StockDriftsStockDriftsTop 9 M28 Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WVE | WAVE LIFE SCIENCES LTD | 61.83% | 4.59M | $33.3M | -19.00%(-1.08M) | $3.69(+69.44%) | 2026-03-31 | |
| IVVD | INVIVYD INC | 22.35% | 9.25M | $12.0M | +0.00%(+0) | $16.62(-94.62%) | 2026-03-31 | |
| TGTX | TG THERAPEUTICS INC | 5.46% | 88.4K | $2.9M | -45.33%(-73.25K) | $15.89(+235.43%) | 2026-03-31 | |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 4.29% | 36.9K | $2.3M | -45.32%(-30.55K) | $36.81(+128.20%) | 2026-03-31 | |
| PRQR | PROQR THRAPEUTICS N V | 1.81% | 599.8K | $972K | -41.17%(-419.70K) | $3.39(-46.67%) | 2026-03-31 | |
| GUTS | FRACTYL HEALTH INC | 1.58% | 1.86M | $850K | +0.00%(+0) | $7.40(-89.70%) | 2026-03-31 | |
| RCKT | ROCKET PHARMACEUTICALS INC | 1.4% | 210.9K | $755K | -45.32%(-174.81K) | $23.24(-83.47%) | 2026-03-31 | |
| SLN | SILENCE THERAPEUTICS PLC | 0.99% | 101.2K | $533K | -45.33%(-83.90K) | $8.60(+20.76%) | 2026-03-31 | |
| CRIS | CURIS INC | 0.29% | 284.9K | $156K | -45.33%(-236.17K) | $64.25(-99.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.97% | +22.40% |
| Top 20 Holdings Unweighted | +7.44% | +24.01% |
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