StockDriftsStockDriftsTop 23 Patient Square Capital LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ROIV | ROIVANT SCIENCES LTD | 43.97% | 8.02M | $283.9M | -1.78%(-145.12K) | $7.12(+408.41%) | 2026-06-30 | |
| RVMD | REVOLUTION MEDICINES INC | 8.01% | 276.0K | $51.7M | new | $139.99(+53.32%) | 2026-06-30 | |
| MIRM | MIRUM PHARMACEUTICALS INC | 4.72% | 260.5K | $30.5M | +13.26%(+30.50K) | $68.56(+46.80%) | 2026-06-30 | |
| ABVX | ABIVAX SA | 4.26% | 206.5K | $27.5M | +70.32%(+85.25K) | $75.63(+60.54%) | 2026-06-30 | |
| ONC | BEONE MEDICINES LTD | 3.97% | 90.0K | $25.7M | +11.77%(+9.48K) | $315.55(+10.12%) | 2026-06-30 | |
| PHVS | PHARVARIS N V | 3.6% | 671.2K | $23.2M | +36.15%(+178.21K) | $24.27(+44.80%) | 2026-06-30 | |
| ARGX | ARGENX SE | 3.31% | 23.0K | $21.3M | -37.36%(-13.72K) | $695.71(+41.21%) | 2026-06-30 | |
| UTHR | UNITED THERAPEUTICS CORP DEL | 3.12% | 37.1K | $20.1M | new | $565.10(-10.50%) | 2026-06-30 | |
| BLTE | BELITE BIO INC | 2.62% | 110.0K | $16.9M | -5.73%(-6.68K) | $159.70(+1.94%) | 2026-06-30 | |
| COGT | COGENT BIOSCIENCES INC | 2.55% | 425.0K | $16.4M | -28.69%(-171.00K) | $30.58(+24.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +31.94% | +129.68% | — | — | +189.76% |
| Top 20 Holdings Unweighted | +10.12% | +33.53% | — | — | +68.46% |
Patient Square Capital LP reports $645.52M in US-listed equity holdings across 23 positions in its most recent 13F filing. Its largest disclosed positions are ROIV (44.0%), RVMD (8.0%) and MIRM (4.7%). The top 20 holdings account for 97.32% of reported assets. Its disclosed equity book has returned +129.68% 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 Patient Square Capital LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1819257). View Patient Square Capital LP’s 13F filings on SEC