Seven Fleet Capital Management Lp Top Holdings and 13F Report (2026) About Seven Fleet Capital Management LpInvestment ActivitySeven Fleet Capital Management Lp has $605.92 million in total holdings as of June 30, 2026.Seven Fleet Capital Management Lp owns shares of 96 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 72.01% of the portfolio was purchased this quarter.About 30.95% of the portfolio was sold this quarter.This quarter, Seven Fleet Capital Management Lp has purchased 115 new stocks and bought additional shares in 43 stocks.Seven Fleet Capital Management Lp sold shares of 22 stocks and completely divested from 43 stocks this quarter.Largest Holdings CG ONCOLOGY INC $134,017,068Tango Therapeutics $95,660,985Revolution Medicines $45,327,191Pharvaris $26,782,245Liquidia $20,458,957 Largest New Holdings this Quarter 604749101 - Mirum Pharmaceuticals $12,923,709 Holding922967104 - VERADERMICS INC $9,835,200 Holding28106W103 - Editas Medicine $4,310,820 Holding869367201 - SUTRO BIOPHARMA INC $3,794,182 HoldingK08588103 - ASCENDIS PHARMA A/S $3,165,700 Holding Largest Purchases this Quarter CG ONCOLOGY INC 1,810,478 shares (about $128.63M)Tango Therapeutics 2,726,132 shares (about $80.78M)Revolution Medicines 161,237 shares (about $30.20M)Pharvaris 601,770 shares (about $20.81M)Mirum Pharmaceuticals 110,393 shares (about $12.92M) Largest Sales this Quarter Agios Pharmaceuticals 152,647 shares (about $5.66M)Vaxcyte 78,650 shares (about $4.69M)IDEAYA Biosciences 48,418 shares (about $1.80M)Relay Therapeutics 79,516 shares (about $1.49M)Silence Therapeutics 96,652 shares (about $1.06M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeven Fleet Capital Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCG ONCOLOGY INC$134,017,068$128,634,462 â–²2,389.8%1,886,23622.1%COMTNGXTango Therapeutics$95,660,985$80,784,647 â–²543.0%3,228,14415.8%HealthcareRVMDRevolution Medicines$45,327,191$30,196,465 â–²199.6%242,0297.5%HealthcarePHVSPharvaris$26,782,245$20,809,207 â–²348.4%774,5014.4%HealthcareLQDALiquidia$20,458,957$5,479,604 â–²36.6%256,6033.4%HealthcareELVNEnliven Therapeutics$18,543,340$10,218,817 â–²122.8%365,3863.1%HealthcareABIVAX SA$14,836,369$9,099,259 â–²158.6%111,3342.4%SPONSORED ADSAVALO THERAPEUTICS INC$14,243,737$10,292,362 â–²260.5%770,7652.4%COM NEWMIRMMirum Pharmaceuticals$12,923,709$12,923,709 â–²New Holding110,3932.1%HealthcareASSEMBLY BIOSCIENCES INC$11,902,879$10,359,960 â–²671.5%433,1472.0%COM NEWIPSCCentury Therapeutics$10,652,174$3,430,000 â–²47.5%4,347,8261.8%HealthcareCYTKCytokinetics$10,072,866$4,853,360 â–²93.0%118,2401.7%HealthcareTSHATaysha Gene Therapies$9,940,323$5,805,957 â–²140.4%1,504,4001.6%HealthcareVERADERMICS INC$9,835,200$9,835,200 â–²New Holding80,0001.6%COMMON STOCKARRIVENT BIOPHARMA INC$8,567,092$6,821,338 â–²390.7%246,6061.4%COMTARSTarsus Pharmaceuticals$7,909,873$6,572,045 