M28 Capital Management LP
CIK: 0001807489SEC EDGAR →
Portfolio Value
$137.6M
Holdings
9
As of
Q4 2025
New Positions
9
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WAVE LIFE SCIENCES LTD | 5,664,548 | $96.3M | 70.00% |
| 2 | INVIVYD INC | 9,248,250 | $22.8M | 16.60% |
| 3 | TG THERAPEUTICS INC | 161,600 | $4.8M | 3.50% |
| 4 | ARROWHEAD PHARMACEUTICALS IN | 67,400 | $4.5M | 3.25% |
| 5 | FRACTYL HEALTH INC | 1,856,117 | $4.1M | 2.97% |
| 6 | PROQR THRAPEUTICS N V | 1,019,498 | $2.1M | 1.50% |
| 7 | ROCKET PHARMACEUTICALS INC | 385,680 | $1.4M | 0.98% |
| 8 | SILENCE THERAPEUTICS PLC | 185,100 | $1.1M | 0.82% |
| 9 | CURIS INC | 521,059 | $514K | 0.37% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 9 | $137.6M | 100.0% |