Institutional
Fairmount Funds Management LLC
CIK 0001802528
$1.38B
Reported AUM
12
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Fairmount Funds Management LLC · Q1 2026
AI · grounded in 13F
Fairmount Funds Management LLC established a new position in DMRA valued at $225.67M. The fund closed its positions in NUVALENT INC and KINIKSA PHARMACEUTICALS INTL, reducing exposure by $73.19M and $54.44M respectively. Additionally, the manager trimmed its holdings in APGE by 85.42% and COGT by 38.87%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DMRA | DAMORA THERAPEUTICS INC | $29.21 | 3.11% | 811.39% | -73.74% | $225.7M | 16.30% | — | HELD |
| 2 | DNTH | DIANTHUS THERAPEUTICS INC | $112.64 | 8.21% | 447.06% | 10.00% | $212.9M | 15.38% | — | HELD |
| 3 | COGT | COGENT BIOSCIENCES INC | $41.36 | 4.52% | 257.28% | 391.91% | $211.8M | 15.30% | — | HELD |
| 4 | SYRE | SPYRE THERAPEUTICS INC | $101.50 | 3.71% | 524.23% | -44.00% | $202.7M | 14.64% | — | HELD |
| 5 | ORKA | ORUKA THERAPEUTICS INC | $97.86 | 11.12% | 619.56% | 390.71% | $181.7M | 13.13% | — | HELD |
| 6 | VRDN | VIRIDIAN THERAPEUTICS INC | $19.90 | 0.10% | 14.19% | 48.58% | $76.6M | 5.53% | — | HELD |
| 7 | ELVN | ENLIVEN THERAPEUTICS INC | $53.95 | 1.85% | 188.04% | 181.58% | $72.7M | 5.25% | — | HELD |
| 8 | JBIO | JADE BIOSCIENCES INC | $20.00 | 3.36% | 190.28% | -96.57% | $64.0M | 4.62% | — | HELD |
| 9 | CBIO | CRESCENT BIOPHARMA INC. | $15.02 | 1.69% | 25.17% | -106.15% | $50.5M | 3.65% | — | HELD |
| 10 | ZBIO | ZENAS BIOPHARMA INC | $32.27 | 3.80% | 101.75% | 46.41% | $46.1M | 3.33% | — | HELD |
| 11 | APGE | APOGEE THERAPEUTICS INC | $134.30 | 0.07% | 255.36% | 484.79% | $25.1M | 1.82% | — | HELD |
| 12 | IKT | INHIBIKASE THERAPEUTICS INC | $2.28 | 3.17% | 50.00% | -83.97% | $14.5M | 1.05% | — | HELD |
Source: SEC EDGAR · accession 0001104659-26-062419. 13F discloses long positions only — shorts, foreign equities, and options are excluded.