account_balance
Investment manager · 13F filer · SEC CIK 2077247
Trails Edge Capital Partners, LP
Reported value$630Mas of Jun 30, 2026
Positions35 13 new, 4 sold out
Top 10 weight50.3%LBRX alone is 8%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
LBRXLb Pharmaceuticals Inc
7.8%Added +15%
NRIXNurix Therapeutics Inc
6.1%Trimmed −10%
IMCRImmunocore Hldgs PLC
5.4%Added +56%
TRAXFirst Tracks Biotherapeutics
4.8%New
FDMT4d Molecular Therapeutics In
4.7%Added +71%
BMRNBiomarin Pharmaceutical Inc
4.7%New
DSGNDesign Therapeutics Inc
4.6%Added +135%
XENEXenon Pharmaceuticals Inc
4.2%
MIRMMirum Pharmaceuticals Inc
4.2%Trimmed −33%
INSMInsmed Inc
3.9%New
CYTKCytokinetics Inc
3.9%Trimmed −4%
SNDXSyndax Pharmaceuticals Inc
3.9%Added +58%
LBRXLb Pharmaceuticals Inc
7.8%Added +15%
NRIX6.1%IMCR5.4%TRAX4.8%FDMT4.7%BMRN4.7%DSGN4.6%XENE4.2%MIRM4.2%INSM3.9%CYTK3.9%SNDX3.9%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
LBRX Lb Pharmaceuticals Inc 7.8% Added +15%NRIX Nurix Therapeutics Inc 6.1% Trimmed −10%IMCR Immunocore Hldgs PLC 5.4% Added +56%TRAX First Tracks Biotherapeutics 4.8% NewFDMT 4d Molecular Therapeutics In 4.7% Added +71%BMRN Biomarin Pharmaceutical Inc 4.7% NewDSGN Design Therapeutics Inc 4.6% Added +135%XENE Xenon Pharmaceuticals Inc 4.2% HeldMIRM Mirum Pharmaceuticals Inc 4.2% Trimmed −33%INSM Insmed Inc 3.9% NewCYTK Cytokinetics Inc 3.9% Trimmed −4%SNDX Syndax Pharmaceuticals Inc 3.9% Added +58%
What changed