StockDriftsStockDriftsTop 12 Fairmount Funds Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ORKA | ORUKA THERAPEUTICS INC | 23.31% | 3.71M | $352.6M | +0.00%(+0) | $32.86(+242.32%) | 2026-06-30 | |
| DNTH | DIANTHUS THERAPEUTICS INC | 16.35% | 2.54M | $247.3M | +0.00%(+0) | $24.72(+369.04%) | 2026-06-30 | |
| DMRA | DAMORA THERAPEUTICS INC | 14.98% | 8.71M | $226.6M | +0.00%(+0) | $24.45(+25.66%) | 2026-06-30 | |
| COGT | COGENT BIOSCIENCES INC | 14.08% | 5.50M | $213.0M | +0.00%(+0) | $9.28(+308.93%) | 2026-06-30 | |
| JBIO | JADE BIOSCIENCES INC | 6.69% | 4.55M | $101.2M | +0.00%(+0) | $38.37(-35.60%) | 2026-06-30 | |
| ELVN | ENLIVEN THERAPEUTICS INC | 6.22% | 1.86M | $94.2M | +0.00%(+0) | $18.45(+218.76%) | 2026-06-30 | |
| VRDN | VIRIDIAN THERAPEUTICS INC | 6.18% | 5.09M | $93.5M | +30.05%(+1.18M) | $18.67(+18.27%) | 2026-06-30 | |
| ZBIO | ZENAS BIOPHARMA INC | 3.96% | 2.36M | $59.9M | +0.00%(+0) | $19.27(+53.11%) | 2026-06-30 | |
| CBIO | CRESCENT BIOPHARMA INC. | 3.27% | 2.75M | $49.5M | +0.00%(+0) | $15.51(+13.13%) | 2026-06-30 | |
| APGE | APOGEE THERAPEUTICS INC | 2.62% | 298.6K | $39.6M | +0.00%(+0) | $21.30(+531.69%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +57.83% | +293.15% | +30.25% | +274.91% |
| Top 20 Holdings Unweighted | +59.64% | +306.82% | +31.62% | +294.94% |
Fairmount Funds Management LLC reports $1.51B in US-listed equity holdings across 12 positions in its most recent 13F filing. Its largest disclosed positions are ORKA (23.3%), DNTH (16.4%) and DMRA (15.0%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +293.15% on a three-year cumulative basis. 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 Fairmount Funds Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802528). View Fairmount Funds Management LLC’s 13F filings on SEC