Ishara Investments
Ishara Investments reported 41 stocks worth $136M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are ACAD (7.6%), XERS (7.2%) and BMRN (6.0%). Compared with Q1 2026, the fund opened new positions in AGIO, INSM and TNXP, added to ACAD, XERS and BMRN, trimmed ZNTL, TVTX and AXSM and sold out of VSTM, ARWR and MLTX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ACAD Acadia Pharmaceuticals Inc | $10.4M | 7.6% | 410K | +287K (+233%) | 3 of 3 | |
| 2 |  XERS Xeris Biopharma Holdings Inc | $9.7M | 7.2% | 1.2M | +205K (+20%) | 3 of 3 | |
| 3 |  BMRN Biomarin Pharmaceutical Inc | $8.2M | 6.0% | 144K | +62K (+75%) | 3 of 3 | |
| 4 |  PRAX Praxis Precision Medicines I | $7.5M | 5.5% | 23K | No change | 3 of 3 | |
| 5 |  RARE Ultragenyx Pharmaceutical in | $6.8M | 5.0% | 205K | +31K (+18%) | 3 of 3 | |
| 6 |  AGIO Agios Pharmaceuticals Inc | $6.1M | 4.5% | 164K | New position | 2 of 3 | |
| 7 |  INSM Insmed Inc | $5.5M | 4.0% | 51K | New position | 2 of 3 | |
| 8 | CRINETICS PHARMACEUTICALS IN | $5.4M | 4.0% | 144K | New position | 1 of 3 | |
| 9 |  ZNTL Zentalis Pharmaceuticals Inc | $5M | 3.6% | 1M | −205K (−17%) | 3 of 3 | |
| 10 |  PCVX Vaxcyte Inc | $4.8M | 3.5% | 82K | +25K (+43%) | 3 of 3 |
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 |
|---|---|---|
KALVISTA PHARMACEUTICALS INC | $5.6M | 277K |
AMICUS THERAPEUTICS INC | $5.3M | 369K |
 VSTM Verastem Inc | $4.3M | 820K |
 ARWR Arrowhead Pharmaceuticals in | $3.5M | 55K |
 MLTX Moonlake Immunotherapeutics | $3.2M | 174K |
🔒 Free account: see all 11.
Reported value
last 3 quartersThe 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 ↗ |
Other superinvestors
All hedge fund holdings →Ishara Investments 13F FAQ
What does Ishara Investments own?
Ishara Investments reported 41 stocks worth $136M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are ACAD (7.6%), XERS (7.2%) and BMRN (6.0%). The table above lists every position in the filing (the top 10 without an account).
What did Ishara Investments buy and sell in Q2 2026?
Compared with Q1 2026: 16 new positions, 13 added to, 8 trimmed and 11 sold out. New positions include AGIO, INSM and TNXP. It sold all of VSTM, ARWR and MLTX.
When will Ishara Investments 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 Ishara Investments's portfolio worth?
The Q2 2026 filing reports $136M 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.