13F holdings · Q2 2026

Fairmount Funds Management

West Conshohocken, PA · files as Fairmount Funds Management LLC

Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 1802528

Fairmount Funds Management reported 12 stocks worth $1.5B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are ORKA (23.3%), DNTH (16.4%) and Galecto Inc (15.0%). Compared with Q1 2026, the fund opened new positions in FTH, added to VRDN and sold out of SYRE.

Reported value$1.5B+9.3% vs last quarter

Stocks held121 new · 1 sold out

Top 5 weight75.4%very concentrated

Turnover16%of the portfolio changed

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Holdings

#	Stock	Value	Weight	Shares	Change	Shares, 8 qtrs	Held
1	ORKA Oruka Therapeutics Inc	$353M	23.3%	3.7M	No change		8 of 8
2	DNTH Dianthus Therapeutics Inc	$247M	16.4%	2.5M	No change		8 of 8
3	GALECTO INC	$227M	15.0%	8.7M	No change		2 of 8
4	COGT Cogent Biosciences Inc	$213M	14.1%	5.5M	No change		8 of 8
5	JBIO Jade Biosciences Inc	$101M	6.7%	4.6M	No change		5 of 8
6	ELVN Enliven Therapeutics Inc	$94.2M	6.2%	1.9M	No change		8 of 8
7	VRDN Viridian Therapeutics Inc	$93.5M	6.2%	5.1M	+1.2M (+30%)		8 of 8
8	ZBIO Zenas Biopharma Inc	$59.9M	4.0%	2.4M	No change		8 of 8
9	CBIO Crescent Biopharma Inc.	$49.5M	3.3%	2.7M	No change		5 of 8
10	APOGEE THERAPEUTICS INC	$39.6M	2.6%	299K	No change		8 of 8
11	ABCD Example Holdings Inc	100	153	206	259	312	365
12	WXYZ Example Holdings Inc	137	190	243	296	349	402
13	QRST Example Holdings Inc	174	227	280	333	386	439
14	LMNO Example Holdings Inc	211	264	317	370	423	476

🔒 2 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026

Stock	Value last quarter	Shares sold
SYRE Spyre Therapeutics Inc	$203M	4M

Reported value

last 8 quarters

$1.2BQ3 '24

$1BQ4 '24

$645MQ1 '25

$772MQ2 '25

$1.1BQ3 '25

$1.3BQ4 '25

$1.4BQ1 '26

$1.5BQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC

Filed	Form	Quarter
Aug 14, 2026	13F-HR	Q2 2026	SEC filing ↗

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Fairmount Funds Management 13F FAQ

What does Fairmount Funds Management own?

Fairmount Funds Management reported 12 stocks worth $1.5B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are ORKA (23.3%), DNTH (16.4%) and Galecto Inc (15.0%). The table above lists every position in the filing (the top 10 without an account).

What did Fairmount Funds Management buy and sell in Q2 2026?

Compared with Q1 2026: 1 new positions, 1 added to, 0 trimmed and 1 sold out. New positions include FTH. It sold all of SYRE.

When will Fairmount Funds Management file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Fairmount Funds Management's portfolio worth?

The Q2 2026 filing reports $1.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.