Arbo · 13F Signal Engine

☆FCPM III SERVICES B.V.

CIK 0002013410 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe

Quality Q

0.897

AUM ($M)

750

Positions

Turnover

0.11

Top-10 wt

100%

Herfindahl

0.207

History (qtrs)

Excess Return

-23.6%

No AI Eval requested yet for this fund.

Ticker	Name	Activity	Security Type	Weight	Δ Weight	Value ($M)	Shares	Δ Shares	Qtrs Held	Excess Return
☆NAMS funds ›	NEWAMSTERDAM PHARMA COMPANY	TRIM	—	38.3%	-2.4%	287.7	8,490,353	-708,547	5	—
☆MPLT funds ›	MAPLIGHT THERAPEUTICS INC	HOLD	Common Stock	15.4%	+6.3%	115.6	3,226,400	+0	3	-43.2%
☆DYN funds ›	DYNE THERAPEUTICS INC	TRIM	Common Stock	11.4%	-0.3%	85.5	3,848,256	-796,130	5	—
☆VOR funds ›	VOR BIOPHARMA INC	HOLD	Common Stock	10.1%	-0.1%	75.8	4,117,354	+0	4	-68.4%
☆DMRA funds ›	DAMORA THERAPEUTICS INC	HOLD	—	8.5%	-0.3%	63.5	2,441,000	+0	2	-23.6%
☆REPL funds ›	REPLIMUNE GROUP INC	HOLD	Common Stock	4.1%	+1.2%	31.1	2,808,368	+0	5	—
☆CBIO funds ›	CRESCENT BIOPHARMA INC.	HOLD	—	4.0%	-0.2%	30.2	1,677,852	+0	3	+19.8%
☆AURA funds ›	AURA BIOSCIENCES INC	NEW	Common Stock	3.8%	+3.8%	28.8	4,053,775	+4,053,775	1	-11.5%
☆CUSIP:29286M105 funds ›	ENGENE HOLDINGS INC	HOLD	—	2.2%	-6.9%	16.7	9,632,561	+0	5	—
☆BCYC funds ›	BICYCLE THERAPEUTICS PLC	HOLD	ADR	2.0%	-0.3%	14.7	3,468,430	+0	5	—
☆CUSIP:29286M113 funds ›	ENGENE HOLDINGS INC	HOLD	—	0.1%	-0.9%	0.8	2,878,148	+0	5	—

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.

Period	AUM ($M)	Positions	Turnover	Top-10 wt	Herfindahl	Quality Q	Skill	Universe
2026Q2	750	11	0.11	100%	0.207	0.896	—	in
2026Q1	722	10	0.16	100%	0.218	0.856	—	in
2025Q4	763	10	0.20	100%	0.231	0.783	—	in
2025Q3	500	9	0.08	100%	0.320	0.881	—	in
2025Q2	369	8	0.03	100%	0.319	0.916	—	entered
2025Q1	414	7	0.00	100%	0.339	0.000	—	out

Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status