Seven Fleet Capital Management LP — 13F holdings

Seven Fleet Capital Management LP reported 114 holdings worth $606M in its 13F filing for Q2 2026, filed August 17, 2026.

Largest positions

1. CGON CG ONCOLOGY INC — $134M (22.1%)
2. TNGX TANGO THERAPEUTICS INC — $95.7M (15.8%)
3. RVMD REVOLUTION Medicines Inc — $45.3M (7.5%)
4. PHVS PHARVARIS N V — $26.8M (4.4%)
5. LQDA LIQUIDIA CORPORATION — $20.5M (3.4%)
6. ELVN ENLIVEN THERAPEUTICS INC — $18.5M (3.1%)
7. ABVX ABIVAX SA — $14.8M (2.4%)
8. AVTX AVALO THERAPEUTICS INC — $14.2M (2.4%)
9. MIRM MIRUM PHARMACEUTICALS INC — $12.9M (2.1%)
10. ASMB ASSEMBLY BIOSCIENCES INC — $11.9M (2.0%)