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Patient Square Capital LP

CIK 1819257 · latest 13F filed 12 August 2026 · Read the filing on EDGAR

Patient Square Capital LP reported 23 US-listed holdings worth $645.5 million in its 13F for the quarter ended 30 June 2026, filed 12 August 2026. Its largest: Roivant Sciences Ltd. (44.0%), Revolution Medicines, Inc. (8.0%) and Mirum Pharmaceuticals Inc. (4.7%). Against the quarter before, it opened 6 positions, added to 9, trimmed 8 and sold out of 12.

Reported holdings$645.5M+14.5% on Q1 2026
Positions23-6 on Q1 2026
The largest ten80.1%of its reported holdings
Latest 13FQ2 2026filed 12 August 2026
Where the money is
OpenedAdded toTrimmed
ROIV44.0%RVMD8.0%MIRM4.7%ABVX4.3%ONC4.0%PHVS3.6%ARGX3.3%UTHR3.1%BLTE2.6%COGT2.5%DBVT2.3%XENE2.1%BNTX1.9%RCUS9 more11.9%

The 14 largest of its 23 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $269.4 million in 11 positions$269MQ3 24Q4 2024: $267.4 million in 20 positions$267MQ4 24Q1 2025: $241.7 million in 19 positions$242MQ1 25Q2 2025: $277.4 million in 19 positions$277MQ2 25Q3 2025: $373.9 million in 24 positions$374MQ3 25Q4 2025: $467.1 million in 28 positions$467MQ4 25Q1 2026: $563.6 million in 29 positions$564MQ1 26Q2 2026: $645.5 million in 23 positions$646MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +155.6% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
100150200250Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +155.6%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 6Added 9Trimmed 8Sold out 12
Opened: 6Added: 9Trimmed: 8Sold 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 6

  1. Revolution Medicines, Inc. RVMD$51.7 million
  2. United Therapeutics Corp. UTHR$20.1 million
  3. BioNTech SE BNTX$12.5 million
  4. C4 Therapeutics Inc. CCCC$7.5 million
  5. Inventiva SA IVA$7.4 million
  6. Sensei Biotherapeutics Inc. FTH$4.4 million

Added to 9

  1. Abivax SA ABVX+85,255 shares · +70%
  2. Pharvaris N V PHVS+178,209 shares · +36%
  3. Arcus Biosciences, Inc. RCUS+160,800 shares · +82%
  4. Mirum Pharmaceuticals Inc. MIRM+30,500 shares · +13%
  5. DBV Technologies S A DBVT+215,940 shares · +31%
  6. Allogene Therapeutics Inc. ALLO+1.6 million shares · +46%
  7. Beigene, Ltd ONC+9,478 shares · +12%
  8. Dianthus Therapeutics Inc. DNTH+14,118 shares · +15%

and 1 more in the table below

Trimmed 8

  1. argenx SE ARGX-13,718 shares · -37%
  2. Cogent Biosciences Inc. COGT-171,000 shares · -29%
  3. Kymera Therapeutics Inc. KYMR-52,500 shares · -52%
  4. Roivant Sciences Ltd. ROIV-145,119 shares · -2%
  5. Eyepoint Pharmaceuticals Inc. EYPT-75,000 shares · -9%
  6. Belite Bio Inc. BLTE-6,684 shares · -6%
  7. Arcutis Biotherapeutics Inc. ARQT-30,645 shares · -8%
  8. Xenon Pharmaceuticals Inc. XENE-7,000 shares · -3%

Sold out of 12

  1. Insmed Inc. INSM$25.8 million last quarter
  2. Legend Biotech Corp. LEGN$17.9 million last quarter
  3. Nektar Therapeutics NKTR$15.1 million last quarter
  4. Celcuity Inc. CELC$10.8 million last quarter
  5. Merck & Co., Inc. MRK$9.6 million last quarter
  6. Perspective Therapeutics Inc CATX$6.8 million last quarter
  7. Definium Therapeutics Inc. DFTX$6.3 million last quarter
  8. Harrow Inc. HROW$5.8 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Roivant Sciences Ltd. ROIV8.0M$283.9 million43.97%-145.1K
Revolution Medicines, Inc. RVMD276.0K$51.7 million8.01%new
Mirum Pharmaceuticals Inc. MIRM260.5K$30.5 million4.72%+30.5K
Abivax SA ABVX206.5K$27.5 million4.26%+85.3K
Beigene, Ltd ONC90.0K$25.7 million3.97%+9.5K
Pharvaris N V PHVS671.2K$23.2 million3.60%+178.2K
argenx SE ARGX23.0K$21.3 million3.31%-13.7K
United Therapeutics Corp. UTHR37.1K$20.1 million3.12%new
Belite Bio Inc. BLTE110.0K$16.9 million2.62%-6.7K
Cogent Biosciences Inc. COGT425.0K$16.4 million2.55%-171.0K
DBV Technologies S A DBVT909.5K$14.9 million2.31%+215.9K
Xenon Pharmaceuticals Inc. XENE220.0K$13.3 million2.06%-7.0K
BioNTech SE BNTX134.4K$12.5 million1.94%new
Arcus Biosciences, Inc. RCUS355.8K$11.0 million1.70%+160.8K
Enliven Therapeutics Inc. ELVN212.5K$10.8 million1.67%+12.5K
Dianthus Therapeutics Inc. DNTH108.0K$10.5 million1.63%+14.1K
Allogene Therapeutics Inc. ALLO5.0M$10.5 million1.63%+1.6M
Eyepoint Pharmaceuticals Inc. EYPT720.0K$10.3 million1.59%-75.0K
Arcutis Biotherapeutics Inc. ARQT370.0K$9.7 million1.50%-30.6K
C4 Therapeutics Inc. CCCC1.6M$7.5 million1.16%new
Inventiva SA IVA2.0M$7.4 million1.15%new
Kymera Therapeutics Inc. KYMR47.5K$5.4 million0.84%-52.5K
Sensei Biotherapeutics Inc. FTH175.1K$4.4 million0.68%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 12 it sold out of are in the box above.