Holdings of Patient Square Capital LP
25 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 65.9 % of the equity sleeve
Sector breakdown
- Health care 20.5 %
- Unattributed 79.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 70.0 %
- KY 12.0 %
- FR 9.2 %
- NL 8.8 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 20 | 212.7M $ | 69.96 % |
| 2 | KY | 2 | 36.5M $ | 12.01 % |
| 3 | FR | 2 | 28M $ | 9.21 % |
| 4 | NL | 1 | 26.8M $ | 8.82 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Argenx SE | 36,718 | 26.8M $ | |
| 2 | Insmed Inc | 157,500 | 25.8M $ | |
| 3 | BEONE MEDICINES LTD | 80,542 | 23.9M $ | |
| 4 | Cogent Biosciences Inc | 596,000 | 22.9M $ | |
| 5 | Mirum Pharmaceuticals Inc | 230,000 | 21.2M $ | |
| 6 | Belite Bio Inc | 116,684 | 18.6M $ | |
| 7 | LEGEND BIOTECH CORP | 990,000 | 17.9M $ | |
| 8 | Nektar Therapeutics | 210,000 | 15.1M $ | |
| 9 | DBV Technologies SA | 693,534 | 14.5M $ | |
| 10 | Abivax SA | 121,245 | 13.5M $ | |
| 11 | Celcuity Inc | 95,000 | 10.8M $ | |
| 12 | EyePoint Inc | 795,000 | 10.2M $ | |
| 13 | Merck & Co Inc | 80,000 | 9.6M $ | |
| 14 | Arcutis Biotherapeutics Inc | 400,645 | 9.4M $ | |
| 15 | Allogene Therapeutics Inc | 3,450,000 | 8.4M $ | |
| 16 | Kymera Therapeutics Inc | 100,000 | 8.3M $ | |
| 17 | Dianthus Therapeutics Inc | 93,882 | 7.9M $ | |
| 18 | Enliven Therapeutics Inc | 200,000 | 7.8M $ | |
| 19 | Perspective Therapeutics Inc | 1,625,000 | 6.8M $ | |
| 20 | Harrow Inc | 165,209 | 5.8M $ | |
| 21 | Protara Therapeutics Inc | 1,030,846 | 5.4M $ | |
| 22 | CytomX Therapeutics Inc | 1,085,790 | 5.1M $ | |
| 23 | Arcus Biosciences Inc | 195,000 | 4.2M $ | |
| 24 | Assembly Biosciences Inc | 136,315 | 3.8M $ | |
| 25 | Spyre Therapeutics Inc | 1,000 | 50.4K $ |