account_balance
Investment manager · 13F filer · SEC CIK 2102314
Jones Hill Capital LP
Reported value$470Mas of Jun 30, 2026
Positions29 15 new, 12 sold out
Top 10 weight68.8%BMRN alone is 17%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
BMRNBiomarin Pharmaceutical Inc
17.4%Added +13%
GILDGilead Sciences Inc
9.2%New
ARQTArcutis Biotherapeutics Inc
6.1%New
MDGLMadrigal Pharmaceuticals Inc
6.0%New
BCAXBicara Therapeutics Inc
5.6%Trimmed −29%
RLMDRelmada Therapeutics Inc
5.4%Added +966%
TRVITrevi Therapeutics Inc
5.3%Added +262%
PHVSPharvaris N V
5.0%Added +306%
XENEXenon Pharmaceuticals Inc
4.7%New
ANIPAni Pharmaceuticals Inc
4.1%Trimmed −27%
IMCRImmunocore Hldgs PLC
3.5%New
AMLXAmylyx Pharmaceuticals Inc
3.4%Trimmed −44%
BMRNBiomarin Pharmaceutical Inc
17.4%Added +13%
GILD9.2%ARQT6.1%MDGL6.0%BCAX5.6%RLMD5.4%TRVI5.3%PHVS5.0%XENE4.7%ANIP4.1%IMCR3.5%AMLX3.4%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
BMRN Biomarin Pharmaceutical Inc 17.4% Added +13%GILD Gilead Sciences Inc 9.2% NewARQT Arcutis Biotherapeutics Inc 6.1% NewMDGL Madrigal Pharmaceuticals Inc 6.0% NewBCAX Bicara Therapeutics Inc 5.6% Trimmed −29%RLMD Relmada Therapeutics Inc 5.4% Added +966%TRVI Trevi Therapeutics Inc 5.3% Added +262%PHVS Pharvaris N V 5.0% Added +306%XENE Xenon Pharmaceuticals Inc 4.7% NewANIP Ani Pharmaceuticals Inc 4.1% Trimmed −27%IMCR Immunocore Hldgs PLC 3.5% NewAMLX Amylyx Pharmaceuticals Inc 3.4% Trimmed −44%
What changed