Tetragon Partners GP
Tetragon Partners GP reported 32 stocks worth $614M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are PATH (54.8%), KGEI (5.5%) and AUTL (2.5%). Compared with Q1 2026, the fund opened new positions in ALKT, CELC and CUE, added to PATH, DFTX and MBX, trimmed CLDX, ANNX and NKTR and sold out of PRAX, AXSM and MPLT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  PATH Uipath Inc | $336M | 54.8% | 30.9M | +5.7M (+23%) | 8 of 8 | |
| 2 |  KGEI Kolibri Global Energy Inc | $33.8M | 5.5% | 6.8M | No change | 8 of 8 | |
| 3 |  AUTL Autolus Therapeutics PLC | $15.2M | 2.5% | 9.5M | No change | 8 of 8 | |
| 4 |  LYFT Lyft Inc | $14.6M | 2.4% | 1M | No change | 8 of 8 | |
| 5 |  DFTX Definium Therapeutics Inc | $13.5M | 2.2% | 287K | +87K (+43%) | 2 of 8 | |
| 6 |  WK Workiva Inc | $12.1M | 2.0% | 250K | No change | 5 of 8 | |
| 7 |  CXM Sprinklr Inc | $11.4M | 1.9% | 2.2M | No change | 8 of 8 | |
| 8 |  MBX Mbx Biosciences Inc | $11.2M | 1.8% | 204K | +58K (+40%) | 4 of 8 | |
| 9 |  ALKT Alkami Technology Inc | $10.9M | 1.8% | 600K | New position | 1 of 8 | |
| 10 |  CLDX Celldex Therapeutics Inc | $10.8M | 1.8% | 290K | −22K (−7%) | 7 of 8 |
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 |
|---|---|---|
 PRAX Praxis Precision Medicines I | $5.1M | 16K |
SOLENO THERAPEUTICS INC | $3.4M | 102K |
 AXSM Axsome Therapeutics Inc | $3.4M | 20K |
 MPLT Maplight Therapeutics Inc | $2.3M | 112K |
 AARD Aardvark Therapeutics Inc | $1.2M | 317K |
🔒 Free account: see all 7.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
AXSM Axsome Therapeutics Inc | Call | $8.6M | 35K | 0 |
 RARE Ultragenyx Pharmaceutical in | Call | $3.3M | 100K | +100,000 |
 SLN Silence Therapeutics PLC | Call | $3.3M | 300K | +300,000 |
 KPTI Karyopharm Therapeutics Inc | Call | $2.4M | 250K | +200,300 |
 AGIO Agios Pharmaceuticals Inc | Call | $1.9M | 50K | +50,000 |
🔒 Free account: see all 7.
Reported value
last 8 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 →Tetragon Partners GP 13F FAQ
What does Tetragon Partners GP own?
Tetragon Partners GP reported 32 stocks worth $614M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are PATH (54.8%), KGEI (5.5%) and AUTL (2.5%). The table above lists every position in the filing (the top 10 without an account).
What did Tetragon Partners GP buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 15 added to, 5 trimmed and 7 sold out. New positions include ALKT, CELC and CUE. It sold all of PRAX, AXSM and MPLT.
When will Tetragon Partners GP 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 Tetragon Partners GP's portfolio worth?
The Q2 2026 filing reports $614M in US stocks ($635M including options). 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.