Trails Edge Capital Partners, LP: 13F holdings

CIK 20772472026Q2

Positions35
Reported value$629.9m
Filed2026-08-14

Change since last quarter

Positions35 (+9 vs prior quarter)
Reported value$629.9m (+44.3%)

Top 10 holdings

SecuritySharesValueWeight
LBRX LB PHARMACEUTICALS INC1,523,022$49.4m7.8%
NRIX NURIX THERAPEUTICS INC1,573,220$38.2m6.1%
IMCR IMMUNOCORE HLDGS PLC1,063,234$33.8m5.4%
FIRST TRACKS BIOTHERAPEUTICS1,514,000$30.5m4.8%
FDMT 4D MOLECULAR THERAPEUTICS IN2,227,917$29.6m4.7%
BMRN BIOMARIN PHARMACEUTICAL INC512,000$29.3m4.7%
DSGN DESIGN THERAPEUTICS INC2,001,282$29.0m4.6%
XENE XENON PHARMACEUTICALS INC440,000$26.6m4.2%
MIRM MIRUM PHARMACEUTICALS INC223,312$26.1m4.2%
INSM INSMED INC230,331$24.6m3.9%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2077247")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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