Trails Edge Capital Partners as of March 31, 2026
Portfolio Holdings for Trails Edge Capital Partners
Trails Edge Capital Partners holds 26 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vaxcyte (PCVX) | 8.8 | $39M | 663k | 58.11 | |
| Xenon Pharmaceuticals (XENE) | 8.5 | $37M | 640k | 58.15 | |
| Definium Therapeutics Com Shs (DFTX) | 7.5 | $33M | 1.7M | 18.90 | |
| Lb Pharmaceuticals Com Shs (LBRX) | 7.5 | $33M | 1.3M | 24.66 | |
| Mirum Pharmaceuticals (MIRM) | 7.1 | $31M | 333k | 92.38 | |
| Nurix Therapeutics (NRIX) | 6.2 | $27M | 1.7M | 15.50 | |
| Revolution Medicines (RVMD) | 5.5 | $24M | 245k | 97.25 | |
| Arcus Biosciences Incorporated (RCUS) | 5.2 | $23M | 1.0M | 21.60 | |
| Immunocore Hldgs Ads (IMCR) | 4.7 | $21M | 683k | 30.15 | |
| Cytokinetics Com New (CYTK) | 4.5 | $20M | 300k | 65.91 | |
| Syndax Pharmaceuticals (SNDX) | 3.8 | $16M | 702k | 23.36 | |
| Neurogene (NGNE) | 3.6 | $16M | 783k | 20.16 | |
| Inventiva Sa Ads (IVA) | 3.4 | $15M | 2.7M | 5.55 | |
| Inhibikase Therapeutics Com New (IKT) | 3.1 | $14M | 8.1M | 1.68 | |
| 4d Molecular Therapeutics In (FDMT) | 2.8 | $12M | 1.3M | 9.31 | |
| X4 Pharmaceuticals Com New (XFOR) | 2.4 | $11M | 2.6M | 4.13 | |
| Immunovant (IMVT) | 2.4 | $10M | 414k | 24.84 | |
| Design Therapeutics (DSGN) | 2.1 | $9.1M | 852k | 10.64 | |
| Camp4 Therapeutics Corp (CAMP) | 2.0 | $8.6M | 1.9M | 4.41 | |
| Minerva Neurosciences Com New (NERV) | 2.0 | $8.5M | 1.4M | 6.03 | |
| Promis Neurosciences Com Shs (PMN) | 1.6 | $7.1M | 557k | 12.70 | |
| Sol-gel Technologies Shs New (SLGL) | 1.6 | $6.8M | 86k | 79.22 | |
| Century Therapeutics (IPSC) | 1.3 | $5.5M | 2.4M | 2.26 | |
| Vtv Therapeutics Cl A New (VTVT) | 1.3 | $5.5M | 140k | 39.66 | |
| Sensei Biotherapeutics Com New (SNSE) | 0.9 | $3.9M | 125k | 31.52 | |
| Ocuphire Pharma (IRD) | 0.5 | $2.3M | 500k | 4.55 |
