Patient Square Capital LP

MENLO PARK, CA · CIK 1819257 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAtherton, CA

As an employer

US visa salary filings

Filings FY20252
Median salary offered$188,750
Middle half$176,875 – $200,625
Job titles2

Job title	Filings	Median	Range
Deal Professional AssociateMenlo Park, CA	1	$212,500
Private Equity AssociateMenlo Park, CA	1	$165,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Patient Square Capital LP.

$645.5m reported value +14.5% vs Q1 2026

23positions

80.1%in top 10

6 new 9 added 8 reduced 12 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ROIVANT SCIENCES LTD SHS ROIV	ROIV	8,020,928	$283.9m43.97%	43.97%	Reduced -145.1k	-145,119 -1.8%
2	REVOLUTION MEDICINES INC COM RVMD	RVMD	276,000	$51.7m8.01%	8.01%	New
3	MIRUM PHARMACEUTICALS INC COM MIRM	MIRM	260,500	$30.5m4.72%	4.72%	Added +30.5k	+30,500 13.3%
4	ABIVAX SA SPONSORED ADS ABVX	ABVX	206,500	$27.5m4.26%	4.26%	Added +85.3k	+85,255 70.3%
5	BEIGENE LTD SPONSORED ADR ONC	ONC	90,020	$25.7m3.97%	3.97%	Added +9.5k	+9,478 11.8%
6	PHARVARIS N V COM PHVS	PHVS	671,209	$23.2m3.60%	3.60%	Added +178.2k	+178,209 36.1%
7	ARGENX SE SPONSORED ADR ARGX	ARGX	23,000	$21.3m3.31%	3.31%	Reduced -13.7k	-13,718 -37.4%
8	UNITED THERAPEUTICS CORP DEL COM UTHR	UTHR	37,120	$20.1m3.12%	3.12%	New
9	BELITE BIO INC SPONSORED ADS BLTE	BLTE	110,000	$16.9m2.62%	2.62%	Reduced -6.7k	-6,684 -5.7%
10	COGENT BIOSCIENCES INC COM COGT	COGT	425,000	$16.4m2.55%	2.55%	Reduced -171.0k	-171,000 -28.7%
11	DBV TECHNOLOGIES S A SPONSORED ADS DBVT	DBVT	909,474	$14.9m2.31%	2.31%	Added +215.9k	+215,940 31.1%
12	XENON PHARMACEUTICALS INC COM XENE	XENE	220,000	$13.3m2.06%	2.06%	Reduced -7.0k	-7,000 -3.1%
13	BIONTECH SE SPONSORED ADS BNTX	BNTX	134,429	$12.5m1.94%	1.94%	New
14	ARCUS BIOSCIENCES INC COM RCUS	RCUS	355,800	$11.0m1.70%	1.70%	Added +160.8k	+160,800 82.5%
15	ENLIVEN THERAPEUTICS INC COM ELVN	ELVN	212,500	$10.8m1.67%	1.67%	Added +12.5k	+12,500 6.2%
16	DIANTHUS THERAPEUTICS INC COM DNTH	DNTH	108,000	$10.5m1.63%	1.63%	Added +14.1k	+14,118 15.0%
17	ALLOGENE THERAPEUTICS INC COM ALLO	ALLO	5,050,000	$10.5m1.63%	1.63%	Added +1.6m	+1,600,000 46.4%
18	EYEPOINT PHARMACEUTICALS INC COM NEW EYPT	EYPT	720,000	$10.3m1.59%	1.59%	Reduced -75.0k	-75,000 -9.4%
19	ARCUTIS BIOTHERAPEUTICS INC COM ARQT	ARQT	370,000	$9.7m1.50%	1.50%	Reduced -30.6k	-30,645 -7.7%
20	C4 THERAPEUTICS INC COM STK CCCC	CCCC	1,608,815	$7.5m1.16%	1.16%	New
21	INVENTIVA SA ADS IVA	IVA	1,967,171	$7.4m1.15%	1.15%	New
22	KYMERA THERAPEUTICS INC COM KYMR	KYMR	47,500	$5.4m0.84%	0.84%	Reduced -52.5k	-52,500 -52.5%
23	FAETH THERAPEUTICS INC COM NEW FTH	FTH	175,050	$4.4m0.68%	0.68%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INSMED INC INSM	INSM	157,500	$25.8m157.5k shares
LEGEND BIOTECH CORP LEGN	LEGN	990,000	$17.9m990.0k shares
NEKTAR THERAPEUTICS NKTR	NKTR	210,000	$15.1m210.0k shares
CELCUITY INC CELC	CELC	95,000	$10.8m95.0k shares
MERCK & CO INC MRK	MRK	80,000	$9.6m80.0k shares
PERSPECTIVE THERAPEUTICS INC CATX	CATX	1,625,000	$6.8m1.6m shares
DEFINIUM THERAPEUTICS INC DFTX	DFTX	331,000	$6.3m331.0k shares
HARROW INC HROW	HROW	165,209	$5.8m165.2k shares
PROTARA THERAPEUTICS INC TARA	TARA	1,030,846	$5.4m1.0m shares
CYTOMX THERAPEUTICS INC CTMX	CTMX	1,085,790	$5.1m1.1m shares
ASSEMBLY BIOSCIENCES INC ASMB	ASMB	136,315	$3.8m136.3k shares
SPYRE THERAPEUTICS INC SYRE	SYRE	1,000	$50.4k1.0k shares