Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Patient Square Capital LP (CIK 1819257) reported $563.6M across 28 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ROIV ($226.2M, 40.13%), ARGX ($26.8M, 4.76%), INSM ($25.8M, 4.57%), ONC ($23.9M, 4.24%), COGT ($22.9M, 4.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ROIV | ROIVANT SCIENCES LTD | $226.2M | 40.13% | 8.2M | Hold |
| 2 | ARGX | ARGENX SE | $26.8M | 4.76% | 36,718 | Added |
| 3 | INSM | INSMED INC | $25.8M | 4.57% | 157,500 | Trimmed |
| 4 | ONC | BEONE MEDICINES LTD | $23.9M | 4.24% | 80,542 | Added |
| 5 | COGT | COGENT BIOSCIENCES INC | $22.9M | 4.07% | 596,000 | Added |
| 6 | MIRM | MIRUM PHARMACEUTICALS INC | $21.2M | 3.77% | 230,000 | Trimmed |
| 7 | BLTE | BELITE BIO INC | $18.6M | 3.30% | 116,684 | New |
| 8 | LEGN | LEGEND BIOTECH CORP | $17.9M | 3.18% | 990,000 | New |
| 9 | NKTR | NEKTAR THERAPEUTICS | $15.1M | 2.68% | 210,000 | New |
| 10 | DBVT | DBV TECHNOLOGIES S A | $14.5M | 2.57% | 693,534 | Added |
| 11 | PHVS | PHARVARIS N V | $13.9M | 2.47% | 493,000 | Trimmed |
| 12 | ABVX | ABIVAX SA | $13.5M | 2.40% | 121,245 | Trimmed |
| 13 | XENE | XENON PHARMACEUTICALS INC | $13.2M | 2.34% | 227,000 | Added |
| 14 | CELC | CELCUITY INC | $10.8M | 1.92% | 95,000 | Trimmed |
| 15 | EYPT | EYEPOINT INC | $10.2M | 1.82% | 795,000 | Added |
| 16 | MRK | MERCK & CO INC | $9.6M | 1.71% | 80,000 | New |
| 17 | ARQT | ARCUTIS BIOTHERAPEUTICS INC | $9.4M | 1.67% | 400,645 | Added |
| 18 | ALLO | ALLOGENE THERAPEUTICS INC | $8.4M | 1.49% | 3.5M | Trimmed |
| 19 | KYMR | KYMERA THERAPEUTICS INC | $8.3M | 1.48% | 100,000 | Trimmed |
| 20 | DNTH | DIANTHUS THERAPEUTICS INC | $7.9M | 1.40% | 93,882 | Trimmed |
| 21 | ELVN | ENLIVEN THERAPEUTICS INC | $7.8M | 1.39% | 200,000 | Trimmed |
| 22 | CATX | PERSPECTIVE THERAPEUTICS INC | $6.8M | 1.20% | 1.6M | Added |
| 23 | DEFINIUM THERAPEUTICS INC | $6.3M | 1.11% | 331,000 | New | |
| 24 | HROW | HARROW INC | $5.8M | 1.03% | 165,209 | Added |
| 25 | TARA | PROTARA THERAPEUTICS INC | $5.4M | 0.95% | 1.0M | New |
Source: SEC Form 13F filings · as of 2026-03-31