account_balance
Investment manager · 13F filer · SEC CIK 2050709
Squadron Capital Management LLC
Reported value$292Mas of Jun 30, 2026
Positions34 17 new, 13 sold out
Top 10 weight73.0%RLMD alone is 17%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
RLMDRelmada Therapeutics Inc
17.4%Trimmed −13%
CCCCC4 Therapeutics Inc
11.5%Added +220%
COGTCogent Biosciences Inc
11.5%Added +10%
KODKodiak Sciences Inc
6.7%Added +32%
RLAYRelay Therapeutics Inc
6.2%Added +44%
ZNTLZentalis Pharmaceuticals Inc
6.1%
EWTXEdgewise Therapeutics Inc
4.0%Trimmed −17%
MAZEMaze Therapeutics Inc
3.4%Added +30%
IVAInventiva SA
3.2%Added +355%
ANLAdlai Nortye Ltd
3.0%Trimmed −40%
ELVNEnliven Therapeutics Inc
2.8%New
PALI2.1%RLMDRelmada Therapeutics Inc
17.4%Trimmed −13%
CCCCC4 Therapeutics Inc
11.5%Added +220%
COGT11.5%KOD6.7%RLAY6.2%ZNTL6.1%EWTX4.0%MAZE3.4%IVA3.2%ANL3.0%ELVN2.8%PALI2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
RLMD Relmada Therapeutics Inc 17.4% Trimmed −13%CCCC C4 Therapeutics Inc 11.5% Added +220%COGT Cogent Biosciences Inc 11.5% Added +10%KOD Kodiak Sciences Inc 6.7% Added +32%RLAY Relay Therapeutics Inc 6.2% Added +44%ZNTL Zentalis Pharmaceuticals Inc 6.1% HeldEWTX Edgewise Therapeutics Inc 4.0% Trimmed −17%MAZE Maze Therapeutics Inc 3.4% Added +30%IVA Inventiva SA 3.2% Added +355%ANL Adlai Nortye Ltd 3.0% Trimmed −40%ELVN Enliven Therapeutics Inc 2.8% NewPALI Palisade Bio Inc 2.1% Held
What changed