StockDriftsStockDriftsTop 29 Patient Square Capital LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ROIV | ROIVANT SCIENCES LTD | 40.13% | 8.17M | $226.2M | +0.00%(+0) | $7.12(+393.39%) | 2026-03-31 | |
| ARGX | ARGENX SE | 4.76% | 36.7K | $26.8M | +41.22%(+10.72K) | $695.71(+35.07%) | 2026-03-31 | |
| INSM | INSMED INC | 4.57% | 157.5K | $25.8M | -41.01%(-109.50K) | $72.09(+54.80%) | 2026-03-31 | |
| ONC | BEONE MEDICINES LTD | 4.24% | 80.5K | $23.9M | +16.20%(+11.23K) | $319.21(-6.75%) | 2026-03-31 | |
| COGT | COGENT BIOSCIENCES INC | 4.07% | 596.0K | $22.9M | +87.79%(+278.63K) | $30.58(+26.52%) | 2026-03-31 | |
| MIRM | MIRUM PHARMACEUTICALS INC | 3.77% | 230.0K | $21.2M | -23.00%(-68.68K) | $64.06(+96.05%) | 2026-03-31 | |
| BLTE | BELITE BIO INC | 3.3% | 116.7K | $18.6M | new | $159.70(-8.18%) | 2026-03-31 | |
| LEGN | LEGEND BIOTECH CORP | 3.18% | 990.0K | $17.9M | new | $19.91(+50.19%) | 2026-03-31 | |
| NKTR | NEKTAR THERAPEUTICS | 2.68% | 210.0K | $15.1M | new | $57.11(+24.38%) | 2026-03-31 | |
| DBVT | DBV TECHNOLOGIES S A | 2.57% | 693.5K | $14.5M | +93.16%(+334.48K) | $17.21(-8.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +39.26% | +170.06% |
| Top 20 Holdings Unweighted | +18.71% | +67.27% |
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