Trails Edge Capital Partners

Trails Edge Capital Partners as of June 30, 2026

Portfolio Holdings for Trails Edge Capital Partners

Trails Edge Capital Partners holds 35 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lb Pharmaceuticals Com Shs (LBRX) 7.8 $49M 1.5M 32.45
Nurix Therapeutics (NRIX) 6.1 $38M 1.6M 24.26
Immunocore Hldgs Ads (IMCR) 5.4 $34M 1.1M 31.75
First Tracks Biotherapeutics Ord Shs (TRAX) 4.8 $31M 1.5M 20.12
4d Molecular Therapeutics In (FDMT) 4.7 $30M 2.2M 13.30
BioMarin Pharmaceutical (BMRN) 4.7 $29M 512k 57.22
Design Therapeutics (DSGN) 4.6 $29M 2.0M 14.47
Xenon Pharmaceuticals (XENE) 4.2 $27M 440k 60.36
Mirum Pharmaceuticals (MIRM) 4.2 $26M 223k 117.07
Insmed Com Par $.01 (INSM) 3.9 $25M 230k 106.62
Cytokinetics Com New (CYTK) 3.9 $25M 288k 85.19
Syndax Pharmaceuticals (SNDX) 3.9 $24M 1.1M 21.86
Neurogene (NGNE) 3.6 $23M 715k 31.45
Kailera Therapeutics Common Stock 3.4 $22M 985k 22.03
Revolution Medicines (RVMD) 3.4 $22M 116k 187.28
Inhibikase Therapeutics Com New (IKT) 2.9 $18M 9.1M 2.03
Incyte Corporation (INCY) 2.8 $18M 155k 113.36
Avalo Therapeutics Com New (AVTX) 2.6 $17M 892k 18.48
Moonlake Immunotherapeutics Class A Ord (MLTX) 2.3 $15M 750k 19.47
Faeth Therapeutics Com New (FTH) 2.0 $13M 515k 25.00
X4 Pharmaceuticals Com New (XFOR) 1.9 $12M 2.6M 4.67
Ocuphire Pharma (IRD) 1.8 $11M 2.7M 4.11
Sol-gel Technologies Shs New (SLGL) 1.6 $10M 139k 74.14
Aura Biosciences (AURA) 1.6 $10M 1.4M 7.10
Century Therapeutics (IPSC) 1.6 $10M 4.1M 2.45
Inventiva Sa Ads (IVA) 1.6 $10M 2.7M 3.78
Camp4 Therapeutics Corp (CAMP) 1.3 $8.4M 1.9M 4.37
Altimmune Com New (ALT) 1.3 $8.1M 2.7M 3.04
Minerva Neurosciences Com New (NERV) 1.3 $7.9M 1.4M 5.55
Promis Neurosciences Com Shs (PMN) 1.2 $7.3M 557k 13.16
Onkure Therapeutics Com Cl A (OKUR) 1.0 $6.6M 1.4M 4.56
Forte Biosciences Com New (FBRX) 0.9 $5.8M 273k 21.25
Research Alliance Corp Iii Ord Shs Cl A 0.8 $5.4M 500k 10.70
Vtv Therapeutics Cl A New (VTVT) 0.5 $3.2M 85k 37.65
Imagenebio (IMA) 0.3 $1.7M 282k 5.90