StockDriftsStockDriftsTop 50 Exome Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GH | GUARDANT HEALTH INC | 6.25% | 67.5K | $10.1M | -18.42%(-15.24K) | $25.13(+534.83%) | 2026-06-30 | |
| PRAX | PRAXIS PRECISION MEDICINES I | 5.62% | 27.2K | $9.1M | -40.17%(-18.26K) | $43.38(+778.92%) | 2026-06-30 | |
| TGTX | TG THERAPEUTICS INC | 5.59% | 164.9K | $9.1M | new | $43.22(+10.91%) | 2026-06-30 | |
| COGT | COGENT BIOSCIENCES INC | 5.03% | 210.5K | $8.1M | -24.42%(-68.01K) | $6.89(+441.12%) | 2026-06-30 | |
| IONS | IONIS PHARMACEUTICALS INC | 4.31% | 88.2K | $7.0M | -19.89%(-21.89K) | $36.14(+54.60%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 4.06% | 5.5K | $6.6M | -21.68%(-1.52K) | $659.83(+83.23%) | 2026-06-30 | |
| ABVX | ABIVAX SA | 3.85% | 46.9K | $6.2M | new | $117.38(+6.28%) | 2026-06-30 | |
| ALMS | ALUMIS INC | 3.55% | 204.4K | $5.8M | -26.78%(-74.76K) | $3.50(+598.43%) | 2026-06-30 | |
| CYTK | CYTOKINETICS INC | 3.16% | 60.1K | $5.1M | -42.10%(-43.66K) | $48.14(+52.57%) | 2026-06-30 | |
| ELVN | ENLIVEN THERAPEUTICS INC | 3.14% | 100.2K | $5.1M | -54.47%(-119.89K) | $17.93(+222.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +127.02% |
| Top 20 Holdings Unweighted | — | — | — | — | +114.24% |
Exome Asset Management LLC reports $162.10M in US-listed equity holdings across 52 positions in its most recent 13F filing. Its largest disclosed positions are GH (6.3%), PRAX (5.6%) and TGTX (5.6%). The top 20 holdings account for 66.98% of reported assets. Its disclosed equity book has returned +127.02% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Exome Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011932). View Exome Asset Management LLC’s 13F filings on SEC