§ 13F · FUND PROFILE
M28 Capital Management LP.
AUM · $47M (13F)Positions · 9Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
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 | WVE | WAVE LIFE SCIENCES LTD | 4.59M | $27M | 56.5% | ±0% |
| 2 | IVVD | INVIVYD INC | 9.25M | $8M | 17.1% | ±0% |
| 3 | TGTX | TG THERAPEUTICS INC | 88K | $5M | 10.3% | ±0% |
| 4 | ARWR | ARROWHEAD PHARMACEUTICALS IN | 37K | $3M | 6.4% | ±0% |
| 5 | GUTS | FRACTYL HEALTH INC | 1.86M | $1M | 3.1% | ±0% |
| 6 | PRQR | PROQR THRAPEUTICS N V | 600K | $1M | 2.4% | ±0% |
| 7 | SLN | SILENCE THERAPEUTICS PLC | 101K | $1M | 2.4% | ±0% |
| 8 | RCKT | ROCKET PHARMACEUTICALS INC | 211K | $721K | 1.5% | ±0% |
| 9 | CRIS | CURIS INC | 285K | $149K | 0.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE M28 SIGNAL
AC read
M28 Capital Management LP is a Other fund managing $47 million in assets. The fund runs a focused portfolio of just 9 positions.
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