StockDriftsStockDriftsTop 50 Seven Fleet Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGON | CG ONCOLOGY INC | 22.12% | 1.89M | $134.0M | +2389.82%(+1.81M) | $46.13(+62.63%) | 2026-06-30 | |
| TNGX | TANGO THERAPEUTICS INC | 15.79% | 3.23M | $95.7M | +543.04%(+2.73M) | $22.25(+15.08%) | 2026-06-30 | |
| RVMD | REVOLUTION MEDICINES INC | 7.48% | 242.0K | $45.3M | +199.57%(+161.24K) | $115.92(+75.74%) | 2026-06-30 | |
| PHVS | PHARVARIS N V | 4.42% | 774.5K | $26.8M | +348.39%(+601.77K) | $29.62(+18.65%) | 2026-06-30 | |
| LQDA | LIQUIDIA CORPORATION | 3.38% | 256.6K | $20.5M | +36.58%(+68.73K) | $37.75(+97.20%) | 2026-06-30 | |
| ELVN | ENLIVEN THERAPEUTICS INC | 3.06% | 365.4K | $18.5M | +122.76%(+201.36K) | $31.75(+85.24%) | 2026-06-30 | |
| ABVX | ABIVAX SA | 2.45% | 111.3K | $14.8M | +158.60%(+68.28K) | $119.59(-0.53%) | 2026-06-30 | |
| AVTX | AVALO THERAPEUTICS INC | 2.35% | 770.8K | $14.2M | +260.48%(+556.95K) | $16.37(+19.69%) | 2026-06-30 | |
| MIRM | MIRUM PHARMACEUTICALS INC | 2.13% | 110.4K | $12.9M | new | $102.49(-1.80%) | 2026-06-30 | |
| ASMB | ASSEMBLY BIOSCIENCES INC | 1.96% | 433.1K | $11.9M | +671.45%(+377.00K) | $27.54(+19.62%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +84.76% |
| Top 20 Holdings Unweighted | — | — | — | — | +40.39% |
Seven Fleet Capital Management LP reports $605.92M in US-listed equity holdings across 96 positions in its most recent 13F filing. Its largest disclosed positions are CGON (22.1%), TNGX (15.8%) and RVMD (7.5%). The top 20 holdings account for 79.5% of reported assets. Its disclosed equity book has returned +84.76% cumulatively over 2 quarters. 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 Seven Fleet Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2092021). View Seven Fleet Capital Management LP’s 13F filings on SEC