Seven Fleet Capital Management Lp Top Holdings and 13F Report (2026) About Seven Fleet Capital Management LpInvestment ActivitySeven Fleet Capital Management Lp has $315.09 million in total holdings as of March 31, 2026.Seven Fleet Capital Management Lp owns shares of 114 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 78.03% of the portfolio was purchased this quarter.About 39.51% of the portfolio was sold this quarter.This quarter, Seven Fleet Capital Management Lp has purchased 85 new stocks and bought additional shares in 36 stocks.Seven Fleet Capital Management Lp sold shares of 17 stocks and completely divested from 29 stocks this quarter.Largest Holdings CG ONCOLOGY INC $97,418,118Tango Therapeutics $10,502,091Revolution Medicines $7,857,022Tyra Biosciences $7,494,736Liquidia $7,090,440 Largest New Holdings this Quarter 156944101 - CG ONCOLOGY INC $97,418,118 Holding15673T100 - Century Therapeutics $6,662,087 Holding87583X110 - TANGO THERAPEUTICS INC $6,289,556 Holding05338F307 - AVALO THERAPEUTICS INC $5,375,756 Holding603380206 - MINERVA NEUROSCIENCES INC $5,357,755 Holding Largest Purchases this Quarter CG ONCOLOGY INC 1,439,393 shares (about $97.42M)Century Therapeutics 2,947,826 shares (about $6.66M)TANGO THERAPEUTICS INC 300,648 shares (about $6.29M)Agios Pharmaceuticals 177,809 shares (about $6.02M)Tango Therapeutics 286,840 shares (about $6.00M) Largest Sales this Quarter CG ONCOLOGY INC 1,439,393 shares (about $97.42M)Cogent Biosciences 64,700 shares (about $2.49M)Nuvalent 10,529 shares (about $1.08M)NEKTAR THERAPEUTICS 10,700 shares (about $769.87K)Geron 353,700 shares (about $527.01K) 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$97,418,118$97,418,118 â–²New Holding1,439,39330.9%COMTNGXTango Therapeutics$10,502,091$6,000,693 â–²133.3%502,0123.3%MedicalRVMDRevolution Medicines$7,857,022$1,457,972 â–²22.8%80,7922.5%MedicalTYRATyra Biosciences$7,494,736$4,447,588 â–²146.0%195,6852.4%MedicalLQDALiquidia$7,090,440$3,646,024 â–²105.9%187,8762.3%MedicalAGIOAgios Pharmaceuticals$7,088,975$6,015,278 â–²560.2%209,5472.2%MedicalIPSCCentury Therapeutics$6,662,087$6,662,087 â–²New Holding2,947,8262.1%MedicalELVNEnliven Therapeutics$6,429,976$2,511,818 â–²64.1%164,0302.0%MedicalPCVXVaxcyte$6,302,029$4,828,069 â–²327.6%108,4502.0%MedicalTANGO THERAPEUTICS INC$6,289,556$6,289,556 â–²New Holding300,6482.0%COMCOGTCogent Biosciences$5,750,368$2,490,303 â–¼-30.2%149,3991.8%MedicalAVALO THERAPEUTICS INC$5,375,756$5,375,756 â–²New Holding360,0641.7%COM NEWMINERVA NEUROSCIENCES INC$5,357,755$5,357,755 â–²New Holding889,2541.7%COM NEWCG ONCOLOGY INC$5,127,301$97,418,110 â–¼-95.0%75,7581.6%COMPHVSPharvaris$4,879,651$3,316,239 â–²212.1%172,7311.5%MedicalABIVAX SA$4,793,840$3,290,726 â–²218.9%43,0521.5%SPONSORED ADSDIANTHUS THERAPEUTICS INC$4,553,331$3,323,819 â–²270.3%54,2581.4%COMPHARVARIS N V$4,067,040$4,067,040 â–²New Holding143,9661.3%COMCYTKCytokinetics$4,038,240$3,357,060 â–²492.8%61,2691.3%MedicalSLNOSoleno Therapeutics$3,875,980$479,065 â–¼-11.0%115,7701.2%MedicalENLIVEN THERAPEUTICS INC$3,733,918$3,733,918 â–²New Holding95,2531.2%COMERASErasca$3,599,532$3,599,532 â–²New Holding222,4681.1%MedicalROIVRoivant Sciences$3,550,254$3,550,254 â–²New Holding128,1681.1%MedicalCYTOMX THERAPEUTICS INC.