â–²491.2%117,0671.3%HealthcareXNCRXencor$7,828,524$6,128,080 â–²360.4%368,3051.3%HealthcareROIVRoivant Sciences$7,790,259$3,254,394 â–²71.7%220,1261.3%HealthcareDAMORA THERAPEUTICS INC$7,398,024$4,764,564 â–²180.9%284,4301.2%COM NEWAXSMAxsome Therapeutics$7,055,740$3,615,498 â–²105.1%28,8261.2%HealthcareDEFINIUM THERAPEUTICS INC$6,992,355$2,293,670 â–²48.8%148,6471.2%COM SHSDIANTHUS THERAPEUTICS INC$6,309,198$1,020,128 â–²19.3%64,7231.0%COMCOGTCogent Biosciences$5,708,637$73,104 â–¼-1.3%147,5100.9%HealthcareERASErasca$5,642,689$1,567,075 â–²38.5%308,0070.9%HealthcarePTGXProtagonist Therapeutics$5,565,132$5,074,812 â–²1,035.0%45,4000.9%HealthcareNERVMinerva Neurosciences$5,557,620$4,178,578 â–²303.0%1,001,3730.9%HealthcareEDITEditas Medicine$4,310,820$4,310,820 â–²New Holding1,330,5000.7%HealthcareCTMXCytomX Therapeutics$4,070,243$2,677,500 â–²192.2%1,085,3980.7%HealthcareEUPRAXIA PHARMACEUTICALS INC$4,037,289$1,171,755 â–²40.9%610,7850.7%COMSUTRO BIOPHARMA INC$3,794,182$3,794,182 â–²New Holding159,1180.6%COM SHSRLAYRelay Therapeutics$3,334,534$1,487,745 â–¼-30.9%178,2220.6%HealthcareCLDXCelldex Therapeutics$3,224,767$2,134,514 â–²195.8%86,6640.5%HealthcareASCENDIS PHARMA A/S$3,165,700$3,165,700 â–²New Holding11,8690.5%ORD SHSSAGIMET BIOSCIENCES INC$3,119,403$3,119,403 â–²New Holding403,5450.5%COM SER AZLABZai Lab$2,924,756$1,250,573 â–²74.7%136,0160.5%HealthcareSAB BIOTHERAPEUTICS INC$2,870,700$2,480,700 â–²636.1%736,0770.5%COM NEWMDGLMadrigal Pharmaceuticals$2,670,252$848,381 â–²46.6%4,9730.4%HealthcarePRAXIS PRECISION MEDICINES I$2,524,317$2,524,317 â–²New Holding7,5400.4%COM NEWRLMDRelmada Therapeutics$2,409,994$2,409,994 â–²New Holding348,2650.4%HealthcareAGIOAgios Pharmaceuticals$2,111,559$5,664,730 â–¼-72.8%56,9000.3%HealthcareXENEXenon Pharmaceuticals$2,084,468$2,084,468 â–²New Holding33,3000.3%HealthcareSVRASavara$1,904,074$82,636 â–²4.5%309,1030.3%HealthcareCCCCC4 Therapeutics$1,780,059$1,513,514 â–²567.8%381,1690.3%HealthcarePCVXVaxcyte$1,777,570$4,691,473 â–¼-72.5%29,8000.3%HealthcareCELCCelcuity$1,700,284$1,072,564 â–²170.9%16,2520.3%HealthcareSNDXSyndax Pharmaceuticals$1,645,046$1,645,046 â–²New Holding77,9300.3%HealthcareZNTLZentalis Pharmaceuticals$1,451,432$948,732 â–²188.7%317,6000.2%HealthcareGPCRStructure Therapeutics$1,441,572$957,462 â–²197.8%26,8000.2%HealthcareLEONABIO INC$1,416,666$96,706 â–¼-6.4%154,1530.2%COMIDYAIDEAYA Biosciences$1,411,229$1,804,539 â–¼-56.1%37,8650.2%HealthcareGERNGeron$1,353,252$810,302 â–²149.2%1,057,2280.2%HealthcareADLAI NORYTE LTD$1,301,881$1,301,881 â–²New Holding113,2070.2%SPONSORED ADSCRVSCorvus Pharmaceuticals$1,238,3770.0%82,8900.2%HealthcareALKSAlkermes$1,220,018$46,370 â–¼-3.7%23,2850.2%HealthcareSPYRE THERAPEUTICS INC$1,180,774$567,304 â–¼-32.5%13,3000.2%COM NEWPERSPECTIVE THERAPEUTICS INC$1,134,210$158,459 â–¼-12.3%332,6130.2%COM NEWONKURE THERAPEUTICS