Jones Hill Capital LP
CIK 2102314 · Holdings on Jun 30, 2026 · First reported Aug 13, 2026
Top ten holdings
Q2 2026- BMRN17.42%
- GILD9.21%
- ARQT6.07%
- MDGL6.00%
- BCAX5.63%
- RLMD5.38%
- TRVI5.31%
- PHVS4.98%
- XENE4.72%
- ANIP4.11%
Share classes counted separately68.83%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VRTXWeight decreased · -9.23 pp10.40% → 1.17%Shares -97.48K (-89.76%)
- RLMDWeight increased · +4.87 pp0.51% → 5.38%Shares +3.31M (+966.39%)
- ELVNWeight decreased · -4.44 pp4.98% → 0.54%Shares -543.19K (-91.59%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BMRNBIOMARIN PHARMACEUTICAL INC View history and evidence | $81.92M | 17.42% | 1.43M shares | 15.36% → 17.42%+2.06 pp +163.20K (+12.87%) | Added | ▾ |
| 02 | GILDGILEAD SCIENCES INC View history and evidence | $43.34M | 9.21% | 343.04K shares | Prior unavailable +343.04K | New | ▾ |
| 03 | ARQTARCUTIS BIOTHERAPEUTICS INC View history and evidence | $28.57M | 6.07% | 1.09M shares | Prior unavailable +1.09M | New | ▾ |
| 04 | MDGLMADRIGAL PHARMACEUTICALS INC View history and evidence | $28.21M | 6.00% | 52.55K shares | Prior unavailable +52.55K | New | ▾ |
| 05 | BCAXBICARA THERAPEUTICS INC View history and evidence | $26.50M | 5.63% | 892.62K shares | 5.37% → 5.63%+0.26 pp -367.51K (-29.16%) | Reduced | ▾ |
| 06 | RLMDRELMADA THERAPEUTICS INC View history and evidence | $25.29M | 5.38% | 3.66M shares | 0.51% → 5.38%+4.87 pp +3.31M (+966.39%) | Added | ▾ |
| 07 | TRVITREVI THERAPEUTICS INC View history and evidence | $24.98M | 5.31% | 1.34M shares | 0.95% → 5.31%+4.36 pp +969.04K (+261.78%) | Added | ▾ |
| 08 | PHVSPHARVARIS NV View history and evidence | $23.44M | 4.98% | 677.88K shares | 1.01% → 4.98%+3.97 pp +510.87K (+305.88%) | Added | ▾ |
| 09 | XENEXENON PHARMACEUTICALS INC View history and evidence | $22.21M | 4.72% | 367.90K shares | Prior unavailable +367.90K | New | ▾ |
| 10 | ANIPANI PHARMACEUTICALS INC View history and evidence | $19.35M | 4.11% | 233.81K shares | 5.25% → 4.11%-1.14 pp -84.78K (-26.61%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 12
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PCVX VAXCYTE INC | Non-derivative | -644,831 | -$37.47M | SEC filing ↗ | SEC filing ↗ |
| TERN TERNS PHARMACEUTICALS INC | Non-derivative | -521,237 | -$27.48M | SEC filing ↗ | SEC filing ↗ |
| RARE ULTRAGENYX PHARMACEUTICAL IN | Non-derivative | -1,165,557 | -$24.42M | SEC filing ↗ | SEC filing ↗ |
3 / 12 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2102314 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 470359288
}Take these holdings further.
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