Fairmount Funds Management LLC
13F Reported Value
ⓘ$1.5B
Holdings
12
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Fairmount Funds Management LLC disclosed 12 positions worth $1.5B in its Form 13F-HR for Q2 2026, led by $ORKA (Oruka Therapeutics, Inc.) at 23.3% of the equity portfolio, followed by $DNTH and $DMRA. During the quarter the fund opened 1 new position and exited 1 and a full exit from $SYRE. The portfolio is most concentrated in Healthcare (98.8% of disclosed assets). All figures are sourced directly from Fairmount Funds Management LLC’s Form 13F-HR filing with the SEC under CIK 1802528.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$352.6M3,705,262 sh - 22.6#2,747
Quality
$247.3M2,537,191 sh - —
Quality
$226.6M8,713,000 sh - —
Quality
$213.0M5,503,418 sh - —
Quality
$101.2M4,553,494 sh - —
Quality
$94.2M1,855,644 sh - 27.2
Quality
$93.5M5,090,928 sh - 7.4
Quality
$59.9M2,359,025 sh - 9.6
Quality
$49.5M2,747,866 sh - —
Quality
$39.6M298,647 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Oruka Therapeutics, Inc.$ORKA | — | $352.6M | 3,705,262 |
 Dianthus Therapeutics, Inc. /DE/$DNTH | 22.6#2,747 | $247.3M | 2,537,191 |
 Damora Therapeutics, Inc.$DMRA | — | $226.6M | 8,713,000 |
 Cogent Biosciences, Inc.$COGT | — | $213.0M | 5,503,418 |
 Jade Biosciences, Inc.$JBIO | — | $101.2M | 4,553,494 |
 Enliven Therapeutics, Inc.$ELVN | — | $94.2M | 1,855,644 |
 Viridian Therapeutics, Inc.\DE$VRDN | 27.2 | $93.5M | 5,090,928 |
 Zenas BioPharma, Inc.$ZBIO | 7.4 | $59.9M | 2,359,025 |
 CRESCENT BIOPHARMA, INC.$CBIO | 9.6 | $49.5M | 2,747,866 |
 Apogee Therapeutics, Inc.$APGE | — | $39.6M | 298,647 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Fairmount Funds Management LLC's 12 positions.
Showing top 10 of 12 holdings.
Sector Allocation
Healthcare
$1.5B
Other
$18.1M
Full Holdings — Fairmount Funds Management LLC (Q2 2026)
All 12 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 | $ORKA | Oruka Therapeutics, Inc. | $352.6M | 23.3% | +0% | — |
| 2 | $DNTH | Dianthus Therapeutics, Inc. /DE/ | $247.3M | 16.4% | +0% | 22.6 |
| 3 | $DMRA | Damora Therapeutics, Inc. | $226.6M | 15.0% | +0% | — |
| 4 | $COGT | Cogent Biosciences, Inc. | $213.0M | 14.1% | +0% | — |
| 5 | $JBIO | Jade Biosciences, Inc. | $101.2M | 6.7% | +0% | — |
| 6 | $ELVN | Enliven Therapeutics, Inc. | $94.2M | 6.2% | +0% | — |
| 7 | $VRDN | Viridian Therapeutics, Inc.\DE | $93.5M | 6.2% | +30% | 27.2 |
| 8 | $ZBIO | Zenas BioPharma, Inc. | $59.9M | 4.0% | +0% | 7.4 |
| 9 | $CBIO | CRESCENT BIOPHARMA, INC. | $49.5M | 3.3% | +0% | 9.6 |
| 10 | $APGE | Apogee Therapeutics, Inc. | $39.6M | 2.6% | +0% | — |
| 11 | — | FAETH THERAPEUTICS INC - COM NEW | $18.1M | 1.2% | NEW | — |
| 12 |  $IKT | Inhibikase Therapeutics, Inc. | $17.5M | 1.2% | +0% | — |
New Positions (1)
Exited Positions (1)
$SYRE Spyre Therapeutics, Inc.Browse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: Fairmount Funds Management LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Fairmount Funds Management LLC (SEC CIK: 1802528), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Fairmount Funds Management LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.