Patient Square Capital LP
CIK: 0001819257SEC EDGAR →
Portfolio Value
$467.1M
Holdings
28
As of
Q4 2025
New Positions
8
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ROIVANT SCIENCES LTD | 8,166,047 | $177.2M | 37.93% |
| 2 | INSMED INC | 267,000 | $46.5M | 9.95% |
| 3 | MIRUM PHARMACEUTICALS INC | 298,682 | $23.6M | 5.05% |
| 4 | ARGENX SE | 26,000 | $21.9M | 4.68% |
| 5 | BEONE MEDICINES LTD | 69,312 | $21.1M | 4.51% |
| 6 | ABIVAX SA | 130,000 | $17.5M | 3.75% |
| 7 | PHARVARIS N V | 542,696 | $15.1M | 3.22% |
| 8 | EYEPOINT INC | 780,000 | $14.3M | 3.05% |
| 9 | TERNS PHARMACEUTICALS INC | 320,000 | $12.9M | 2.77% |
| 10 | CELCUITY INC | 120,000 | $12.0M | 2.56% |
Quarterly Changes
New Positions (9)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 27 | $420.7M | 90.1% |
| Unknown | 1 | $46.5M | 9.9% |