§ 13F · FUND PROFILE
Jones Hill Capital LP.
AUM · $470M (13F)Positions · 29Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$206M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BMRN | BIOMARIN PHARMACEUTICAL INC | 1.43M | $82M | 17.4% | +13% |
| 2 | GILD | GILEAD SCIENCES INC | 343K | $43M | 9.2% | NEW |
| 3 | ARQT | ARCUTIS BIOTHERAPEUTICS INC | 1.09M | $29M | 6.1% | NEW |
| 4 | MDGL | MADRIGAL PHARMACEUTICALS INC | 53K | $28M | 6.0% | NEW |
| 5 | BCAX | BICARA THERAPEUTICS INC | 893K | $27M | 5.6% | −29% |
| 6 | RLMD | RELMADA THERAPEUTICS INC | 3.66M | $25M | 5.4% | +966% |
| 7 | TRVI | TREVI THERAPEUTICS INC | 1.34M | $25M | 5.3% | +262% |
| 8 | PHVS | PHARVARIS N V | 678K | $23M | 5.0% | +306% |
| 9 | XENE | XENON PHARMACEUTICALS INC | 368K | $22M | 4.7% | NEW |
| 10 | ANIP | ANI PHARMACEUTICALS INC | 234K | $19M | 4.1% | −27% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JONES SIGNAL
AC read
Jones Hill Capital LP is a institutional fund managing $470 million in assets. The fund runs a focused portfolio of just 29 positions.
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