Ishara Investments LP holds a focused book of 36 stocks worth $99.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Axsome Therapeutics Inc and trimmed Praxis Precision Medicines I. Their largest long position is Praxis Precision Medicines I at 7% of the equity book. They also disclosed $6.6M in put options (a bearish bet), shown separately below and excluded from the equity book.
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Use Arkolith to show Ishara Investments LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Praxis Precision Medicines I COM NEW | $7.3M | 22.6K | 7.3% | ▼−44% Reduced · −17K sh | |
| 2 | Axsome Therapeutics Inc. COM | $6.9M | 41.0K | 7.0% | ▲New New position | |
| 3 | Xeris Biopharma Holdings Inc COM | $5.9M | 1.02M | 6.0% | ▲+28% Added · +225K sh | |
| 4 | Kalvista Pharmaceuticals Inc COM | $5.6M | 276.8K | 5.6% | ▲New New position | |
| 5 | Amicus Therapeutic COM | $5.3M | 369.0K | 5.4% | ▲+2.5% Added · +9K sh | |
| 6 | Biomarin Pharmaceutical Inc COM | $4.6M | 82.0K | 4.7% | ▼−18% Reduced · −18K sh | |
| 7 | Verastem Inc COM NEW | $4.3M | 820.0K | 4.4% | ▲+204% Added · +550K sh | |
| 8 | Ultragenyx Pharmaceutical In COM | $3.7M | 174.3K | 3.7% | ▲+249% Added · +124K sh | |
| 9 | Arrowhead Pharmaceuticals In COM | $3.5M | 55.4K | 3.5% | ▲New New position | |
| 10 | Vaxcyte Inc COM | $3.3M | 57.4K | 3.4% | ▲+15% Added · +7K sh | |
| 11 | Vera Therapeutics Inc CL A | $3.3M | 82.0K | 3.3% | ▲New New position | |
| 12 | Travere Therapeutics Inc COM | $3.3M | 110.7K | 3.3% | ▲New New position | |
| 13 | Moonlake Immunotherapeutics CLASS A ORD | $3.2M | 174.3K | 3.3% | ▲New New position | |
| 14 | Zentalis Pharmaceuticals Inc COM | $2.9M | 1.23M | 2.9% | ▼−6.8% Reduced · −90K sh | |
| 15 | Scholar Rock Hldg Corp COM | $2.8M | 57.4K | 2.8% | ▲New New position | |
| 16 | Acadia Pharmaceuticals Inc COM | $2.7M | 123.0K | 2.8% | ▼−23% Reduced · −37K sh | |
| 17 | Ardelyx Inc COM | $2.7M | 451.0K | 2.7% | ▲New New position | |
| 18 | Mineralys Therapeutics Inc COM | $2.2M | 82.0K | 2.2% | ▲New New position | |
| 19 | Genmab A/s SPONSORED ADS | $2.2M | 82.0K | 2.2% | ▲+17% Added · +12K sh | |
| 20 | DBV Technologies S A SPONSORED ADS | $2.1M | 102.5K | 2.2% | ▲New New position | |
| 21 | Catalyst Pharmaceuticals Inc COM | $2.0M | 82.0K | 2.1% | ▲New New position | |
| 22 | Sionna Therapeutics Inc COM | $2.0M | 49.2K | 2.0% | ▲New New position | |
| 23 | Contineum Therapeutics Inc CL A | $1.9M | 142.0K | 1.9% | ▲New New position | |
| 24 | Alnylam Pharmaceuticals Inc COM | $1.7M | 5.1K | 1.7% | ▲New New position | |
| 25 | Ligand Pharmaceuticals Inc COM NEW | $1.6M | 8.2K | 1.7% | ▲New New position | |
| 26 | Edgewise Therapeutics Inc COM | $1.5M | 49.2K | 1.6% | ▼−15% Reduced · −9K sh | |
| 27 | Immatics N.V SHS | $1.5M | 153.8K | 1.5% | ▲+92% Added · +74K sh | |
| 28 | Lexicon Pharmaceuticals Inc COM NEW | $1.4M | 902.0K | 1.4% | ▲+2.5% Added · +22K sh | |
| 29 | Beam Therapeutics Inc COM | $1.4M | 57.4K | 1.4% | ▲+15% Added · +7K sh | |
| 30 | Oric Pharmaceuticals Inc COM | $1.3M | 102.5K | 1.3% | ▼−36% Reduced · −58K sh | |
| 31 | Newamsterdam Pharma Company ORDINARY SHARES | $1.2M | 36.9K | 1.2% | ▲+23% Added · +7K sh | |
| 32 | Annexon Inc COM | $965K | 174.3K | 1.0% | ▼−77% Reduced · −576K sh | |
| 33 | Ideaya Biosciences Inc COM | $820K | 24.6K | 0.8% | ▲New New position | |
| 34 | Silence Therapeutics PLC ADS | $740K | 140.5K | 0.7% | ▼−41% Reduced · −100K sh | |
| 35 | PTC Therapeutics Inc COM | $698K | 10.3K | 0.7% | ▼−72% Reduced · −26K sh | |
| 36 | Gossamer Bio Inc COM | $269K | 820.0K | 0.3% | ▲New New position |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | PRAXIS PRECISION MEDICINES IPRAX | $6.6M | 21K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
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.