StockDriftsStockDriftsTop 28 Jones Hill Capital LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BMRN | BIOMARIN PHARMACEUTICAL INC | 17.42% | 1.43M | $81.9M | +12.87%(+163.20K) | $57.74(+18.69%) | 2026-06-30 | |
| GILD | GILEAD SCIENCES INC | 9.21% | 343.0K | $43.3M | new | $131.34(+5.18%) | 2026-06-30 | |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | 6.07% | 1.09M | $28.6M | new | $23.77(+9.40%) | 2026-06-30 | |
| MDGL | MADRIGAL PHARMACEUTICALS INC | 6% | 52.5K | $28.2M | new | $521.15(-2.64%) | 2026-06-30 | |
| BCAX | BICARA THERAPEUTICS INC | 5.63% | 892.6K | $26.5M | -29.16%(-367.51K) | $18.36(+33.39%) | 2026-06-30 | |
| RLMD | RELMADA THERAPEUTICS INC | 5.38% | 3.66M | $25.3M | +966.39%(+3.31M) | $6.58(-26.43%) | 2026-06-30 | |
| TRVI | TREVI THERAPEUTICS INC | 5.31% | 1.34M | $25.0M | +261.78%(+969.04K) | $14.18(+26.27%) | 2026-06-30 | |
| PHVS | PHARVARIS N V | 4.98% | 677.9K | $23.4M | +305.88%(+510.87K) | $30.21(+12.67%) | 2026-06-30 | |
| XENE | XENON PHARMACEUTICALS INC | 4.72% | 367.9K | $22.2M | new | $57.95(+11.70%) | 2026-06-30 | |
| ANIP | ANI PHARMACEUTICALS INC | 4.11% | 233.8K | $19.4M | -26.61%(-84.78K) | $77.92(-4.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +15.12% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.24% |
Jones Hill Capital LP reports $470.36M in US-listed equity holdings across 29 positions in its most recent 13F filing. Its largest disclosed positions are BMRN (17.4%), GILD (9.2%) and ARQT (6.1%). The top 20 holdings account for 91.71% of reported assets. Its disclosed equity book has returned +15.12% cumulatively over 1 quarter. 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 Jones Hill Capital LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2102314). View Jones Hill Capital LP’s 13F filings on SEC