StockDriftsStockDriftsTop 24 Nan Fung Group Holdings LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MPLT | MAPLIGHT THERAPEUTICS INC | 26.47% | 971.3K | $34.8M | +0.00%(+0) | $17.57(-33.11%) | 2026-06-30 | |
| LBRX | LB PHARMACEUTICALS INC | 15.57% | 630.7K | $20.5M | +0.00%(+0) | $19.81(+141.15%) | 2026-06-30 | |
| EVMN | EVOMMUNE INC | 14.56% | 1.44M | $19.2M | +0.00%(+0) | $17.12(-14.43%) | 2026-06-30 | |
| HELP | CYBIN INC | 4.96% | 987.2K | $6.5M | +114.61%(+527.22K) | $6.20(+90.59%) | 2026-06-30 | |
| INCY | INCYTE CORP | 4.63% | 53.7K | $6.1M | +0.00%(+0) | $64.73(+85.63%) | 2026-06-30 | |
| RYTM | RHYTHM PHARMACEUTICALS INC | 4.15% | 49.1K | $5.5M | +0.00%(+0) | $28.60(+303.77%) | 2026-06-30 | |
| ONC | BEONE MEDICINES LTD | 3.41% | 15.7K | $4.5M | +0.00%(+0) | $242.87(+43.07%) | 2026-06-30 | |
| OCS | OCULIS HOLDING AG | 3.17% | 300.6K | $4.2M | -14.31%(-50.18K) | $10.17(+26.02%) | 2026-06-30 | |
| RVMD | REVOLUTION MEDICINES INC | 2.74% | 19.3K | $3.6M | +0.00%(+0) | $39.20(+447.53%) | 2026-06-30 | |
| KYMR | KYMERA THERAPEUTICS INC | 2.69% | 30.9K | $3.5M | +0.00%(+0) | $39.92(+194.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +5.76% | +18.31% | -9.24% | -38.41% |
| Top 20 Holdings Unweighted | +8.03% | +26.07% | -10.49% | -42.55% |
Nan Fung Group Holdings LTD reports $131.49M in US-listed equity holdings across 25 positions in its most recent 13F filing. Its largest disclosed positions are MPLT (26.5%), LBRX (15.6%) and EVMN (14.6%). The top 20 holdings account for 96.33% of reported assets. Its disclosed equity book has returned +18.31% 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 Nan Fung Group Holdings LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1782539). View Nan Fung Group Holdings LTD’s 13F filings on SEC