Jones Hill Capital LP
Jones Hill Capital LP reported 29 US-listed holdings worth $470.4 million in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Biomarin Pharmaceutical Inc. (17.4%), Gilead Sciences, Inc. (9.2%) and Arcutis Biotherapeutics Inc. (6.1%). Against the quarter before, it opened 15 positions, added to 5, trimmed 9 and sold out of 12.
Reported holdings$470.4M+0.8% on Q1 2026
Positions29+3 on Q1 2026
The largest ten68.8%of its reported holdings
Latest 13FQ2 2026filed 13 August 2026
OpenedAdded toTrimmed
The 14 largest of its 29 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 15Added 5Trimmed 9Sold out 12
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 15
- Gilead Sciences, Inc. GILD$43.3 million
- Arcutis Biotherapeutics Inc. ARQT$28.6 million
- Madrigal Pharmaceuticals Inc. MDGL$28.2 million
- Xenon Pharmaceuticals Inc. XENE$22.2 million
- Immunocore Hldgs PLC IMCR$16.3 million
- Insmed Inc. INSM$13.0 million
- Aclaris Therapeutics Inc. ACRS$9.3 million
- Immunic Inc. IMUX$8.3 million
and 7 more in the table below
Added to 5
- Relmada Therapeutics Inc. RLMD+3.3 million shares · +966%
- Trevi Therapeutics Inc. TRVI+969,037 shares · +262%
- Pharvaris N V PHVS+510,865 shares · +306%
- Biomarin Pharmaceutical Inc. BMRN+163,200 shares · +13%
- Tonix Pharmaceuticals Hldg Co. Com New TNXP+173,312 shares · +38%
Trimmed 9
- Vertex Pharmaceuticals Inc. VRTX-97,480 shares · -90%
- Enliven Therapeutics Inc. ELVN-543,190 shares · -92%
- Nuvalent Inc. NUVL-202,388 shares · -67%
- Amylyx Pharmaceuticals Inc. AMLX-704,736 shares · -44%
- Capricor Therapeutics Inc. CAPR-488,456 shares · -54%
- Bicara Therapeutics Inc. BCAX-367,515 shares · -29%
- ANI Pharmaceuticals Inc. ANIP-84,783 shares · -27%
- Vir Biotechnology, Inc. VIR-539,000 shares · -45%
and 1 more in the table below
Sold out of 12
- Vaxcyte Inc. PCVX$37.5 million last quarter
- Terns Pharmaceuticals Inc. TERN$27.5 million last quarter
- Ultragenyx Pharmaceutical in RARE$24.4 million last quarter
- argenx SE ARGX$19.0 million last quarter
- Fulcrum Therapeutics Inc. FULC$13.6 million last quarter
- Nuvation Bio Inc. NUVB$10.2 million last quarter
- Oruka Therapeutics Inc. ORKA$6.9 million last quarter
- Contineum Therapeutics Inc. CTNM$6.7 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Biomarin Pharmaceutical Inc. BMRN | 1.4M | $81.9 million | 17.42% | +163.2K |
| Gilead Sciences, Inc. GILD | 343.0K | $43.3 million | 9.21% | new |
| Arcutis Biotherapeutics Inc. ARQT | 1.1M | $28.6 million | 6.07% | new |
| Madrigal Pharmaceuticals Inc. MDGL | 52.5K | $28.2 million | 6.00% | new |
| Bicara Therapeutics Inc. BCAX | 892.6K | $26.5 million | 5.63% | -367.5K |
| Relmada Therapeutics Inc. RLMD | 3.7M | $25.3 million | 5.38% | +3.3M |
| Trevi Therapeutics Inc. TRVI | 1.3M | $25.0 million | 5.31% | +969.0K |
| Pharvaris N V PHVS | 677.9K | $23.4 million | 4.98% | +510.9K |
| Xenon Pharmaceuticals Inc. XENE | 367.9K | $22.2 million | 4.72% | new |
| ANI Pharmaceuticals Inc. ANIP | 233.8K | $19.4 million | 4.11% | -84.8K |
| Immunocore Hldgs PLC IMCR | 512.9K | $16.3 million | 3.46% | new |
| Amylyx Pharmaceuticals Inc. AMLX | 894.1K | $16.1 million | 3.41% | -704.7K |
| Insmed Inc. INSM | 122.4K | $13.0 million | 2.77% | new |
| Nuvalent Inc. NUVL | 98.4K | $12.2 million | 2.58% | -202.4K |
| Capricor Therapeutics Inc. CAPR | 420.8K | $10.1 million | 2.15% | -488.5K |
| Aclaris Therapeutics Inc. ACRS | 1.8M | $9.3 million | 1.98% | new |
| Immunic Inc. IMUX | 539.8K | $8.3 million | 1.76% | new |
| Oric Pharmaceuticals Inc. ORIC | 747.3K | $8.1 million | 1.72% | new |
| Tonix Pharmaceuticals Hldg Co. Com New TNXP | 625.4K | $8.0 million | 1.70% | +173.3K |
| Syndax Pharmaceuticals Inc. SNDX | 340.0K | $7.4 million | 1.58% | new |
| Olema Pharmaceuticals Inc. OLMA | 574.2K | $7.2 million | 1.53% | new |
| Vir Biotechnology, Inc. VIR | 659.2K | $6.7 million | 1.43% | -539.0K |
| Corbus Pharmaceuticals Hldgs CRBP | 653.6K | $6.1 million | 1.30% | new |
| Dianthus Therapeutics Inc. DNTH | 57.1K | $5.6 million | 1.18% | new |
| Vertex Pharmaceuticals Inc. VRTX | 11.1K | $5.5 million | 1.17% | -97.5K |
| Enliven Therapeutics Inc. ELVN | 49.9K | $2.5 million | 0.54% | -543.2K |
| Structure Therapeutics Inc. GPCR | 40.6K | $2.2 million | 0.46% | -60.0K |
| Phathom Pharmaceuticals Inc. PHAT | 161.5K | $1.8 million | 0.37% | new |
| Achieve Life Sciences Inc. ACHV | 26.8K | $174,743 | 0.04% | new |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.