Investor
Patient Square Capital LP
CIK 0001819257 · filed 2026-05-15 · SEC filing
13F book
$563.6M
Positions
29
7 new · 6 sold
Largest name
40.1%
Roivant Sciences Ltd. · ROIV
Est. mark
$57.2M
Price effect on 22 names still held. Flow $39.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Roivant Sciences Ltd. | ROIV | 8.17M | $226.2M | 40.1% | $49M | Held |
| Argenx SE | ARGX | 36.7K | $26.8M | 4.8% | −$2.88M | Added$4.95M |
| Insmed Inc | INSM | 157.5K | $25.8M | 4.6% | −$1.66M | Cut−$20.7M |
| Beone Medicines Ltd | — | 80.5K | $23.9M | 4.2% | −$474.1K | Added$2.86M |
| Cogent Biosciences, Inc. | COGT | 596K | $22.9M | 4.1% | $942.6K | Added$11.7M |
| Mirum Pharmaceuticals, Inc. | MIRM | 230K | $21.2M | 3.8% | $3.08M | Cut−$2.35M |
| Belite Bio, Inc | BLTE | 116.7K | $18.6M | 3.3% | — | New |
| Legend Biotech Corp | LEGN | 990K | $17.9M | 3.2% | — | New |
| Nektar Therapeutics | NKTR | 210K | $15.1M | 2.7% | — | New |
| Dbv Technologies S A | — | 693.5K | $14.5M | 2.6% | $617.6K | Added$7.6M |
| Pharvaris N.V. | PHVS | 493K | $13.9M | 2.5% | $246.5K | Cut−$1.13M |
| Abivax Sa | — | 121.2K | $13.5M | 2.4% | −$2.85M | Cut−$4.03M |
| Xenon Pharmaceuticals Inc. | XENE | 227K | $13.2M | 2.3% | $1.82M | Added$7.08M |
| Celcuity Inc. | CELC | 95K | $10.8M | 1.9% | $1.37M | Cut−$1.13M |
| EyePoint, Inc. | EYPT | 795K | $10.2M | 1.8% | −$4.2M | Added−$4M |
| Merck & Co., Inc. | MRK | 80K | $9.62M | 1.7% | — | New |
| Arcutis Biotherapeutics, Inc. | ARQT | 400.6K | $9.44M | 1.7% | −$1.15M | Added$3.34M |
| Allogene Therapeutics, Inc. | ALLO | 3.45M | $8.42M | 1.5% | $3.69M | Cut$1.62M |
| Kymera Therapeutics, Inc. | KYMR | 100K | $8.33M | 1.5% | $548K | Cut−$2.49M |
| Dianthus Therapeutics Inc | — | 93.9K | $7.88M | 1.4% | $4.01M | Cut$1.7M |
| Enliven Therapeutics, Inc. | ELVN | 200K | $7.84M | 1.4% | $4.76M | Cut$3.09M |
| Perspective Therapeutics, Inc. | CATX | 1.63M | $6.78M | 1.2% | $1.61M | Added$3.66M |
| Definium Therape | DFTX | 331K | $6.26M | 1.1% | — | New |
| Harrow, Inc. | HROW | 165.2K | $5.83M | 1.0% | −$96.6K | Added$5.48M |
| Protara Therapeutics, Inc. | TARA | 1.03M | $5.37M | 1.0% | — | New |
| CytomX Therapeutics, Inc. | CTMX | 1.09M | $5.1M | 0.9% | — | New |
| Arcus Biosciences, Inc. | RCUS | 195K | $4.21M | 0.7% | −$379.1K | Added$160.9K |
| Assembly Biosciences, Inc. | ASMB | 136.3K | $3.78M | 0.7% | −$795K | Added−$536.5K |
| Spyre Therapeutics, Inc. | SYRE | 1K | $50.4K | 0.0% | $17.7K | Cut−$4.86M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.