Squadron Capital Management LLC — 13F holdings

Squadron Capital Management LLC reported 43 holdings worth $322M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. RLMD RELMADA THERAPEUTICS INC — $50.9M (15.8%)
2. CCCC C4 THERAPEUTICS INC — $35.5M (11.0%)
3. COGT COGENT BIOSCIENCES INC — $33.5M (10.4%)
4. ZNTL ZENTALIS PHARMACEUTICALS INC — $20.0M (6.2%)
5. KOD KODIAK SCIENCES INC — $19.5M (6.0%)
6. RLAY RELAY THERAPEUTICS INC — $18.1M (5.6%)
7. EWTX EDGEWISE THERAPEUTICS INC — $11.8M (3.7%)
8. MAZE MAZE THERAPEUTICS INC — $10.00M (3.1%)
9. BIOA BIOAGE LABS INC — $9.93M (3.1%)
10. IVA INVENTIVA SA — $9.20M (2.9%)