2026 Q1 Portfolio Activity
In 2026 Q1, Fairmount Funds Management LLC maintained a portfolio of 14 distinct positions. The most significant new addition was DAMORA THERAPEUTICS INC, now representing 16.30% of the total fund value. They heavily accumulated shares in DIANTHUS THERAPEUTICS INC, increasing the position by 18.7%. The fund also reduced its exposure to APOGEE THERAPEUTICS INC by 85.4%.
Position History
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Total Positions
14
Quarter
2026 Q1
Top Holding
GLTO (16.3%)
Top 10 Concentration
97.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-14 of 14
Fairmount Funds Management LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GLTO
DAMORA THERAPEU...
|
Healthcare | 16.30% | — |
#1
Prev: #—
|
9.5 |
—
|
8,713,000 | — |
NEW
|
8,713,000 | $225,666,700 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DNTH
DIANTHUS THERAP...
|
Healthcare | 15.38% | 6.70% |
#2
4
Prev: #6
|
7.5 |
—
|
400,000 | 18.7% |
P
S
|
2,537,191 | $212,921,069 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
COGT
COGENT BIOSCIEN...
|
Healthcare | 15.30% | 24.34% |
#3
2
Prev: #1
|
5.0 |
—
|
-3,500,000 | -38.9% |
P
S
|
5,503,418 | $211,826,559 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SYRE
SPYRE THERAPEUT...
|
Healthcare | 14.64% | 10.02% |
#4
1
Prev: #3
|
5.5 |
—
|
no change | no change |
P
S
|
4,018,101 | $202,673,014 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ORKA
ORUKA THERAPEUT...
|
Healthcare | 13.13% | 8.55% |
#5
Prev: #5
|
5.5 |
—
|
no change | no change |
P
S
|
3,705,262 | $181,743,101 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VRDN
VIRIDIAN THERAP...
|
Healthcare | 5.53% | 9.27% |
#6
2
Prev: #4
|
3.2 |
—
|
no change | no change |
P
S
|
3,914,458 | $76,566,798 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ELVN
ENLIVEN THERAPE...
|
Healthcare | 5.25% | 4.35% |
#7
3
Prev: #10
|
2.1 |
—
|
-1,855,800 | -50.0% |
P
S
|
1,855,644 | $72,741,245 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JBIO
JADE BIOSCIENCE...
|
Healthcare | 4.62% | 5.35% |
#8
1
Prev: #9
|
2.8 |
—
|
no change | no change |
P
S
|
4,553,494 | $63,976,591 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
CRESCENT BIOPHA...
|
|
Unknown | 3.65% | 2.48% |
#9
3
Prev: #12
|
2.5 |
—
|
no change | no change |
P
S
|
2,747,866 | $50,478,298 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
ZBIO
ZENAS BIOPHARMA...
|
Healthcare | 3.33% | 6.11% |
#10
3
Prev: #7
|
3.3 |
—
|
150,000 | 6.8% |
P
S
|
2,359,025 | $46,118,939 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
APGE
APOGEE THERAPEU...
|
Healthcare | 1.82% | 11.77% |
#11
9
Prev: #2
|
0.7 |
—
|
-1,750,000 | -85.4% |
P
S
|
298,647 | $25,137,118 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IKT
INHIBIKASE THER...
|
Healthcare | 1.05% | 1.35% |
#12
1
Prev: #13
|
1.4 |
—
|
no change | no change |
P
S
|
8,625,000 | $14,490,000 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KNSA
KINIKSA PHARMAC...
|
Healthcare | 0.00% | 4.14% |
Sold All 😨
(Was: #11) |
0.0 |
—
|
-1,319,688 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NUVL
NUVALENT INC
|
Healthcare | 0.00% | 5.57% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-727,563 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-14 of 14 holdings