StockDriftsStockDriftsTop 32 Trails Edge Capital Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LBRX | LB PHARMACEUTICALS INC | 7.85% | 1.52M | $49.4M | +15.44%(+203.66K) | $20.21(+136.45%) | 2026-06-30 | |
| NRIX | NURIX THERAPEUTICS INC | 6.06% | 1.57M | $38.2M | -9.75%(-170.00K) | $14.10(+91.78%) | 2026-06-30 | |
| IMCR | IMMUNOCORE HLDGS PLC | 5.36% | 1.06M | $33.8M | +55.76%(+380.64K) | $33.73(+1.42%) | 2026-06-30 | |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | 4.7% | 2.23M | $29.6M | +70.99%(+925.00K) | $9.46(+28.92%) | 2026-06-30 | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 4.65% | 512.0K | $29.3M | new | $56.01(+20.27%) | 2026-06-30 | |
| DSGN | DESIGN THERAPEUTICS INC | 4.6% | 2.00M | $29.0M | +134.89%(+1.15M) | $11.39(+30.16%) | 2026-06-30 | |
| XENE | XENON PHARMACEUTICALS INC | 4.22% | 440.0K | $26.6M | +0.00%(+0) | $42.49(+46.76%) | 2026-06-30 | |
| MIRM | MIRUM PHARMACEUTICALS INC | 4.15% | 223.3K | $26.1M | -33.00%(-110.00K) | $84.77(+18.72%) | 2026-06-30 | |
| INSM | INSMED INC | 3.9% | 230.3K | $24.6M | new | $129.97(-4.79%) | 2026-06-30 | |
| CYTK | CYTOKINETICS INC | 3.9% | 288.1K | $24.5M | -3.97%(-11.91K) | $64.73(+14.53%) | 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 | — | — | — | — | +46.26% |
| Top 20 Holdings Unweighted | — | — | — | — | +45.50% |
Trails Edge Capital Partners LP reports $629.91M in US-listed equity holdings across 35 positions in its most recent 13F filing. Its largest disclosed positions are LBRX (7.8%), NRIX (6.1%) and IMCR (5.4%). The top 20 holdings account for 76.65% of reported assets. Its disclosed equity book has returned +46.26% 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 Trails Edge Capital Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2077247). View Trails Edge Capital Partners LP’s 13F filings on SEC