M28 Capital Management LP: 13F holdings
CIK 18074892026Q2
| Positions | 9 |
|---|
| Reported value | $47.2m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 9 (+0 vs prior quarter) |
|---|
| Reported value | $47.2m (-12.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| WAVE LIFE SCIENCES LTD | 4,588,284 | $26.7m | 56.5% |
| IVVD INVIVYD INC | 9,248,250 | $8.1m | 17.1% |
| TGTX TG THERAPEUTICS INC | 88,354 | $4.9m | 10.3% |
| ARWR ARROWHEAD PHARMACEUTICALS IN | 36,851 | $3.0m | 6.4% |
| FRACTYL HEALTH INC | 1,856,117 | $1.5m | 3.1% |
| PROQR THRAPEUTICS N V | 599,793 | $1.1m | 2.4% |
| SLN SILENCE THERAPEUTICS PLC | 101,203 | $1.1m | 2.4% |
| RCKT ROCKET PHARMACEUTICALS INC | 210,871 | $721,179 | 1.5% |
| CURIS INC | 284,889 | $148,741 | 0.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1807489")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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