Jones Hill Capital LP — 13F holdings

Jones Hill Capital LP reported 29 holdings worth $470M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. BMRN BIOMARIN PHARMACEUTICAL INC — $81.9M (17.4%)
2. GILD GILEAD SCIENCES INC — $43.3M (9.2%)
3. ARQT ARCUTIS BIOTHERAPEUTICS INC — $28.6M (6.1%)
4. MDGL MADRIGAL PHARMACEUTICALS INC — $28.2M (6.0%)
5. BCAX BICARA THERAPEUTICS INC — $26.5M (5.6%)
6. RLMD RELMADA THERAPEUTICS INC — $25.3M (5.4%)
7. TRVI Trevi Therapeutics Inc — $25.0M (5.3%)
8. PHVS PHARVARIS N V — $23.4M (5.0%)
9. XENE XENON PHARMACEUTICALS INC — $22.2M (4.7%)
10. ANIP ANI PHARMACEUTICALS INC — $19.4M (4.1%)