$3,355,800$3,355,800 â–²New Holding714,0001.1%COMAVALO THERAPEUTICS INC$3,192,318$2,246,607 â–²237.6%213,8191.0%COM NEWEUPRAXIA PHARMACEUTICALS INC$3,138,649$3,138,649 â–²New Holding433,5151.0%COMIDYAIDEAYA Biosciences$2,874,950$2,874,950 â–²New Holding86,2830.9%MedicalTSHATaysha Gene Therapies$2,796,915$2,049,428 â–²274.2%625,7080.9%MedicalASNDAscendis Pharma A/S$2,785,703$1,488,804 â–²114.8%12,1790.9%MedicalCMPXCompass Therapeutics$2,734,782$273,890 â–¼-9.1%516,9720.9%MedicalDAMORA THERAPEUTICS INC$2,622,323$2,622,323 â–²New Holding101,2480.8%COM NEWKALVKalVista Pharmaceuticals$2,586,443$1,611,910 â–²165.4%128,4870.8%MedicalRLAYRelay Therapeutics$2,564,493$1,838,143 â–²253.1%257,7380.8%MedicalAXSMAxsome Therapeutics$2,375,576$185,922 â–²8.5%14,0550.8%MedicalCOMPASS THERAPEUTICS INC$2,240,664$2,240,664 â–²New Holding423,5660.7%COMDIANTHUS THERAPEUTICS INC$2,228,160$2,228,160 â–²New Holding26,5510.7%COMEUPRAXIA PHARMACEUTICALS INC$1,998,240$1,998,240 â–²New Holding276,0000.6%COMDEFINIUM THERAPEUTICS INC$1,887,864$1,887,864 â–²New Holding99,8870.6%COM SHSMLYSMineralys Therapeutics$1,884,678$746,221 â–²65.5%69,5710.6%MedicalSOLENO THERAPEUTICS INC$1,807,920$1,807,920 â–²New Holding54,0000.6%COMMDGLMadrigal Pharmaceuticals$1,776,134$802,480 â–²82.4%3,3930.6%MedicalCTMXCytomX Therapeutics$1,745,571$1,515,750 â–²659.5%371,3980.6%MedicalLEONABIO INC$1,692,869$377,533 â–²28.7%164,6760.5%COMSVRASavara$1,614,456$1,271,776 â–²371.1%295,6880.5%MedicalPERSPECTIVE THERAPEUTICS INC$1,580,772$1,580,772 â–²New Holding379,0820.5%COM NEWASSEMBLY BIOSCIENCES INC$1,558,080$488,816 â–¼-23.9%56,1470.5%COM NEWSAB BIOTHERAPEUTICS INC$1,532,000$1,532,000 â–²New Holding400,0000.5%COM NEWNERVMinerva Neurosciences$1,497,068$1,497,068 â–²New Holding248,4760.5%MedicalZLABZai Lab$1,464,509$1,464,509 â–²New Holding77,8580.5%MedicalTARSTarsus Pharmaceuticals$1,388,970$1,073,295 â–²340.0%19,8000.4%MedicalCRVSCorvus Pharmaceuticals$1,212,681$1,212,681 â–²New Holding82,8900.4%MedicalVAXCYTE INC$1,162,200$1,162,200 â–²New Holding20,0000.4%COMARRIVENT BIOPHARMA INC$1,159,314$1,159,314 â–²New Holding50,2520.4%COMLRMRLarimar Therapeutics$1,154,633$1,154,633 â–²New Holding256,5850.4%MedicalKRYSKrystal Biotech$1,114,909$81,629 â–²7.9%4,3160.4%MedicalIVAInventiva$1,110,783$1,110,783 â–²New Holding200,1410.4%MedicalLPCNLipocine$998,287$998,287 â–²New Holding124,9420.3%MedicalSPYRE THERAPEUTICS INC$993,164$993,164 â–²New Holding19,6900.3%COM