☆Jones Hill Capital LP
Quality Q
0.027
AUM ($M)
470
Positions
29
Turnover
0.60
Top-10 wt
69%
Herfindahl
0.068
History (qtrs)
2
Excess Return
—
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Holdings · 41 positions · portfolio value $470M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆BMRN funds › | BIOMARIN PHARMACEUTICAL INC | ADD | — | 17.4% | +2.1% | 81.9 | 1,431,590 | +163,200 | 1 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | NEW | — | 9.2% | +9.2% | 43.3 | 343,043 | +343,043 | 1 | — |
| ☆ARQT funds › | ARCUTIS BIOTHERAPEUTICS INC | NEW | — | 6.1% | +6.1% | 28.6 | 1,089,701 | +1,089,701 | 1 | — |
| ☆MDGL funds › | MADRIGAL PHARMACEUTICALS INC | NEW | — | 6.0% | +6.0% | 28.2 | 52,545 | +52,545 | 1 | — |
| ☆BCAX funds › | BICARA THERAPEUTICS INC | TRIM | — | 5.6% | +0.3% | 26.5 | 892,621 | -367,515 | 1 | — |
| ☆RLMD funds › | RELMADA THERAPEUTICS INC | ADD | — | 5.4% | +4.9% | 25.3 | 3,655,075 | +3,312,323 | 1 | — |
| ☆TRVI funds › | TREVI THERAPEUTICS INC | ADD | — | 5.3% | +4.4% | 25.0 | 1,339,212 | +969,037 | 1 | — |
| ☆PHVS funds › | PHARVARIS N V | ADD | — | 5.0% | +4.0% | 23.4 | 677,879 | +510,865 | 1 | — |
| ☆XENE funds › | XENON PHARMACEUTICALS INC | NEW | — | 4.7% | +4.7% | 22.2 | 367,900 | +367,900 | 1 | — |
| ☆ANIP funds › | ANI PHARMACEUTICALS INC | TRIM | — | 4.1% | -1.1% | 19.4 | 233,808 | -84,783 | 1 | — |
| ☆IMCR funds › | IMMUNOCORE HLDGS PLC | NEW | — | 3.5% | +3.5% | 16.3 | 512,856 | +512,856 | 1 | — |
| ☆AMLX funds › | AMYLYX PHARMACEUTICALS INC | TRIM | — | 3.4% | -1.4% | 16.1 | 894,058 | -704,736 | 1 | — |
| ☆INSM funds › | INSMED INC | NEW | — | 2.8% | +2.8% | 13.0 | 122,375 | +122,375 | 1 | — |
| ☆NUVL funds › | NUVALENT INC | TRIM | — | 2.6% | -4.0% | 12.2 | 98,442 | -202,388 | 1 | — |
| ☆CAPR funds › | CAPRICOR THERAPEUTICS INC | TRIM | — | 2.2% | -3.8% | 10.1 | 420,751 | -488,456 | 1 | — |
| ☆ACRS funds › | ACLARIS THERAPEUTICS INC | NEW | — | 2.0% | +2.0% | 9.3 | 1,759,492 | +1,759,492 | 1 | — |
| ☆IMUX funds › | IMMUNIC INC | NEW | — | 1.8% | +1.8% | 8.3 | 539,814 | +539,814 | 1 | — |
| ☆ORIC funds › | ORIC PHARMACEUTICALS INC | NEW | — | 1.7% | +1.7% | 8.1 | 747,313 | +747,313 | 1 | — |
| ☆TNXP funds › | TONIX PHARMACEUTICALS HLDG C | ADD | — | 1.7% | +0.4% | 8.0 | 625,428 | +173,312 | 1 | — |
| ☆SNDX funds › | SYNDAX PHARMACEUTICALS INC | NEW | — | 1.6% | +1.6% | 7.4 | 340,000 | +340,000 | 1 | — |
| ☆OLMA funds › | OLEMA PHARMACEUTICALS INC | NEW | — | 1.5% | +1.5% | 7.2 | 574,166 | +574,166 | 1 | — |
| ☆VIR funds › | VIR BIOTECHNOLOGY INC | TRIM | — | 1.4% | -0.9% | 6.7 | 659,213 | -539,000 | 1 | — |
| ☆CRBP funds › | CORBUS PHARMACEUTICALS HLDGS | NEW | — | 1.3% | +1.3% | 6.1 | 653,572 | +653,572 | 1 | — |
| ☆DNTH funds › | DIANTHUS THERAPEUTICS INC | NEW | — | 1.2% | +1.2% | 5.6 | 57,100 | +57,100 | 1 | — |
| ☆VRTX funds › | VERTEX PHARMACEUTICALS INC | TRIM | — | 1.2% | -9.2% | 5.5 | 11,123 | -97,480 | 1 | — |
| ☆ELVN funds › | ENLIVEN THERAPEUTICS INC | TRIM | — | 0.5% | -4.4% | 2.5 | 49,850 | -543,190 | 1 | — |
| ☆GPCR funds › | STRUCTURE THERAPEUTICS INC | TRIM | — | 0.5% | -0.6% | 2.2 | 40,567 | -60,026 | 1 | — |
| ☆PHAT funds › | PHATHOM PHARMACEUTICALS INC | NEW | — | 0.4% | +0.4% | 1.8 | 161,486 | +161,486 | 1 | — |
| ☆ACHV funds › | ACHIEVE LIFE SCIENCE INC | NEW | — | 0.0% | +0.0% | 0.2 | 26,760 | +26,760 | 1 | — |
| ☆CTNM funds › | CONTINEUM THERAPEUTICS INC | EXIT | — | 0.0% | -1.4% | 0.0 | 0 | -513,053 | 0 | — |
| ☆MANE funds › | VERADERMICS INC | EXIT | — | 0.0% | -1.4% | 0.0 | 0 | -100,843 | 0 | — |
| ☆FULC funds › | FULCRUM THERAPEUTICS INC | EXIT | — | 0.0% | -2.9% | 0.0 | 0 | -1,771,926 | 0 | — |
| ☆ORKA funds › | ORUKA THERAPEUTICS INC | EXIT | — | 0.0% | -1.5% | 0.0 | 0 | -140,843 | 0 | — |
| ☆ARGX funds › | ARGENX SE | EXIT | — | 0.0% | -4.1% | 0.0 | 0 | -25,995 | 0 | — |
| ☆SLN funds › | SILENCE THERAPEUTICS PLC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -301,604 | 0 | — |
| ☆PCVX funds › | VAXCYTE INC | EXIT | — | 0.0% | -8.0% | 0.0 | 0 | -644,831 | 0 | — |
| ☆TRDA funds › | ENTRADA THERAPEUTICS INC | EXIT | — | 0.0% | -1.0% | 0.0 | 0 | -374,010 | 0 | — |
| ☆NUVB funds › | NUVATION BIO INC | EXIT | — | 0.0% | -2.2% | 0.0 | 0 | -2,383,031 | 0 | — |
| ☆AVBP funds › | ARRIVENT BIOPHARMA INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -45,809 | 0 | — |
| ☆RARE funds › | ULTRAGENYX PHARMACEUTICAL IN | EXIT | — | 0.0% | -5.2% | 0.0 | 0 | -1,165,557 | 0 | — |
| ☆CUSIP:880881107 funds › | TERNS PHARMACEUTICALS INC | EXIT | — | 0.0% | -5.9% | 0.0 | 0 | -521,237 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 470 | 29 | 0.60 | 69% | 0.068 | 0.028 | — | entered |
| 2026Q1 | 466 | 26 | 0.00 | 73% | 0.070 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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