M28 Capital Management LP — 13F holdings

M28 Capital Management LP reported 9 holdings worth $47.2M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. WVE WAVE LIFE SCIENCES LTD — $26.7M (56.5%)
2. IVVD INVIVYD INC — $8.07M (17.1%)
3. TGTX TG THERAPEUTICS INC — $4.85M (10.3%)
4. ARWR ARROWHEAD PHARMACEUTICALS IN — $3.00M (6.4%)
5. GUTS FRACTYL HEALTH INC — $1.47M (3.1%)
6. PRQR PROQR THRAPEUTICS N V — $1.12M (2.4%)
7. SLN SILENCE THERAPEUTICS PLC — $1.11M (2.4%)
8. RCKT ROCKET PHARMACEUTICALS INC — $721K (1.5%)
9. CRIS CURIS INC — $149K (0.3%)