Fairmount Funds Management LLC

CIK: 0001802528SEC EDGAR →

Portfolio Value

$1.3B

Holdings

13

As of

Q4 2025

New Positions

1

Closed Positions

1

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
COGT

COGENT BIOSCIENCES INC

9,003,418$319.8M
24.34%
2
APGE

APOGEE THERAPEUTICS INC

2,048,647$154.6M
11.77%
3
SYRE

SPYRE THERAPEUTICS INC

4,018,101$131.6M
10.02%
4
VRDN

VIRIDIAN THERAPEUTICS INC

3,914,458$121.8M
9.27%
5
ORKA

ORUKA THERAPEUTICS INC

3,705,262$112.3M
8.55%
6
DNTH

DIANTHUS THERAPEUTICS INC

2,137,191$88.1M
6.70%
7
ZBIO

ZENAS BIOPHARMA INC

2,209,025$80.2M
6.11%
8
NUVL

NUVALENT INC

727,563$73.2M
5.57%
9
JBIO

JADE BIOSCIENCES INC

4,553,494$70.3M
5.35%
10
ELVN

ENLIVEN THERAPEUTICS INC

3,711,444$57.2M
4.35%

Quarterly Changes

Top Buys

VRDN↑ Increased
$47.2M
JBIO↑ Increased
$42.5M
ZBIO↑ Increased
$38.2M
CBIO↑ Increased
$16.1M
IKT↑ Increased
$7.8M

Top Sells

AXSMCLOSED
$99.0M
SRRKCLOSED
$67.9M
ABVXCLOSED
$60.6M
DNTH↓ Decreased
$42.1M
CATBUSDCLOSED
$25.9M

Closed Positions (4)

AXSM
$99.0M · 815K shares
SRRK
$67.9M · 1.8M shares
ABVX
$60.6M · 713K shares
CATBUSD
$25.9M · 3.6M shares

Sector Breakdown

Sector# HoldingsValue%
Healthcare13$1.3B100.0%