Ishara Investments LP 13F Holdings · Q2 2026
Ishara Investments LP reported 41 securities worth $136.10M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ACAD (7.62%), XERS (7.16%), BMRN (6.03%). Among its top 25 positions this quarter: 9 new, 11 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ACAD | ACADIA PHARMACEUTICALS INC | $10.4M | 7.62% | 410,000 | Added |
| 2 | XERS | XERIS BIOPHARMA HOLDINGS INC | $9.7M | 7.16% | 1.2M | Added |
| 3 | BMRN | BIOMARIN PHARMACEUTICAL INC | $8.2M | 6.03% | 143,500 | Added |
| 4 | PRAX | PRAXIS PRECISION MEDICINES I | $7.5M | 5.55% | 22,550 | Trimmed |
| 5 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $6.8M | 5.03% | 205,000 | Added |
| 6 | AGIO | AGIOS PHARMACEUTICALS INC | $6.1M | 4.47% | 164,000 | New |
| 7 | INSM | INSMED INC | $5.5M | 4.01% | 51,250 | New |
| 8 | CRNX | CRINETICS PHARMACEUTICALS IN | $5.4M | 3.95% | 143,500 | New |
| 9 | ZNTL | ZENTALIS PHARMACEUTICALS INC | $5.0M | 3.65% | 1.0M | Trimmed |
| 10 | PCVX | VAXCYTE INC | $4.8M | 3.50% | 82,000 | Added |
| 11 | ANNX | ANNEXON INC | $4.7M | 3.44% | 820,000 | Added |
| 12 | TVTX | TRAVERE THERAPEUTICS INC | $4.7M | 3.42% | 82,000 | Trimmed |
| 13 | TNXP | TONIX PHARMACEUTICALS HLDG C | $4.3M | 3.17% | 338,250 | New |
| 14 | BBIO | BRIDGEBIO PHARMA INC | $4.3M | 3.14% | 57,400 | New |
| 15 | AXSM | AXSOME THERAPEUTICS INC. | $4.0M | 2.95% | 16,400 | Trimmed |
| 16 | CTNM | CONTINEUM THERAPEUTICS INC | $3.4M | 2.47% | 205,000 | Added |
| 17 | LXRX | LEXICON PHARMACEUTICALS INC | $3.1M | 2.24% | 1.3M | Added |
| 18 | KURA | KURA ONCOLOGY INC | $3.0M | 2.23% | 276,750 | New |
| 19 | DBVT | DBV TECHNOLOGIES S A | $3.0M | 2.22% | 184,500 | Added |
| 20 | GMAB | GENMAB A/S | $2.8M | 2.07% | 102,500 | Added |
| 21 | CYTK | CYTOKINETICS INC | $2.8M | 2.05% | 32,800 | New |
| 22 | MLYS | MINERALYS THERAPEUTICS INC | $2.8M | 2.03% | 102,500 | Added |
| 23 | SLN | SILENCE THERAPEUTICS PLC | $2.4M | 1.79% | 55,350 | Trimmed |
| 24 | NUVB | NUVATION BIO INC | $2.1M | 1.54% | 369,000 | New |
| 25 | WVE | WAVE LIFE SCIENCES LTD | $1.9M | 1.40% | 328,000 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR