Jones Hill Capital LP
13F Reported Value
ⓘ$466.5M
Holdings
26
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Jones Hill Capital LP disclosed 26 positions worth $466.5M in its Form 13F-HR for Q1 2026, led by $BMRN (BIOMARIN PHARMACEUTICAL INC) at 15.4% of the equity portfolio, followed by $VRTX and $PCVX. During the quarter the fund opened 26 new positions and exited 0 — including a new stake in $BMRN. The portfolio is most concentrated in Healthcare (100.0% of disclosed assets). All figures are sourced directly from Jones Hill Capital LP’s Form 13F-HR filing with the SEC under CIK 2102314.
Sector Allocation
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 74.1#167
Quality
$71.7M1,268,390 sh - 76.6#101
Quality
$48.5M108,603 sh - —
Quality
$37.5M644,831 sh - —
Quality
$30.8M300,830 sh - —
Quality
$27.6M909,207 sh - —
Quality
$27.5M521,237 sh - —
Quality
$25.1M1,260,136 sh - 68.6
Quality
$24.5M318,591 sh - 31.0
Quality
$24.4M1,165,557 sh - —
Quality
$23.2M593,040 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BIOMARIN PHARMACEUTICAL INC$BMRN | 74.1#167 | $71.7M | 1,268,390 |
 VERTEX PHARMACEUTICALS INC / MA$VRTX | 76.6#101 | $48.5M | 108,603 |
 Vaxcyte, Inc.$PCVX | — | $37.5M | 644,831 |
 Nuvalent, Inc.$NUVL | — | $30.8M | 300,830 |
 CAPRICOR THERAPEUTICS, INC.$CAPR | — | $27.6M | 909,207 |
 Terns Pharmaceuticals, Inc.$TERN | — | $27.5M | 521,237 |
 Bicara Therapeutics Inc.$BCAX | — | $25.1M | 1,260,136 |
 ANI PHARMACEUTICALS INC$ANIP | 68.6 | $24.5M | 318,591 |
 Ultragenyx Pharmaceutical Inc.$RARE | 31.0 | $24.4M | 1,165,557 |
 Enliven Therapeutics, Inc.$ELVN | — | $23.2M | 593,040 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Jones Hill Capital LP's 26 positions.
Showing top 10 of 26 holdings.
Sector Allocation
Healthcare
$466.5M
Full Holdings — Jones Hill Capital LP (Q1 2026)
All 26 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BMRN | BIOMARIN PHARMACEUTICAL INC | $71.7M | 15.4% | NEW | 74.1 |
| 2 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | $48.5M | 10.4% | NEW | 76.6 |
| 3 | $PCVX | Vaxcyte, Inc. | $37.5M | 8.0% | NEW | — |
| 4 | $NUVL | Nuvalent, Inc. | $30.8M | 6.6% | NEW | — |
| 5 | $CAPR | CAPRICOR THERAPEUTICS, INC. | $27.6M | 5.9% | NEW | — |
| 6 | $TERN | Terns Pharmaceuticals, Inc. | $27.5M | 5.9% | NEW | — |
| 7 | $BCAX | Bicara Therapeutics Inc. | $25.1M | 5.4% | NEW | — |
| 8 | $ANIP | ANI PHARMACEUTICALS INC | $24.5M | 5.3% | NEW | 68.6 |
| 9 | $RARE | Ultragenyx Pharmaceutical Inc. | $24.4M | 5.2% | NEW | 31 |
| 10 | $ELVN | Enliven Therapeutics, Inc. | $23.2M | 5.0% | NEW | — |
| 11 |  $AMLX | Amylyx Pharmaceuticals, Inc. | $22.2M | 4.8% | NEW | — |
| 12 |  $ARGX | ARGENX SE | $19.0M | 4.1% | NEW | — |
| 13 |  $FULC | Fulcrum Therapeutics, Inc. | $13.6M | 2.9% | NEW | — |
| 14 |  $VIR | Vir Biotechnology, Inc. | $10.7M | 2.3% | NEW | 5.6 |
| 15 |  $NUVB | Nuvation Bio Inc. | $10.2M | 2.2% | NEW | 29.5 |
| 16 |  $ORKA | Oruka Therapeutics, Inc. | $6.9M | 1.5% | NEW | — |
| 17 |  $CTNM | Contineum Therapeutics, Inc. | $6.7M | 1.4% | NEW | — |
| 18 |  $MANE | Veradermics, Inc | $6.4M | 1.4% | NEW | — |
| 19 |  $TNXP | Tonix Pharmaceuticals Holding Corp. | $6.2M | 1.3% | NEW | 27.9 |
| 20 |  $GPCR | Structure Therapeutics Inc. | $4.8M | 1.0% | NEW | — |
| 21 |  $TRDA | Entrada Therapeutics, Inc. | $4.7M | 1.0% | NEW | 8.5 |
| 22 |  $PHVS | Pharvaris N.V. | $4.7M | 1.0% | NEW | — |
| 23 |  $TRVI | Trevi Therapeutics, Inc. | $4.4M | 0.9% | NEW | — |
| 24 |  $RLMD | RELMADA THERAPEUTICS, INC. | $2.4M | 0.5% | NEW | — |
| 25 |  $SLN | Silence Therapeutics plc | $1.6M | 0.3% | NEW | — |
| 26 |  $AVBP | ArriVent BioPharma, Inc. | $1.1M | 0.2% | NEW | — |
New Positions (26)
$BMRN BIOMARIN PHARMACEUTICAL INC$71.7M$VRTX VERTEX PHARMACEUTICALS INC / MA$48.5M$PCVX Vaxcyte, Inc.$37.5M$NUVL Nuvalent, Inc.$30.8M$CAPR CAPRICOR THERAPEUTICS, INC.$27.6M$TERN Terns Pharmaceuticals, Inc.$27.5M$BCAX Bicara Therapeutics Inc.$25.1M$ANIP ANI PHARMACEUTICALS INC$24.5M$RARE Ultragenyx Pharmaceutical Inc.$24.4M$ELVN Enliven Therapeutics, Inc.$23.2M$AMLX Amylyx Pharmaceuticals, Inc.$22.2M$ARGX ARGENX SE$19.0M$FULC Fulcrum Therapeutics, Inc.$13.6M$VIR Vir Biotechnology, Inc.$10.7M$NUVB Nuvation Bio Inc.$10.2MBrowse Top Institutional Investors
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