Patient Square Capital Lp Top Holdings and 13F Report (2026) About Patient Square Capital LpInvestment ActivityPatient Square Capital Lp has $563.61 million in total holdings as of March 31, 2026.Patient Square Capital Lp owns shares of 29 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 22.22% of the portfolio was purchased this quarter.About 16.92% of the portfolio was sold this quarter.This quarter, Patient Square Capital Lp has purchased 28 new stocks and bought additional shares in 11 stocks.Patient Square Capital Lp sold shares of 10 stocks and completely divested from 6 stocks this quarter.Largest Holdings Roivant Sciences $226,199,502argenex $26,813,320Insmed $25,754,400BEONE MEDICINES LTD $23,918,558Cogent Biosciences $22,940,040 Largest New Holdings this Quarter 07782B104 - Belite Bio $18,604,097 Holding52490G102 - Legend Biotech $17,909,100 Holding640268306 - NEKTAR THERAPEUTICS $15,109,500 Holding58933Y105 - Merck & Co., Inc. $9,623,200 Holding24477V105 - DEFINIUM THERAPEUTICS INC $6,255,900 Holding Largest Purchases this Quarter Belite Bio 116,684 shares (about $18.60M)Legend Biotech 990,000 shares (about $17.91M)NEKTAR THERAPEUTICS 210,000 shares (about $15.11M)Cogent Biosciences 278,628 shares (about $10.72M)Merck & Co., Inc. 80,000 shares (about $9.62M) Largest Sales this Quarter Insmed 109,500 shares (about $17.91M)SPYRE THERAPEUTICS INC 149,000 shares (about $7.52M)Mirum Pharmaceuticals 68,682 shares (about $6.34M)DIANTHUS THERAPEUTICS INC 56,118 shares (about $4.71M)Enliven Therapeutics 108,141 shares (about $4.24M) 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$226,199,5020.0%8,166,04740.1%MedicalARGXargenex$26,813,320$7,826,820 â–²41.2%36,7184.8%MedicalINSMInsmed$25,754,400$17,905,440 â–¼-41.0%157,5004.6%MedicalBEONE MEDICINES LTD$23,918,558$3,334,973 â–²16.2%80,5424.2%SPONSORED ADSCOGTCogent Biosciences$22,940,040$10,724,392 â–²87.8%596,0004.1%MedicalMIRMMirum Pharmaceuticals$21,247,400$6,344,843 â–¼-23.0%230,0003.8%MedicalBLTEBelite Bio$18,604,097$18,604,097 â–²New Holding116,6843.3%MedicalLEGNLegend Biotech$17,909,100$17,909,100 â–²New Holding990,0003.2%MedicalNEKTAR THERAPEUTICS$15,109,500$15,109,500 â–²New Holding210,0002.7%COM NEWDBV TECHNOLOGIES S A$14,487,925$6,987,371 â–²93.2%693,5342.6%SPONSORED ADSPHVSPharvaris$13,927,250$1,403,912 â–¼-9.2%493,0002.5%MedicalABIVAX SA$13,500,631$974,869 â–¼-6.7%121,2452.4%SPONSORED ADSXENEXenon Pharmaceuticals$13,200,050$5,262,575 â–²66.3%227,0002.3%MedicalCELCCelcuity$10,843,300$2,853,500 â–¼-20.8%95,0001.9%MedicalEYPTEyepoint Pharmaceuticals$10,247,550$193,350 â–²1.9%795,0001.8%MedicalMRKMerck & Co., Inc.$9,623,200$9,623,200 â–²New Holding80,0001.7%MedicalARQTArcutis Biotherapeutics$9,439,196$4,491,596 â–²90.8%400,6451.7%MedicalALLOAllogene Therapeutics$8,418,000$3,693,565 â–¼-30.5%3,450,0001.5%MedicalKYMRKymera Therapeutics$8,329,000$3,248,310 â–¼-28.1%100,0001.5%MedicalDIANTHUS THERAPEUTICS INC$7,878,577$4,709,422 â–¼-37.4%93,8821.4%COMELVNEnliven Therapeutics$7,840,000$4,239,127 â–¼-35.1%200,0001.4%MedicalPERSPECTIVE THERAPEUTICS INC$6,776,250$2,052,411 â–²43.4%1,625,0001.2%COM NEWDEFINIUM THERAPEUTICS INC$6,255,900$6,255,900 â–²New Holding331,0001.1%COM SHSHROWHarrow$5,825,269$5,577,356 â–²2,249.7%165,2091.0%MedicalTARAProtara Therapeutics$5,370,708$5,370,708 â–²New Holding1,030,8461.0%MedicalCTMXCytomX Therapeutics$5,103,213$5,103,213 â–²New Holding1,085,7900.9%MedicalRCUSArcus Biosciences$4,212,000$540,000 â–²14.7%195,0000.7%MedicalASSEMBLY BIOSCIENCES INC$3,782,741$258,491 â–²7.3%136,3150.7%COM NEWSPYRE THERAPEUTICS INC$50,440$7,515,560 â–¼-99.3%1,0000.0%COM NEWTERNTerns Pharmaceuticals$0$12,928,000 â–¼-100.0%00.0%MedicalLQDALiquidia$0$7,829,230 â–¼-100.0%00.0%MedicalOCULOcular Therapeutix$0$5,948,600 â–¼-100.0%00.0%MedicalIRONDisc Medicine$0$5,876,340 â–¼-100.0%00.0%MedicalAVALO THERAPEUTICS INC$0$5,665,303 â–¼-100.0%00.0%COM NEWAMLXAmylyx Pharmaceuticals$0$4,228,000 â–¼-100.0%00.0%MedicalShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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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