Fairmount Funds Management LLC 13F holdings
Fairmount Funds Management LLC reported 12 positions with a total reported value of $1.5B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: ORKA ORUKA THERAPEUTICS INC (23.3%), DNTH DIANTHUS THERAPEUTICS INC (16.3%), DMRA DAMORA THERAPEUTICS INC (15.0%), COGT COGENT BIOSCIENCES INC (14.1%), JBIO JADE BIOSCIENCES INC (6.7%). Against 2026-03-31 it opened 1 new position and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
12 largest of 12 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ORKA ORUKA THERAPEUTICS INC | 3,705,262 | $352.6M | 23.3% |
| DNTH DIANTHUS THERAPEUTICS INC | 2,537,191 | $247.3M | 16.3% |
| DMRA DAMORA THERAPEUTICS INC | 8,713,000 | $226.6M | 15.0% |
| COGT COGENT BIOSCIENCES INC | 5,503,418 | $213.0M | 14.1% |
| JBIO JADE BIOSCIENCES INC | 4,553,494 | $101.2M | 6.7% |
| ELVN ENLIVEN THERAPEUTICS INC | 1,855,644 | $94.2M | 6.2% |
| VIRIDIAN THERAPEUTICS INC | 5,090,928 | $93.5M | 6.2% |
| ZBIO ZENAS BIOPHARMA INC | 2,359,025 | $59.9M | 4.0% |
| CBIO CRESCENT BIOPHARMA INC. | 2,747,866 | $49.5M | 3.3% |
| APGE APOGEE THERAPEUTICS INC | 298,647 | $39.6M | 2.6% |
| FTH FAETH THERAPEUTICS INC | 722,020 | $18.1M | 1.2% |
| IKT INHIBIKASE THERAPEUTICS INC | 8,625,000 | $17.5M | 1.2% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 1 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| FTH FAETH THERAPEUTICS INC | 722,020 | $18.1M | 1.2% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| SYRE SPYRE THERAPEUTICS INC | 4,018,101 | $202.7M | 14.6% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VIRIDIAN THERAPEUTICS INC | 3,914,458 | 5,090,928 | +30.1% | $93.5M |
Decreases
No position was decreased.
CIK 1802528 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