INC$1,098,791$1,098,791 â–²New Holding240,9630.2%COM CL ASMMTSummit Therapeutics$1,090,930$1,090,930 â–²New Holding73,3000.2%HealthcareAN2 THERAPEUTICS INC$1,011,299$44,746 â–²4.6%208,9460.2%COMCONTINEUM THERAPEUTICS INC$992,267$548,852 â–²123.8%60,5410.2%CL ATRVITrevi Therapeutics$833,430$337,207 â–²68.0%45,5980.1%HealthcareVYGRVoyager Therapeutics$771,860$385,930 â–²100.0%230,4060.1%HealthcareIVAInventiva$756,5330.0%200,1410.1%HealthcareENGENE THERAPEUTICS INC$711,142$711,142 â–²New Holding411,0650.1%COMLRMRLarimar Therapeutics$704,309$78,275 â–¼-10.0%230,9210.1%HealthcareINHIBIKASE THERAPEUTICS INC$704,207$43,239 â–²6.5%346,9000.1%COM NEWNEUROGENE INC$693,787$693,787 â–²New Holding22,0600.1%COMIHIiShares U.S. Medical Devices ETF$681,858$681,858 â–²New Holding13,8000.1%ETFSLNSilence Therapeutics$659,975$1,061,239 â–¼-61.7%60,1070.1%HealthcareKRYSKrystal Biotech$659,343$944,786 â–¼-58.9%1,7740.1%HealthcareOPUS GENETICS INC$588,293$36,558 â–²6.6%143,1370.1%COMPALISADE BIO INC$568,906$123,527 â–²27.7%272,2040.1%COMEOLSEvolus$541,7160.0%78,0570.1%HealthcareUNICYCIVE THERAPEUTICS INC$521,136$240,408 â–²85.6%103,4000.1%COM NEWCMPXCompass Therapeutics$510,415$621,755 â–¼-54.9%233,0660.1%HealthcareBCRXBioCryst Pharmaceuticals$510,240$514,690 â–¼-50.2%51,0240.1%HealthcareBRIGHT MINDS BIOSCIENCES INC$448,9290.0%6,3950.1%COM NEWPRTAProthena$423,9070.0%43,3000.1%HealthcareGLUEMonte Rosa Therapeutics$406,560$138,666 â–¼-25.4%16,8000.1%HealthcareOLMAOlema Pharmaceuticals$393,765$393,765 â–²New Holding31,4760.1%HealthcareMISTMilestone Pharmaceuticals$362,112$84,554 â–¼-18.9%270,2330.1%HealthcareENTXEntera Bio$338,697$25,113 â–¼-6.9%191,3540.1%HealthcareCUE BIOPHARMA INC$337,755$337,755 â–²New Holding10,7020.1%COMMBX BIOSCIENCES INC$331,200$331,200 â–²New Holding6,0000.1%COMBEAMBeam Therapeutics$302,1530.0%8,8040.0%HealthcareAZNCFAstraZeneca$265,468$265,468 â–²New Holding1,4000.0%HealthcareAMLXAmylyx Pharmaceuticals$261,138$38,273 â–¼-12.8%14,5400.0%HealthcareSTOKStoke Therapeutics$255,353$255,353 â–²New Holding7,7450.0%HealthcareVKTXViking Therapeutics$251,884$251,884 â–²New Holding7,4040.0%HealthcareLPCNLipocine$201,836$118,016 â–¼-36.9%78,8420.0%HealthcareCRBPCorbus Pharmaceuticals$201,032$602,711 â–¼-75.0%21,4320.0%HealthcarePROMIS NEUROSCIENCES INC$139,4960.0%10,6000.0%COM SHSWVEWAVE Life Sciences$99,812$99,812 â–²New Holding19,0480.0%HealthcarePMVPPMV Pharmaceuticals$71,782$13,305 â–¼-15.6%53,5690.0%HealthcareFULCFulcrum Therapeutics$66,206$73,241 â–¼-52.5%18,0890.0%HealthcareQUREuniQure$15,254$15,254 â–²New Holding3380.0%HealthcareCG ONCOLOGY INC$0$97,418,118 â–¼-100.0%00.0%COMTYRATyra Biosciences$0$7,494,736 â–¼-100.0%00.0%HealthcareTANGO THERAPEUTICS INC$0$6,289,556 â–¼-100.0%00.0%COMAVALO THERAPEUTICS INC$0$5,375,756 â–¼-100.0%00.0%COM NEWShowing largest 100 holdings. 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