Patient Square Capital as of Sept. 30, 2025
Portfolio Holdings for Patient Square Capital
Patient Square Capital holds 24 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Roivant Sciences SHS (ROIV) | 50.5 | $189M | 13M | 15.13 | |
| Insmed Com Par $.01 (INSM) | 12.6 | $47M | 326k | 144.01 | |
| Eyepoint Pharmaceuticals Com New (EYPT) | 3.9 | $14M | 1.0M | 14.24 | |
| Abivax Sa Sponsored Ads (ABVX) | 3.4 | $13M | 152k | 84.90 | |
| Cidara Therapeutics Com New (CDTX) | 3.1 | $12M | 121k | 95.76 | |
| Argenx Se Sponsored Adr (ARGX) | 3.1 | $11M | 16k | 737.56 | |
| Liquidia Corporation Com New (LQDA) | 2.4 | $9.1M | 400k | 22.74 | |
| Pharvaris N V (PHVS) | 2.3 | $8.6M | 345k | 24.95 | |
| Ocular Therapeutix (OCUL) | 2.2 | $8.4M | 715k | 11.69 | |
| Mirum Pharmaceuticals (MIRM) | 2.0 | $7.6M | 104k | 73.31 | |
| Agios Pharmaceuticals (AGIO) | 1.4 | $5.4M | 134k | 40.14 | |
| Kymera Therapeutics (KYMR) | 1.4 | $5.2M | 93k | 56.60 | |
| Enliven Therapeutics (ELVN) | 1.4 | $5.1M | 251k | 20.47 | |
| Celcuity (CELC) | 1.3 | $4.9M | 100k | 49.40 | |
| Dianthus Therapeutics (DNTH) | 1.3 | $4.9M | 125k | 39.35 | |
| Disc Medicine (IRON) | 1.3 | $4.9M | 74k | 66.08 | |
| Uniqure Nv SHS (QURE) | 1.2 | $4.4M | 75k | 58.37 | |
| Amylyx Pharmaceuticals (AMLX) | 1.1 | $4.3M | 316k | 13.59 | |
| Nurix Therapeutics (NRIX) | 1.1 | $4.0M | 437k | 9.24 | |
| Allogene Therapeutics (ALLO) | 1.0 | $3.7M | 3.0M | 1.24 | |
| Assembly Biosciences Com New (ASMB) | 0.9 | $3.5M | 135k | 25.60 | |
| Avalo Therapeutics Com New (AVTX) | 0.3 | $1.3M | 100k | 12.71 | |
| Perspective Therapeutics Com New (CATX) | 0.3 | $1.2M | 349k | 3.43 | |
| Geron Corporation (GERN) | 0.3 | $1.2M | 845k | 1.37 |
