by Argenx SE - ADR (ARGX, 10.4%) and Cytokinetics (CYTK, 7.4%). Compared with Q4 2023, it opened 5 new positions, sold out of 7, added to 5 and reduced 10. The biggest buy was a new position in Vaxcyte (PCVX) and the biggest sale Cytokinetics (CYTK, shares −41%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001964437
- Portfolio Value
- $249.4M (Q1 2024)
- SEC Filing
- 0001964437-24-000004 ↗ filed May 15, 2024
Holdings Value
Holdings 21 stocks · $249.4M
| CRNX Crinetics Pharmaceuticals Inc. | 12.39% | 660,143 | $30.9M | Reduce -16.1% |
| ARGX Argenx SE - ADR | 10.35% | 65,597 | $25.8M | Add +28.2% |
| CYTK Cytokinetics Inc. | 7.41% | 263,701 | $18.5M | Reduce -41.2% |
| KALV Kalvista Pharmaceuticals Inc. | 6.86% | 1,441,952 | $17.1M | Reduce -20.2% |
| MRUS Merus NV | 6.80% | 376,629 | $17.0M | Reduce -3.3% |
| IRON Disc Medicine Inc. | 6.36% | 254,803 | $15.9M | Add +293.3% |
| ASND Ascendis Pharma A/S | 6.27% | 103,428 | $15.6M | Reduce -21.5% |
| ANAB Anaptysbio Inc. | 5.29% | 586,031 | $13.2M | Reduce -11.8% |
| PCVX Vaxcyte Inc. | 5.07% | 185,175 | $12.6M | New |
| COGT Cogent Biosciences Inc. | 4.30% | 1,595,021 | $10.7M | Add +110.8% |
| FOLD Amicus Therapeutics Inc. | 4.24% | 898,381 | $10.6M | Add +349.3% |
| BMRN Biomarin Pharmaceutical Inc. | 4.17% | 119,188 | $10.4M | No change |
| SNDX Syndax Pharmaceuticals Inc. | 3.80% | 397,997 | $9.5M | Reduce -23.3% |
| ABVX Abivax SA-ADR | 3.57% | 622,970 | $8.9M | New |
| IRWD Ironwood Pharmaceuticals Inc. | 3.30% | 944,912 | $8.2M | New |
| PHAT Phathom Pharmaceuticals Inc. | 2.13% | 500,987 | $5.3M | Add +213.0% |
| ITOS Iteos Therapeutics Inc. | 2.12% | 387,095 | $5.3M | Reduce -53.3% |
| APLS Apellis Pharmaceuticals Inc. | 1.68% | 71,463 | $4.2M | Reduce -50.0% |
| GERN Geron Corp. | 1.49% | 1,123,995 | $3.7M | New |
| MORF Morphic Holding Inc. | 1.21% | 85,632 | $3.0M | Reduce -59.7% |
| CABA Cabaletta Bio Inc. | 1.18% | 173,173 | $3.0M | New |
Portfolio Sells Q4 2023 → Q1 2024
| CYTK Cytokinetics Inc. | Reduce -41.2% | 7.41% | −6.91 |
| CBAY Cymabay Therapeutics Inc. | Sold out | 0.00% | −6.78 |
| AMLX Amylyx Pharmaceuticals Inc. | Sold out | 0.00% | −6.19 |
| BIIB Biogen Inc. | Sold out | 0.00% | −3.22 |
| ATXS Astria Therapeutics Inc. | Sold out | 0.00% | −2.91 |
| KALV Kalvista Pharmaceuticals Inc. | Reduce -20.2% | 6.86% | −1.62 |
| APLS Apellis Pharmaceuticals Inc. | Reduce -50.0% | 1.68% | −1.59 |
| ITOS Iteos Therapeutics Inc. | Reduce -53.3% | 2.12% | −1.35 |
| MORF Morphic Holding Inc. | Reduce -59.7% | 1.21% | −1.14 |
| ALNY Alnylam Pharmaceuticals Inc. | Sold out | 0.00% | −0.76 |
| SNDX Syndax Pharmaceuticals Inc. | Reduce -23.3% | 3.80% | −0.49 |
| JSPR Jasper Therapeutics Inc. | Sold out | 0.00% | −0.42 |
| AMAM New Ambrx Biopharma Inc. | Sold out | 0.00% | −0.29 |
| ANAB Anaptysbio Inc. | Reduce -11.8% | 5.29% | −0.16 |
| ASND Ascendis Pharma A/S | Reduce -21.5% | 6.27% | −0.08 |
| CRNX Crinetics Pharmaceuticals Inc. | Reduce -16.1% | 12.39% | +1.67 |
| MRUS Merus NV | Reduce -3.3% | 6.80% | +2.70 |
Portfolio Buys Q4 2023 → Q1 2024
| PCVX Vaxcyte Inc. | New | 5.07% | +5.07 |
| IRON Disc Medicine Inc. | Add +293.3% | 6.36% | +4.93 |
| ABVX Abivax SA-ADR | New | 3.57% | +3.57 |
| IRWD Ironwood Pharmaceuticals Inc. | New | 3.30% | +3.30 |
| FOLD Amicus Therapeutics Inc. | Add +349.3% | 4.24% | +3.16 |
| ARGX Argenx SE - ADR | Add +28.2% | 10.35% | +2.90 |
| COGT Cogent Biosciences Inc. | Add +110.8% | 4.30% | +2.59 |
| PHAT Phathom Pharmaceuticals Inc. | Add +213.0% | 2.13% | +1.57 |
| GERN Geron Corp. | New | 1.49% | +1.49 |
| CABA Cabaletta Bio Inc. | New | 1.18% | +1.18 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 23 | $697.5M | AMLX, ALMS, ABVX, PCVX, IMMX |
| Q1 2026 | 21 | $552.2M | ALMS, AMLX, ABVX, PCVX, PHVS |
| Q4 2025 | 20 | $544.9M | ABVX, AMLX, COGT, JAZZ, PCVX |
| Q3 2025 | 17 | $456.0M | ABVX, AMLX, JAZZ, DYN, COGT |
| Q2 2025 | 24 | $246.8M | JAZZ, IRON, AMLX, PCVX, COGT |
| Q1 2025 | 21 | $198.2M | ASND, IRON, CGON, XENE, MRUS |
| Q4 2024 | 24 | $255.4M | IRON, ASND, MLTX, CGON, PCVX |
| Q3 2024 | 25 | $279.8M | ASND, IRON, PCVX, CGON, COGT |
| Q2 2024 | 26 | $264.6M | ARGX, IRON, CRNX, PCVX, ASND |
| Q1 2024 | 21 | $249.4M | CRNX, ARGX, CYTK, KALV, MRUS |