Patient Square Capital LP Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$467.1M
Holdings
28
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ROIVROIVANT SCIENCES LTD | 8,166,047 | $177.2M | 37.93% | |
| 2 | IM8NINSMED INC | 267,000 | $46.5M | 9.95% | |
| 3 | MIRMMIRUM PHARMACEUTICALS INC | 298,682 | $23.6M | 5.05% | |
| 4 | ARGXARGENX SE | 26,000 | $21.9M | 4.68% | |
| 5 | ONCBEONE MEDICINES LTD | 69,312 | $21.1M | 4.51% | |
| 6 | ABVXABIVAX SA | 130,000 | $17.5M | 3.75% | |
| 7 | PHVSPHARVARIS N V | 542,696 | $15.1M | 3.22% | |
| 8 | EYPTEYEPOINT INC | 780,000 | $14.3M | 3.05% | |
| 9 | TERNTERNS PHARMACEUTICALS INC | 320,000 | $12.9M | 2.77% | |
| 10 | CELCCELCUITY INC | 120,000 | $12.0M | 2.56% | |
| 11 | COGTCOGENT BIOSCIENCES INC | 317,372 | $11.3M | 2.41% | |
| 12 | KYMRKYMERA THERAPEUTICS INC | 139,000 | $10.8M | 2.32% | |
| 13 | LQDALIQUIDIA CORPORATION | 227,000 | $7.8M | 1.68% | |
| 14 | DBVTDBV TECHNOLOGIES S A | 359,050 | $6.9M | 1.47% | |
| 15 | ALLOALLOGENE THERAPEUTICS INC | 4,963,756 | $6.8M | 1.46% | |
| 16 | DNTHDIANTHUS THERAPEUTICS INC | 150,000 | $6.2M | 1.32% | |
| 17 | XENEXENON PHARMACEUTICALS INC | 136,500 | $6.1M | 1.31% | |
| 18 | ARQTARCUTIS BIOTHERAPEUTICS INC | 210,000 | $6.1M | 1.31% | |
| 19 | OCULOCULAR THERAPEUTIX INC | 490,000 | $5.9M | 1.27% | |
| 20 | IRONDISC MEDICINE INC | 74,000 | $5.9M | 1.26% | |
| 21 | AVTXAVALO THERAPEUTICS INC | 311,966 | $5.7M | 1.21% | |
| 22 | SYRESPYRE THERAPEUTICS INC | 150,000 | $4.9M | 1.05% | |
| 23 | ELVNENLIVEN THERAPEUTICS INC | 308,141 | $4.7M | 1.02% | |
| 24 | ASMBASSEMBLY BIOSCIENCES INC | 127,000 | $4.3M | 0.92% | |
| 25 | AMLXAMYLYX PHARMACEUTICALS INC | 350,000 | $4.2M | 0.91% | |
| 26 | RCUSARCUS BIOSCIENCES INC | 170,000 | $4.1M | 0.87% | |
| 27 | CATXPERSPECTIVE THERAPEUTICS INC | 1,132,815 | $3.1M | 0.67% | |
| 28 | HROWHARROW INC | 7,031 | $344K | 0.07% |