Institutional
Jones Hill Capital LP
CIK 0002102314
$466.5M
Reported AUM
26
Positions
Q1 2026
Period
2026-05-14
Filed
The Brief · Jones Hill Capital LP · Q1 2026
AI · grounded in 13F
Jones Hill Capital LP established a new position in BioMarin Pharmaceutical Inc BMRN valued at $71.7M. The fund also initiated new stakes in Vertex Pharmaceuticals Inc VRTX for $48.5M and Vaxcyte Inc PCVX for $37.5M. Additional new positions include Nuvalent Inc NUVL, Capricor Therapeutics Inc CAPR, and Terns Pharmaceuticals Inc 430.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BMRN | BIOMARIN PHARMACEUTICAL INC | $56.77 | 0.53% | 0.21% | -26.01% | $71.7M | 15.36% | — | HELD |
| 2 | VRTX | VERTEX PHARMACEUTICALS INC | $446.83 | 1.15% | -0.81% | 121.66% | $48.5M | 10.40% | — | HELD |
| 3 | PCVX | VAXCYTE INC | $47.36 | -2.87% | 28.03% | 118.45% | $37.5M | 8.03% | — | HELD |
| 4 | NUVL | NUVALENT INC | $90.95 | -3.27% | 16.57% | 149.66% | $30.8M | 6.61% | — | HELD |
| 5 | CAPR | CAPRICOR THERAPEUTICS INC | $26.71 | -4.44% | 87.70% | 511.21% | $27.6M | 5.93% | — | HELD |
| 6 | 430 | TERNS PHARMACEUTICALS INC | — | — | — | — | $27.5M | 5.89% | — | HELD |
| 7 | BCAX | BICARA THERAPEUTICS INC | $20.00 | -2.01% | 73.91% | -15.54% | $25.1M | 5.37% | — | HELD |
| 8 | ANIP | ANI PHARMACEUTICALS INC | $81.11 | 2.41% | 30.91% | 139.05% | $24.5M | 5.25% | — | HELD |
| 9 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $21.91 | -6.01% | -41.05% | -72.55% | $24.4M | 5.23% | — | HELD |
| 10 | ELVN | ENLIVEN THERAPEUTICS INC | $34.71 | -2.20% | 67.36% | 60.99% | $23.2M | 4.98% | — | HELD |
| 11 | AMLX | AMYLYX PHARMACEUTICALS INC | $13.32 | -6.92% | 149.91% | -59.51% | $22.2M | 4.76% | — | HELD |
| 12 | ARGX | ARGENX SE | $891.32 | 5.82% | 52.12% | 192.78% | $19.0M | 4.07% | — | HELD |
| 13 | FULC | FULCRUM THERAPEUTICS INC | $3.69 | 9.50% | -49.10% | -49.52% | $13.6M | 2.91% | — | HELD |
| 14 | VIR | VIR BIOTECHNOLOGY INC | $8.65 | -5.46% | 58.72% | -75.74% | $10.7M | 2.30% | — | HELD |
| 15 | NUVB | NUVATION BIO INC | $4.82 | -6.77% | 94.35% | -44.21% | $10.2M | 2.19% | — | HELD |
| 16 | ORKA | ORUKA THERAPEUTICS INC | $60.14 | -3.44% | 378.06% | 194.89% | $6.9M | 1.48% | — | HELD |
| 17 | CTNM | CONTINEUM THERAPEUTICS INC | $11.49 | -6.89% | 141.89% | -25.00% | $6.7M | 1.44% | — | HELD |
| 18 | MANE | VERADERMICS INC | $91.69 | -9.42% | 138.28% | 45.19% | $6.4M | 1.37% | — | HELD |
| 19 | TNXP | TONIX PHARMACEUTICALS HLDG C | $11.07 | -6.82% | -72.77% | -100.00% | $6.2M | 1.33% | — | HELD |
| 20 | GPCR | STRUCTURE THERAPEUTICS INC | $37.58 | -3.79% | 77.85% | 57.97% | $4.8M | 1.04% | — | HELD |
| 21 | TRDA | ENTRADA THERAPEUTICS INC | $6.37 | -9.00% | -23.44% | -78.61% | $4.7M | 1.01% | — | HELD |
| 22 | PHVS | PHARVARIS N V | $31.09 | -1.71% | 85.28% | 74.96% | $4.7M | 1.01% | — | HELD |
| 23 | TRVI | TREVI THERAPEUTICS INC | $13.33 | -4.31% | 88.81% | 601.58% | $4.4M | 0.95% | — | HELD |
| 24 | RLMD | RELMADA THERAPEUTICS INC | $5.95 | -5.71% | 612.57% | -77.12% | $2.4M | 0.51% | — | HELD |
| 25 | SLN | SILENCE THERAPEUTICS PLC | $6.17 | -9.93% | 13.42% | -75.90% | $1.6M | 0.34% | — | HELD |
| 26 | AVBP | ARRIVENT BIOPHARMA INC | $30.35 | -8.28% | 29.04% | 40.90% | $1.1M | 0.23% | — | HELD |
Source: SEC EDGAR · accession 0002102314-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.