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.
VHCP Management II, LLC (CIK 1602263) reported $379.4M across 20 reported positions in its SEC 13F filing for 2019-12-31. Largest positions: TXG ($136.2M, 35.91%), AXSM ($81.2M, 21.42%), CNST ($70.7M, 18.64%), BHVN1 ($25.2M, 6.64%), SWAV ($12.7M, 3.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TXG | 10X Genomics Inc. | $136.2M | 35.91% | 1.8M | Hold |
| 2 | AXSM | Axsome Therapeutics Inc | $81.2M | 21.42% | 785,981 | Trimmed |
| 3 | CNST | Constellation Pharmaceuticals | $70.7M | 18.64% | 1.5M | Added |
| 4 | BHVN1 | Biohaven Pharmaceuticals | $25.2M | 6.64% | 462,903 | Trimmed |
| 5 | SWAV | Shockwave Medical Inc | $12.7M | 3.34% | 288,838 | Trimmed |
| 6 | ISEE | Iveric Bio Inc | $8.6M | 2.27% | 1.0M | New |
| 7 | KALV | Kalvista Pharmaceuticals | $6.5M | 1.72% | 366,268 | Trimmed |
| 8 | OBSVF | Obseva SA | $6.0M | 1.58% | 1.6M | Trimmed |
| 9 | MRSN | Mersana Therapeutics Inc | $5.3M | 1.39% | 922,514 | New |
| 10 | SPRO | Spero Therapeutics Inc | $4.6M | 1.20% | 474,015 | Hold |
| 11 | RLMD | Relmada Therapeutics Inc | $4.5M | 1.18% | 114,876 | New |
| 12 | ADVM | Adverum Biotechnologies Inc | $4.4M | 1.16% | 383,620 | New |
| 13 | MRNS | Marinus Pharmaceuticals Inc | $3.2M | 0.85% | 1.5M | Hold |
| 14 | FTSV | Forty Seven Inc | $3.1M | 0.81% | 77,714 | New |
| 15 | MIST | Milestone Pharmaceuticals Inc | $2.4M | 0.63% | 148,560 | Hold |
| 16 | NXTC | Nextcure Inc | $2.0M | 0.54% | 36,249 | New |
| 17 | MYOV | Myovant Sciences Ltd | $1.2M | 0.31% | 76,768 | New |
| 18 | ETNB | 89Bio Inc | $1.1M | 0.29% | 41,235 | New |
| 19 | BLPH | Bellerophon Therapeutics | $230,000 | 0.06% | 659,087 | Trimmed |
| 20 | PTGX | Protagonist Therapeutics Inc | $227,000 | 0.06% | 32,211 | Trimmed |
| 21 | ASND | Ascendis Pharma A/S | $0 | 0.00% | 0 | Exited |
| 22 | BCRX | BioCryst Pharmaceuticals Inc | $0 | 0.00% | 0 | Exited |
| 23 | LJPC | La Jolla Pharmaceuticals | $0 | 0.00% | 0 | Exited |
| 24 | PRVL | Prevail Therapeutics Inc | $0 | 0.00% | 0 | Exited |
| 25 | KA | Proteostasis Therapeutics Inc | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2019-12-31