account_balance
Investment manager · 13F filer · SEC CIK 1819257
Patient Square Capital LP
Reported value$627Mas of Sep 30, 2026
Positions23 6 new, 6 sold out
Top 10 weight80.6%ROIV alone is 45%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ROIVRoivant Sciences Ltd.
45.0%Trimmed −4%
RVMDRevolution Medicines, Inc.
6.4%Trimmed −29%
UTHRUnited Therapeutics Corp
5.4%Added +69%
ARGXArgenx SE
4.3%+22%
PHVSPharvaris N.V.
4.1%+20%
ABVXAbivax S.A.
3.8%Added +18%
BLTEBelite Bio, Inc
3.6%Added +20%
MIRMMirum Pharmaceuticals, Inc.
3.2%Trimmed −10%
ZLABZai Lab Ltd
2.5%New
DFTXDefinium Therapeutics, Inc.
2.3%New
CMPSCompass Pathways PLC
2.1%
DBVTDBV Technologies S.A.
2.1%
ROIVRoivant Sciences Ltd.
45.0%Trimmed −4%
RVMDRevolution Medicines, Inc.
6.4%
UTHRUnited Therapeutics Corp
5.4%
ARGX4.3%PHVS4.1%ABVX3.8%BLTE3.6%MIRM3.2%ZLAB2.5%DFTX2.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ROIV Roivant Sciences Ltd. 45.0% Trimmed −4%RVMD Revolution Medicines, Inc. 6.4% Trimmed −29%UTHR United Therapeutics Corp 5.4% Added +69%ARGX Argenx SE 4.3% Added +22%PHVS Pharvaris N.V. 4.1% Added +20%ABVX Abivax S.A. 3.8% Added +18%BLTE Belite Bio, Inc 3.6% Added +20%MIRM Mirum Pharmaceuticals, Inc. 3.2% Trimmed −10%ZLAB Zai Lab Ltd 2.5% NewDFTX Definium Therapeutics, Inc. 2.3% NewCMPS Compass Pathways PLC 2.1% NewDBVT DBV Technologies S.A. 2.1% Added +22%
What changed
Biggest moves since Jun 30, 2026
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