Arkolith/Funds/Fairmount Funds Management LLC

Fairmount Funds Management LLC

CIK 1802528Hedge fund
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Fairmount Funds Management LLC holds a concentrated book of 12 stocks worth $1.4B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Damora Therapeutics Inc and trimmed Cogent Biosciences Inc. Their largest long position is Damora Therapeutics Inc at 16% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
1
new positions
Added to
2
existing
Trimmed
3
reduced
Sold out
2
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
75%
Top 10 holdings
97%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Health Care
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

12 positions
#SecurityValueShares% PortLast moveHistory
1Damora Therapeutics Inc
COM NEW
$225.7M8.71M
16.3%
New
New position
2Dianthus Therapeutics Inc
COM
$212.9M2.54M
15.4%
+19%
Added · +400K sh
3Cogent Biosciences Inc
COM
$211.8M5.50M
15.3%
−39%
Reduced · −3.5M sh
4Spyre Therapeutics Inc
COM NEW
$202.7M4.02M
14.6%
Held
5Oruka Therapeutics Inc
COM
$181.7M3.71M
13.1%
Held
6Viridian Therapeutics Inc
COM
$76.6M3.91M
5.5%
Held
7Enliven Therapeutics Inc
COM
$72.7M1.86M
5.3%
−50%
Reduced · −1.9M sh
8Jade Biosciences Inc
COM NEW
$64.0M4.55M
4.6%
Held
9Crescent Biopharma Inc.
COM
$50.5M2.75M
3.6%
Held
10Zenas Biopharma Inc
COM
$46.1M2.36M
3.3%
+6.8%
Added · +150K sh
11Apogee Therapeutics Inc
COM
$25.1M298.6K
1.8%
−85%
Reduced · −1.8M sh
12Inhibikase Therapeutics Inc
COM NEW
$14.5M8.63M
1.0%
Held
Showing all 12 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202612$1.4B13F-HR
Q4 2025Dec 31, 2025Feb 17, 202613$1.3B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202517$1.1B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202517$771.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.