Patient Square Capital Lp Top Holdings and 13F Report (2026) About Patient Square Capital LpInvestment ActivityPatient Square Capital Lp has $645.52 million in total holdings as of June 30, 2026.Patient Square Capital Lp owns shares of 23 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 21.88% of the portfolio was purchased this quarter.About 22.65% of the portfolio was sold this quarter.This quarter, Patient Square Capital Lp has purchased 29 new stocks and bought additional shares in 9 stocks.Patient Square Capital Lp sold shares of 8 stocks and completely divested from 12 stocks this quarter.Largest Holdings Roivant Sciences $283,860,642Revolution Medicines $51,689,280Mirum Pharmaceuticals $30,496,735ABIVAX SA $27,518,190BEONE MEDICINES LTD $25,652,999 Largest New Holdings this Quarter 76155X100 - Revolution Medicines $51,689,280 Holding91307C102 - United Therapeutics $20,112,730 Holding09075V102 - BioNTech $12,508,618 Holding12529R107 - C4 Therapeutics $7,513,166 Holding46124U107 - Inventiva $7,435,906 Holding Largest Purchases this Quarter Revolution Medicines 276,000 shares (about $51.69M)United Therapeutics 37,120 shares (about $20.11M)BioNTech 134,429 shares (about $12.51M)ABIVAX SA 85,255 shares (about $11.36M)C4 Therapeutics 1,608,815 shares (about $7.51M) Largest Sales this Quarter argenex 13,718 shares (about $12.73M)Cogent Biosciences 171,000 shares (about $6.62M)Kymera Therapeutics 52,500 shares (about $6.02M)Roivant Sciences 145,119 shares (about $5.14M)Eyepoint Pharmaceuticals 75,000 shares (about $1.07M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPatient Square Capital Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorROIVRoivant Sciences$283,860,642$5,135,761 â–¼-1.8%8,020,92844.0%HealthcareRVMDRevolution Medicines$51,689,280$51,689,280 â–²New Holding276,0008.0%HealthcareMIRMMirum Pharmaceuticals$30,496,735$3,570,635 â–²13.3%260,5004.7%HealthcareABIVAX SA$27,518,190$11,361,081 â–²70.3%206,5004.3%SPONSORED ADSBEONE MEDICINES LTD$25,652,999$2,700,946 â–²11.8%90,0204.0%SPONSORED ADSPHVSPharvaris$23,210,407$6,162,467 â–²36.1%671,2093.6%HealthcareARGXargenex$21,338,710$12,727,149 â–¼-37.4%23,0003.3%HealthcareUTHRUnited Therapeutics$20,112,730$20,112,730 â–²New Holding37,1203.1%HealthcareBLTEBelite Bio$16,938,350$1,029,236 â–¼-5.7%110,0002.6%HealthcareCOGTCogent Biosciences$16,447,500$6,617,700 â–¼-28.7%425,0002.5%HealthcareDBV TECHNOLOGIES S A$14,915,374$3,541,416 â–²31.1%909,4742.3%SPONSORED ADSXENEXenon Pharmaceuticals$13,279,200$422,520 â–¼-3.1%220,0002.1%HealthcareBNTXBioNTech$12,508,618$12,508,618 â–²New Holding134,4291.9%HealthcareRCUSArcus Biosciences$10,969,314$4,957,464 â–²82.5%355,8001.7%HealthcareELVNEnliven Therapeutics$10,784,375$634,375 â–²6.3%212,5001.7%HealthcareDIANTHUS THERAPEUTICS INC$10,527,840$1,376,223 â–²15.0%108,0001.6%COMALLOAllogene Therapeutics$10,504,000$3,328,000 â–²46.4%5,050,0001.6%HealthcareEYPTEyepoint Pharmaceuticals$10,296,000$1,072,500 â–¼-9.4%720,0001.6%HealthcareARQTArcutis Biotherapeutics$9,701,400$803,512 â–¼-7.6%370,0001.5%HealthcareCCCCC4 Therapeutics$7,513,166$7,513,166 â–²New Holding1,608,8151.2%HealthcareIVAInventiva$7,435,906$7,435,906 â–²New Holding1,967,1711.2%HealthcareKYMRKymera Therapeutics$5,446,825$6,020,175 â–¼-52.5%47,5000.8%HealthcareFAETH THERAPEUTICS INC$4,376,250$4,376,250 â–²New Holding175,0500.7%COM NEWINSMInsmed$0$25,754,400 â–¼-100.0%00.0%HealthcareLEGNLegend Biotech$0$17,909,100 â–¼-100.0%00.0%HealthcareNEKTAR THERAPEUTICS$0$15,109,500 â–¼-100.0%00.0%COM NEWCELCCelcuity$0$10,843,300 â–¼-100.0%00.0%HealthcareMRKMerck & Co., Inc.$0$9,623,200 â–¼-100.0%00.0%HealthcarePERSPECTIVE THERAPEUTICS INC$0$6,776,250 â–¼-100.0%00.0%COM NEWDEFINIUM THERAPEUTICS INC$0$6,255,900 â–¼-100.0%00.0%COM SHSHROWHarrow$0$5,825,269 â–¼-100.0%00.0%HealthcareTARAProtara Therapeutics$0$5,370,708 â–¼-100.0%00.0%HealthcareCTMXCytomX Therapeutics$0$5,103,213 â–¼-100.0%00.0%HealthcareASSEMBLY BIOSCIENCES INC$0$3,782,741 â–¼-100.0%00.0%COM NEWSPYRE THERAPEUTICS INC$0$50,440 â–¼-100.0%00.0%COM NEWShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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