Investor
Squadron Capital Management LLC
CIK 0002050709 · filed 2026-05-15 · SEC filing
13F book
$272.9M
Positions
30
13 new · 12 sold
Largest name
21.6%
Relmada Therapeutics, Inc. · RLMD
Est. mark
$14.2M
Price effect on 17 names still held. Flow $11.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Relmada Therapeutics, Inc. | RLMD | 8.47M | $59M | 21.6% | $14.3M | Added$26.6M |
| Cogent Biosciences, Inc. | COGT | 787.5K | $30.3M | 11.1% | $2.32M | Added$2.6M |
| Kalvista Pharmaceuticals Inc | — | 985.1K | $19.8M | 7.3% | $2.79M | Added$8.53M |
| Kodiak Sciences Inc. | KOD | 380K | $14.5M | 5.3% | $2.96M | Added$6.33M |
| Abivax Sa | — | 130K | $14.5M | 5.3% | −$3.06M | Cut−$5.08M |
| Edgewise Therapeutics, Inc. | EWTX | 350K | $11M | 4.0% | $2.34M | Held |
| Nektar Therapeutics | NKTR | 125K | $8.99M | 3.3% | — | New |
| Adlai Nortye Ltd. | ANL | 1.27M | $8.76M | 3.2% | — | New |
| Zentalis Pharmaceuticals, Inc. | ZNTL | 3.63M | $8.5M | 3.1% | — | New |
| Maze Therapeutics, Inc. | MAZE | 257.5K | $7.69M | 2.8% | −$2.98M | Cut−$12.6M |
| Scynexis Inc | SCYX | 7.61M | $6.98M | 2.6% | — | New |
| Relay Therapeutics, Inc. | RLAY | 672.5K | $6.69M | 2.5% | — | New |
| C4 Therapeutics, Inc. | CCCC | 2.25M | $5.92M | 2.2% | — | New |
| Inhibikase Therapeutics, Inc. | IKT | 3.5M | $5.88M | 2.2% | −$1.29M | Cut−$2.78M |
| Palisade Bio, Inc. | PALI | 3M | $5.25M | 1.9% | −$1.8M | Cut−$5.33M |
| Eupraxia Pharmaceuticals Inc. | EPRX | 680K | $4.92M | 1.8% | −$155K | Added$1.15M |
| Gh Research Plc | GHRS | 325K | $4.57M | 1.7% | $428.4K | Added$569K |
| ProMIS Neurosciences Inc. | PMN | 325K | $4.13M | 1.5% | — | New |
| Lipocine Inc New | — | 450K | $3.6M | 1.3% | −$18K | Cut−$660.4K |
| Inventiva Sa | — | 535K | $2.97M | 1.1% | $270K | Added$1.57M |
| Alx Oncology Hldgs Inc | — | 1.46M | $2.93M | 1.1% | — | New |
| Context Therapeutics Inc. | CNTX | 1.1M | $2.88M | 1.1% | — | New |
| NextCure, Inc. | NXTC | 265K | $2.83M | 1.0% | −$831.8K | Added−$532.3K |
| Sol-Gel Technologies Ltd. | SLGL | 31K | $2.46M | 0.9% | — | New |
| Pasithea Therapeutics Corp | — | 2.1M | $1.56M | 0.6% | −$1.15M | Held |
| Traws Pharma, Inc. | TRAW | 511.7K | $936.4K | 0.3% | $358.2K | Cut$130.1K |
| TherapeuticsMD, Inc. | TXMD | 420.4K | $849.3K | 0.3% | — | New |
| Spruce Biosciences, Inc. | SPRB | 12.2K | $797.3K | 0.3% | −$265.5K | Cut−$5.3M |
| Werewolf Therapeutics, Inc. | HOWL | 563.5K | $469.2K | 0.2% | — | New |
| Neuphoria Therapeutics Inc. | NEUP | 76.7K | $312.3K | 0.1% | — | New |
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.