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 | $28.33 | -3.70% | 783.93% | -74.53% | $225.7M | 16.30% | — | HELD |
| 2 | DNTH | DIANTHUS THERAPEUTICS INC | $104.09 | 2.44% | 405.54% | 1.65% | $212.9M | 15.38% | — | HELD |
| 3 | COGT | COGENT BIOSCIENCES INC | $39.57 | -2.70% | 247.33% | 378.21% | $211.8M | 15.30% | — | HELD |
| 4 | SYRE | SPYRE THERAPEUTICS INC | $97.87 | -2.09% | 501.91% | -46.00% | $202.7M | 14.64% | — | HELD |
| 5 | ORKA | ORUKA THERAPEUTICS INC | $88.07 | -2.63% | 547.57% | 341.62% | $181.7M | 13.13% | — | HELD |
| 6 | VRDN | VIRIDIAN THERAPEUTICS INC | $19.88 | 1.90% | 12.06% | 45.81% | $76.6M | 5.53% | — | HELD |
| 7 | ELVN | ENLIVEN THERAPEUTICS INC | $52.97 | -1.47% | 182.81% | 176.46% | $72.7M | 5.25% | — | HELD |
| 8 | JBIO | JADE BIOSCIENCES INC | $19.35 | -1.78% | 180.84% | -96.68% | $64.0M | 4.62% | — | HELD |
| 9 | CBIO | CRESCENT BIOPHARMA INC. | $14.77 | -10.16% | 23.08% | -106.05% | $50.5M | 3.65% | — | HELD |
| 10 | ZBIO | ZENAS BIOPHARMA INC | $31.09 | -3.72% | 109.54% | 52.06% | $46.1M | 3.33% | — | HELD |
| 11 | APGE | APOGEE THERAPEUTICS INC | $134.20 | 0.02% | 255.42% | 484.87% | $25.1M | 1.82% | — | HELD |
| 12 | IKT | INHIBIKASE THERAPEUTICS INC | $2.21 | -4.33% | 45.39% | -84.46% | $14.5M | 1.05% | — | HELD |
Source: SEC EDGAR · accession 0001104659-26-062419. 13F discloses long positions only — shorts, foreign equities, and options are excluded.