Patient Square Capital Lp Top Holdings and 13F Report (2026) About Patient Square Capital LpInvestment ActivityPatient Square Capital Lp has $626.68 million in total holdings as of September 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 16.11% of the portfolio was purchased this quarter.About 18.32% of the portfolio was sold this quarter.This quarter, Patient Square Capital Lp has purchased 23 new stocks and bought additional shares in 8 stocks.Patient Square Capital Lp sold shares of 8 stocks and completely divested from 6 stocks this quarter.Largest Holdings Roivant Sciences $281,988,637Revolution Medicines $40,230,960United Therapeutics $33,964,040argenex $26,849,480Pharvaris $25,650,188 Largest New Holdings this Quarter 98887Q104 - Zai Lab $15,580,373 Holding24477V105 - DEFINIUM THERAPEUTICS INC $14,653,100 Holding20451W101 - Compass Pathways $13,139,986 Holding92243G108 - Vaxcyte $9,445,400 Holding98943L107 - Zentalis Pharmaceuticals $5,560,733 Holding Largest Purchases this Quarter Zai Lab 591,510 shares (about $15.58M)DEFINIUM THERAPEUTICS INC 385,000 shares (about $14.65M)United Therapeutics 25,557 shares (about $13.85M)Compass Pathways 1,056,269 shares (about $13.14M)Vaxcyte 166,000 shares (about $9.45M) Largest Sales this Quarter BEONE MEDICINES LTD 56,520 shares (about $20.68M)Revolution Medicines 80,000 shares (about $16.42M)Roivant Sciences 310,000 shares (about $11.34M)BioNTech 29,008 shares (about $2.85M)Inventiva 745,946 shares (about $2.75M) 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$281,988,637$11,336,700 ▼-3.9%7,710,92845.0%HealthcareRVMDRevolution Medicines$40,230,960$16,420,800 ▼-29.0%196,0006.4%HealthcareUTHRUnited Therapeutics$33,964,040$13,849,083 ▲68.8%62,6775.4%HealthcareARGXargenex$26,849,480$4,794,550 ▲21.7%28,0004.3%HealthcarePHVSPharvaris$25,650,188$4,359,438 ▲20.5%808,6444.1%HealthcareABIVAX SA$24,061,860$3,614,230 ▲17.7%243,0003.8%SPONSORED ADSBLTEBelite Bio$22,365,294$3,685,094 ▲19.7%131,7003.6%HealthcareMIRMMirum Pharmaceuticals$20,002,320$2,265,220 ▼-10.2%234,0003.2%HealthcareZLABZai Lab$15,580,373$15,580,373 ▲New Holding591,5102.5%HealthcareDEFINIUM THERAPEUTICS INC$14,653,100$14,653,100 ▲New Holding385,0002.3%COM SHSCMPSCompass Pathways$13,139,986$13,139,986 ▲New Holding1,056,2692.1%HealthcareDBV TECHNOLOGIES S A$13,001,927$2,306,512 ▲21.6%1,105,6062.1%SPONSORED ADSBEONE MEDICINES LTD$12,258,990$20,682,929 ▼-62.8%33,5002.0%SPONSORED ADSCOGTCogent Biosciences$11,588,903$2,019,598 ▼-14.8%361,9271.8%HealthcareRCUSArcus Biosciences$10,590,300$1,399,986 ▲15.2%410,0001.7%HealthcareBNTXBioNTech$10,362,884$2,851,486 ▼-21.6%105,4211.7%HealthcareELVNEnliven Therapeutics$9,741,0000.0%212,5001.6%HealthcarePCVXVaxcyte$9,445,400$9,445,400 ▲New Holding166,0001.5%HealthcareKYMRKymera Therapeutics$9,390,360$4,080,335 ▲76.8%84,0001.5%HealthcareALLOAllogene Therapeutics$7,280,000$800,000 ▼-9.9%4,550,0001.2%HealthcareZNTLZentalis Pharmaceuticals$5,560,733$5,560,733 ▲New Holding2,007,4850.9%HealthcareIVAInventiva$4,506,320$2,752,541 ▼-37.9%1,221,2250.7%HealthcareHROWHarrow$4,466,000$4,466,000 ▲New Holding145,0000.7%HealthcareXENEXenon Pharmaceuticals$0$13,279,200 ▼-100.0%00.0%HealthcareDIANTHUS THERAPEUTICS INC$0$10,527,840 ▼-100.0%00.0%COMEYPTEyepoint Pharmaceuticals$0$10,296,000 ▼-100.0%00.0%HealthcareARQTArcutis Biotherapeutics$0$9,701,400 ▼-100.0%00.0%HealthcareCCCCC4 Therapeutics$0$7,513,166 ▼-100.0%00.0%HealthcareFAETH THERAPEUTICS INC$0$4,376,250 ▼-100.0%00.0%COM NEWShowing largest 100 holdings. 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