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Jones Hill Capital LP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2102314
Institutional-grade research for retail investors

Sector Allocation

  • Healthcare100.0%$470.4M

AUM History

13fpro.ai/research/fund/jones-hill-capital-lp-2102314

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/jones-hill-capital-lp-2102314

Jones Hill Capital LP 13F holdings — Q2 2026

$470.4M portfolio (+0.8% QoQ) · 29 holdings · Q2 2026 13F · top 10 are 69% of the stock portfolio

All holdings — Jones Hill Capital LP (Q2 2026)

29 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
IMCR$IMCRImmunocore Holdings plcadr$16.3MNew
AMLX$AMLXAmylyx Pharmaceuticals, Inc.$16.1M-44%
INSM$INSMINSMED Inc$13.0MNew
NUVL$NUVLNuvalent, Inc.$12.2M-67%
CAPR$CAPRCAPRICOR THERAPEUTICS, INC.$10.1M-54%
ACRS$ACRSAclaris Therapeutics, Inc.$9.3MNew
IMUX$IMUXIMMUNIC, INC.$8.3MNew
ORIC$ORICOric Pharmaceuticals, Inc.$8.1MNew
TNXP$TNXPTonix Pharmaceuticals Holding Corp.$8.0M+38%
SNDX$SNDXSyndax Pharmaceuticals Inc$7.4MNew
OLMA$OLMAOlema Pharmaceuticals, Inc.$7.2MNew
VIR$VIRVir Biotechnology, Inc.$6.7M-45%
CRBP$CRBPCorbus Pharmaceuticals Holdings, Inc.$6.1MNew
DNTH$DNTHDianthus Therapeutics, Inc. /DE/$5.6MNew
VRTX$VRTXVERTEX PHARMACEUTICALS INC / MA$5.5M-90%

What changed in Q2 2026

Against the previous quarter's 13F: 15 new, 5 added to, 9 trimmed, 12 sold out. Share-count changes; largest moves by dollar size first.

New positions (15)

  • GILD$GILDGILEAD SCIENCES, INC.$43.3M

    first bought this quarter

  • ARQT$ARQTArcutis Biotherapeutics, Inc.$28.6M

    first bought this quarter

  • MDGL$MDGLMADRIGAL PHARMACEUTICALS, INC.$28.2M

    first bought this quarter

  • XENE$XENEXenon Pharmaceuticals Inc.$22.2M

    first bought this quarter

  • IMCR$IMCRImmunocore Holdings plc$16.3M

    first bought this quarter

  • INSM$INSMINSMED Inc$13.0M

    first bought this quarter

+9 more in the Excel export

Added to (5)

  • RLMD$RLMDRELMADA THERAPEUTICS, INC.+966%

    now $25.3M · held 2+ qtrs

  • TRVI$TRVITrevi Therapeutics, Inc.+262%

    now $25.0M · held 2+ qtrs

  • PHVS$PHVSPharvaris N.V.+306%

    now $23.4M · held 2+ qtrs

  • BMRN$BMRNBIOMARIN PHARMACEUTICAL INC+13%

    now $81.9M · held 2+ qtrs

  • TNXP$TNXPTonix Pharmaceuticals Holding Corp.+38%

    now $8.0M · held 2+ qtrs

Trimmed (9)

  • VRTX$VRTXVERTEX PHARMACEUTICALS INC / MA-90%

    now $5.5M · held 2+ qtrs

  • ELVN$ELVNEnliven Therapeutics, Inc.-92%

    now $2.5M · held 2+ qtrs

  • NUVL$NUVLNuvalent, Inc.-67%

    now $12.2M · held 2+ qtrs

  • AMLX$AMLXAmylyx Pharmaceuticals, Inc.-44%

    now $16.1M · held 2+ qtrs

  • CAPR$CAPRCAPRICOR THERAPEUTICS, INC.-54%

    now $10.1M · held 2+ qtrs

  • BCAX$BCAXBicara Therapeutics Inc.-29%

    now $26.5M · held 2+ qtrs

+3 more in the Excel export

Sold out (12)

  • PCVX$PCVXVaxcyte, Inc.was $37.5M

    held 1+ qtrs

  • TERN$TERNTerns Pharmaceuticals, Inc.was $27.5M

    held 1+ qtrs

  • RARE$RAREUltragenyx Pharmaceutical Inc.was $24.4M

    held 1+ qtrs

  • ARGX$ARGXARGENX SEwas $19.0M

    held 1+ qtrs

  • FULC$FULCFulcrum Therapeutics, Inc.was $13.6M

    held 1+ qtrs

  • NUVB$NUVBNuvation Bio Inc.was $10.2M

+6 more in the Excel export

Firm AUM (Form ADV): $642.4M as of 2025-12-31 · SEC IAPD

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Holdings by quarter

Every 13F Jones Hill Capital LP has filed, 1 earlier quarter. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Jones Hill Capital's top 20 holdings: 47/100 (our AI quality score, weighted by position size; 12 of the 20 are scored)

Top 10 since filing

-12.9%

Value-weighted move of the 10 largest stock positions

Turnover

59%

Last quarter

Top 10 weight

69%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

0%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Jones Hill Capital LP disclosed 29 positions worth $470.4M in its Form 13F-HR for Q2 2026, led by $BMRN (BIOMARIN PHARMACEUTICAL INC) at 17.4% of the equity portfolio, followed by $GILD and $ARQT. During the quarter the fund opened 15 new positions and exited 12 — including a new stake in $GILD and a full exit from $PCVX. 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.

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AI-Powered Hedge Fund Analysis: Jones Hill Capital LP

13F Pro is an AI hedge fund tracker and stock research platform. For Jones Hill Capital LP (SEC CIK: 2102314), 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 Jones Hill Capital LP's portfolio is scored on an AI quality ranking built from its SEC filings (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.