Trails Edge Capital Partners, LP
Q2 2026 13F filing
Updated 27 days ago35 disclosed positions worth $629.9M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | L LBRX LB PHARMACEUTICALS INC | $49.4M | 1.52M | 7.85% | — |
| 2 | N NRIX NURIX THERAPEUTICS INC | $38.2M | 1.57M | 6.06% | — |
| 3 | I IMCR IMMUNOCORE HLDGS PLC | $33.8M | 1.06M | 5.36% | — |
| 4 | ? N/A FIRST TRACKS BIOTHERAPEUTICS | $30.5M | 1.51M | 4.84% | — |
| 5 | F FDMT 4D MOLECULAR THERAPEUTICS IN | $29.6M | 2.23M | 4.70% | — |
| 6 | B BMRN BIOMARIN PHARMACEUTICAL INC | $29.3M | 512.0K | 4.65% | — |
| 7 | D DSGN DESIGN THERAPEUTICS INC | $29M | 2.00M | 4.60% | — |
| 8 | X XENE XENON PHARMACEUTICALS INC | $26.6M | 440.0K | 4.22% | — |
| 9 | M MIRM MIRUM PHARMACEUTICALS INC | $26.1M | 223.3K | 4.15% | — |
| 10 | I INSM INSMED INC | $24.6M | 230.3K | 3.90% | — |
| 11 | C CYTK CYTOKINETICS INC | $24.5M | 288.1K | 3.90% | — |
| 12 | S SNDX SYNDAX PHARMACEUTICALS INC | $24.3M | 1.11M | 3.85% | — |
| 13 | N NGNE NEUROGENE INC | $22.5M | 714.9K | 3.57% | — |
| 14 | K KLRA KAILERA THERAPEUTICS INC | $21.7M | 984.8K | 3.44% | — |
| 15 | R RVMDW REVOLUTION MEDICINES INC | $21.7M | 115.8K | 3.44% | — |
| 16 | I IKT INHIBIKASE THERAPEUTICS INC | $18.4M | 9.05M | 2.92% | — |
| 17 | I INCY INCYTE CORP | $17.6M | 155.0K | 2.79% | — |
| 18 | A AVTX AVALO THERAPEUTICS INC | $16.5M | 891.9K | 2.62% | — |
| 19 | M MLTX MOONLAKE IMMUNOTHERAPEUTICS | $14.6M | 750.0K | 2.32% | — |
| 20 | F FTH FAETH THERAPEUTICS INC | $12.9M | 515.3K | 2.05% | — |
| 21 | ? N/A X4 PHARMACEUTICALS INC | $12M | 2.57M | 1.91% | — |
| 22 | I IRD OPUS GENETICS INC | $11.3M | 2.74M | 1.79% | — |
| 23 | S SLGL SOL-GEL TECHNOLOGIES LTD | $10.3M | 139.4K | 1.64% | — |
| 24 | A AURA AURA BIOSCIENCES INC | $10.2M | 1.44M | 1.63% | — |
| 25 | C CRNC CENTURY THERAPEUTICS INC | $10.1M | 4.13M | 1.61% | — |
| 26 | I IVEVF INVENTIVA SA | $10M | 2.66M | 1.59% | — |
| 27 | C CAMP CAMP4 THERAPEUTICS CORP | $8.4M | 1.93M | 1.34% | — |
| 28 | ? N/A ALTIMMUNE INC | $8.1M | 2.66M | 1.28% | — |
| 29 | N NERV MINERVA NEUROSCIENCES INC | $7.9M | 1.42M | 1.25% | — |
| 30 | P PMN PROMIS NEUROSCIENCES INC | $7.3M | 557.1K | 1.16% | — |
| 31 | O OKUR ONKURE THERAPEUTICS INC | $6.6M | 1.44M | 1.04% | — |
| 32 | F FBRX FORTE BIOSCIENCES INC | $5.8M | 273.2K | 0.92% | — |
| 33 | R RACC RESEARCH ALLIANCE CORP III | $5.3M | 500.0K | 0.85% | — |
| 34 | V VTVT VTV THERAPEUTICS INC | $3.2M | 85.2K | 0.51% | — |
| 35 | I IMA IMAGENEBIO INC | $1.7M | 282.0K | 0.26% | — |