Patient Square Capital LP Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$277.4B
Holdings
19
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ROIVROIVANT SCIENCES LTD. | 12,480,000 | $140.6B | 50.71% | |
| 2 | IM8NINSMED INC | 358,800 | $36.1B | 13.02% | |
| 3 | ARGXARGENX SE - ADR | 29,000 | $16.0B | 5.76% | |
| 4 | EYPTEYEPOINT PHARMACEUTICALS, INC. | 1,352,837 | $12.7B | 4.59% | |
| 5 | LQDALIQUIDIA CORPORATION | 1,020,000 | $12.7B | 4.58% | |
| 6 | OCULOCULAR THERAPEUTIX, INC. | 817,699 | $7.6B | 2.74% | |
| 7 | CGEMCULLINAN THERAPEUTICS, INC. | 868,897 | $6.5B | 2.36% | |
| 8 | KYMRKYMERA THERAPEUTICS, INC. | 140,000 | $6.1B | 2.20% | |
| 9 | MIRMMIRUM PHARMACEUTICALS, INC. | 113,462 | $5.8B | 2.08% | |
| 10 | SRRKSCHOLAR ROCK HOLDING CORPORATION | 154,000 | $5.5B | 1.97% | |
| 11 | ELVNENLIVEN THERAPEUTICS, INC. | 245,838 | $4.9B | 1.78% | |
| 12 | NRIXNURIX THERAPEUTICS, INC. | 412,296 | $4.7B | 1.69% | |
| 13 | AGIOAGIOS PHARMACEUTICALS, INC. | 139,732 | $4.6B | 1.68% | |
| 14 | PHVSPHARVARIS N. V. | 244,283 | $4.3B | 1.55% | |
| 15 | IRONDISC MEDICINE, INC. | 74,000 | $3.9B | 1.41% | |
| 16 | ALLOALLOGENE THERAPEUTICS, INC. | 2,635,000 | $3.0B | 1.07% | |
| 17 | GONGERON CORP | 716,000 | $1.0B | 0.36% | |
| 18 | CDTXCIDARA THERAPEUTICS INC | 15,000 | $730.6M | 0.26% | |
| 19 | VYNEVYNE THERAPEUTICS INC. | 317,033 | $523.1M | 0.19% |