NEWBCRXBioCryst Pharmaceuticals$975,733$975,733 â–²New Holding102,4930.3%MedicalXNCRXencor$964,800$356,421 â–¼-27.0%80,0000.3%MedicalCLDXCelldex Therapeutics$929,396$929,396 â–²New Holding29,3000.3%MedicalREPLReplimune Group$921,060$921,060 â–²New Holding120,4000.3%MedicalMAZE THERAPEUTICS INC$916,604$916,604 â–²New Holding30,7070.3%COMELYMEliem Therapeutics$894,980$371,640 â–²71.0%130,6540.3%MedicalCMPSCompass Pathways$873,856$652,656 â–²295.1%158,0210.3%MedicalALKSAlkermes$854,651$854,651 â–²New Holding24,1700.3%MedicalSLNSilence Therapeutics$826,120$48,268 â–²6.2%156,7590.3%MedicalCRBPCorbus Pharmaceuticals$804,601$271,718 â–²51.0%85,6870.3%MedicalCELCCelcuity$684,840$266,859 â–¼-28.0%6,0000.2%MedicalAN2 THERAPEUTICS INC$682,977$682,977 â–²New Holding199,7010.2%COMDNLIDenali Therapeutics$677,491$677,491 â–²New Holding35,2860.2%MedicalUTHRUnited Therapeutics$668,881$101,992 â–¼-13.2%1,1280.2%MedicalLLYEli Lilly and Company$662,234$662,234 â–²New Holding7200.2%MedicalVSTMVerastem$654,020$573,778 â–²715.1%123,4000.2%MedicalLIQUIDIA CORPORATION$641,580$641,580 â–²New Holding17,0000.2%COM NEWGERNGeron$632,028$527,013 â–¼-45.5%424,1800.2%MedicalOPUS GENETICS INC$610,801$610,801 â–²New Holding134,2420.2%COMINHIBIKASE THERAPEUTICS INC$547,008$349,521 â–¼-39.0%325,6000.2%COM NEWCNTXContext Therapeutics$499,857$499,857 â–²New Holding190,7850.2%MedicalBRIGHT MINDS BIOSCIENCES INC$466,644$466,644 â–²New Holding6,3950.1%COM NEWVYGRVoyager Therapeutics$444,684$444,684 â–²New Holding115,2030.1%MedicalGPCRStructure Therapeutics$433,800$433,800 â–²New Holding9,0000.1%MedicalPTGXProtagonist Therapeutics$421,600$421,600 â–¼-50.0%4,0000.1%MedicalPRTAProthena$420,8760.0%43,3000.1%MedicalNTLAIntellia Therapeutics$403,830$403,830 â–²New Holding31,5000.1%MedicalMISTMilestone Pharmaceuticals$396,666$396,666 â–²New Holding333,3330.1%MedicalSAB BIOTHERAPEUTICS INC$383,000$383,000 â–²New Holding100,0000.1%COM NEWPALISADE BIO INC$372,925$200,200 â–¼-34.9%213,1000.1%COMGLUEMonte Rosa Therapeutics$370,619$304,819 â–²463.3%22,5300.1%MedicalEWTXEdgewise Therapeutics$368,582$305,582 â–²485.1%11,7010.1%MedicalUNICYCIVE THERAPEUTICS INC$366,506$366,506 â–²New Holding55,7000.1%COM NEWCONTINEUM THERAPEUTICS INC$353,325$353,325 â–²New Holding27,0540.1%CL ATRVITrevi Therapeutics$323,887$239,065 â–²281.8%27,1490.1%MedicalEOLSEvolus$320,814$16,206 â–¼-4.8%78,0570.1%MedicalNEKTAR THERAPEUTICS$309,385$769,865 â–¼-71.3%4,3000.1%COM NEWFULCFulcrum Therapeutics$292,227$292,227 â–²New Holding38,1000.1%MedicalSEPTERNA INC$275,0230.0%11,4450.1%COMOCULOcular Therapeutix$265,077$120,240 â–²83.0%31,2960.1%MedicalZNTLZentalis Pharmaceuticals$257,400$257,400 â–²New Holding110,0000.1%MedicalAMLXAmylyx Pharmaceuticals$231,727$70,890 â–²44.1%16,6710.1%MedicalShowing largest 100 holdings. 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