§ 13F · FUND PROFILE
Trails Edge Capital Partners, LP.
AUM · $630M (13F)Positions · 35Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$192M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | LBRX | LB PHARMACEUTICALS INC | 1.52M | $49M | 7.8% | +15% |
| 2 | NRIX | NURIX THERAPEUTICS INC | 1.57M | $38M | 6.1% | −10% |
| 3 | IMCR | IMMUNOCORE HLDGS PLC | 1.06M | $34M | 5.4% | +56% |
| 4 | TRAX | FIRST TRACKS BIOTHERAPEUTICS | 1.51M | $30M | 4.8% | NEW |
| 5 | FDMT | 4D MOLECULAR THERAPEUTICS IN | 2.23M | $30M | 4.7% | +71% |
| 6 | BMRN | BIOMARIN PHARMACEUTICAL INC | 512K | $29M | 4.7% | NEW |
| 7 | DSGN | DESIGN THERAPEUTICS INC | 2.00M | $29M | 4.6% | +135% |
| 8 | XENE | XENON PHARMACEUTICALS INC | 440K | $27M | 4.2% | −31% |
| 9 | MIRM | MIRUM PHARMACEUTICALS INC | 223K | $26M | 4.2% | −33% |
| 10 | INSM | INSMED INC | 230K | $25M | 3.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRAILS SIGNAL
AC read
Trails Edge Capital Partners, LP is a Other fund managing $630 million in assets. The fund runs a portfolio of 35 positions.
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