Jones Hill Capital
Jones Hill Capital reported 29 stocks worth $470M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are BMRN (17.4%), GILD (9.2%) and ARQT (6.1%). Compared with Q1 2026, the fund opened new positions in GILD, ARQT and MDGL, added to BMRN, RLMD and TRVI, trimmed BCAX, ANIP and AMLX and sold out of PCVX, RARE and ARGX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 2 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BMRN Biomarin Pharmaceutical Inc | $81.9M | 17.4% | 1.4M | +163K (+13%) | 2 of 2 | |
| 2 |  GILD Gilead Sciences Inc | $43.3M | 9.2% | 343K | New position | 1 of 2 | |
| 3 |  ARQT Arcutis Biotherapeutics Inc | $28.6M | 6.1% | 1.1M | New position | 1 of 2 | |
| 4 |  MDGL Madrigal Pharmaceuticals Inc | $28.2M | 6.0% | 53K | New position | 1 of 2 | |
| 5 |  BCAX Bicara Therapeutics Inc | $26.5M | 5.6% | 893K | −368K (−29%) | 2 of 2 | |
| 6 |  RLMD Relmada Therapeutics Inc | $25.3M | 5.4% | 3.7M | +3.3M (+966%) | 2 of 2 | |
| 7 |  TRVI Trevi Therapeutics Inc | $25M | 5.3% | 1.3M | +969K (+262%) | 2 of 2 | |
| 8 |  PHVS Pharvaris N V | $23.4M | 5.0% | 678K | +511K (+306%) | 2 of 2 | |
| 9 |  XENE Xenon Pharmaceuticals Inc | $22.2M | 4.7% | 368K | New position | 1 of 2 | |
| 10 |  ANIP Ani Pharmaceuticals Inc | $19.4M | 4.1% | 234K | −85K (−27%) | 2 of 2 |
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 |
|---|---|---|
 PCVX Vaxcyte Inc | $37.5M | 645K |
TERNS PHARMACEUTICALS INC | $27.5M | 521K |
 RARE Ultragenyx Pharmaceutical in | $24.4M | 1.2M |
 ARGX Argenx SE | $19M | 26K |
 FULC Fulcrum Therapeutics Inc | $13.6M | 1.8M |
🔒 Free account: see all 12.
Reported value
last 2 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 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Jones Hill Capital 13F FAQ
What does Jones Hill Capital own?
Jones Hill Capital reported 29 stocks worth $470M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are BMRN (17.4%), GILD (9.2%) and ARQT (6.1%). The table above lists every position in the filing (the top 10 without an account).
What did Jones Hill Capital buy and sell in Q2 2026?
Compared with Q1 2026: 15 new positions, 5 added to, 9 trimmed and 12 sold out. New positions include GILD, ARQT and MDGL. It sold all of PCVX, RARE and ARGX.
When will Jones Hill Capital 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 Jones Hill Capital's portfolio worth?
The Q2 2026 filing reports $470M 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.