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Medicxi Ventures Management (Jersey) 13F Portfolio

Portfolio Manager
Medicxi Ventures Management (Jersey) Ltd
Performance
+2.29% (2026 Q2)
AUM (13F)
$177.42M
# of Holdings
3
Performance Rank
Allocation (Top 20)
100%
Latest filing
Q2 2026

Medicxi Ventures Management (Jersey) Ltd Holdings Map

Top 3 Medicxi Ventures Management (Jersey) Ltd Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
PHAT
PHATHOM PHARMACEUTICALS INC
45.65%7.46M$81.0M
+0.00%(+0)
2025-Q2: 7.46M shares2025-Q3: 7.46M shares2025-Q4: 7.46M shares2026-Q1: 7.46M shares2026-Q2: 7.46M shares
$15.94(-46.00%)
2026-06-30
NAMS
NEWAMSTERDAM PHARMA COMPANY
42.19%2.21M$74.9M
-17.41%(-465.54K)
2025-Q2: 2.87M shares2025-Q3: 2.87M shares2025-Q4: 2.87M shares2026-Q1: 2.67M shares2026-Q2: 2.21M shares
$11.08(+153.20%)
2026-06-30
AURA
AURA BIOSCIENCES INC
12.16%3.04M$21.6M
+0.00%(+0)
2025-Q2: 3.04M shares2025-Q3: 3.04M shares2025-Q4: 3.04M shares2026-Q1: 3.04M shares2026-Q2: 3.04M shares
$16.98(-55.59%)
2026-06-30

About Medicxi Ventures Management (Jersey) Ltd’s portfolio

Medicxi Ventures Management (Jersey) Ltd reports $177.42M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are PHAT (45.6%), NAMS (42.2%) and AURA (12.2%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +49.86% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
PHAT — 45.6% ($80.99M)NAMS — 42.2% ($74.85M)AURA — 12.2% ($21.58M)
100%in top 3
  • PHAT45.6%
  • NAMS42.2%
  • AURA12.2%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Trimmed
1
NAMSNEWAMSTERDAM PHARMA COMPANY-17.4%

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Source filings

Holdings on this page are parsed from Medicxi Ventures Management (Jersey) Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1715579). View Medicxi Ventures Management (Jersey) Ltd’s 13F filings on SEC

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