Jones Hill Capital LP holds a focused book of 29 stocks worth $470.4M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). Their largest long position is Biomarin Pharmaceutical Inc at 17% of the equity book. Cloning the disclosed picks since 2026 would be +17% (+72.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Jones Hill Capital LP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
98% 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.
Other tracked managers holding the same core names as Jones Hill Capital LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 29 / 29 | $8.6B |
| BlackRock, Inc. | 28 / 29 | $34.7B |
| STATE STREET CORP | 28 / 29 | $16.6B |
| MORGAN STANLEY | 28 / 29 | $5.5B |
| BANK OF AMERICA CORP /DE/ | 28 / 29 | $4.8B |
| GOLDMAN SACHS GROUP INC | 28 / 29 | $3.5B |
| UBS Group AG | 28 / 29 | $1.6B |
| BARCLAYS PLC | 28 / 29 | $1.2B |
Ranked by how many of Jones Hill Capital LP's top 29 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Biomarin Pharmaceutical Inc COM | $81.9M | 1.43M | 17.4% | ▲New New position | |
| 2 | Gilead Sciences Inc COM | $43.3M | 343.0K | 9.2% | ▲New New position | |
| 3 | Arcutis Biotherapeutics Inc COM | $28.6M | 1.09M | 6.1% | ▲New New position | |
| 4 | Madrigal Pharmaceuticals Inc COM | $28.2M | 52.5K | 6.0% | ▲New New position | |
| 5 | Bicara Therapeutics Inc COM | $26.5M | 892.6K | 5.6% | ▲New New position | |
| 6 | Relmada Therapeutics Inc COM | $25.3M | 3.66M | 5.4% | ▲New New position | |
| 7 | Trevi Therapeutics Inc COM | $25.0M | 1.34M | 5.3% | ▲New New position | |
| 8 | Pharvaris N V COM | $23.4M | 677.9K | 5.0% | ▲New New position | |
| 9 | Xenon Pharmaceuticals Inc COM | $22.2M | 367.9K | 4.7% | ▲New New position | |
| 10 | Ani Pharmaceuticals Inc COM | $19.4M | 233.8K | 4.1% | ▲New New position | |
| 11 | Immunocore Hldgs PLC ADS | $16.3M | 512.9K | 3.5% | ▲New New position | |
| 12 | Amylyx Pharmaceuticals Inc COM | $16.1M | 894.1K | 3.4% | ▲New New position | |
| 13 | Insmed Inc COM PAR $.01 | $13.0M | 122.4K | 2.8% | ▲New New position | |
| 14 | Nuvalent Inc COM | $12.2M | 98.4K | 2.6% | ▲New New position | |
| 15 | Capricor Therapeutics Inc COM NEW | $10.1M | 420.8K | 2.2% | ▲New New position | |
| 16 | Aclaris Therapeutics Inc COM | $9.3M | 1.76M | 2.0% | ▲New New position | |
| 17 | Immunic Inc COM NEW | $8.3M | 539.8K | 1.8% | ▲New New position | |
| 18 | Oric Pharmaceuticals Inc COM | $8.1M | 747.3K | 1.7% | ▲New New position | |
| 19 | Tonix Pharmaceuticals Hldg C COM NEW | $8.0M | 625.4K | 1.7% | ▲New New position | |
| 20 | Syndax Pharmaceuticals Inc COM | $7.4M | 340.0K | 1.6% | ▲New New position | |
| 21 | Olema Pharmaceuticals Inc COM | $7.2M | 574.2K | 1.5% | ▲New New position | |
| 22 | Vir Biotechnology Inc COM | $6.7M | 659.2K | 1.4% | ▲New New position | |
| 23 | Corbus Pharmaceuticals Hldgs COM NEW | $6.1M | 653.6K | 1.3% | ▲New New position | |
| 24 | Dianthus Therapeutics Inc COM | $5.6M | 57.1K | 1.2% | ▲New New position | |
| 25 | Vertex Pharmaceuticals Inc COM | $5.5M | 11.1K | 1.2% | ▲New New position | |
| 26 | Enliven Therapeutics Inc COM | $2.5M | 49.9K | 0.5% | ▲New New position | |
| 27 | Structure Therapeutics Inc SPONSORED ADS | $2.2M | 40.6K | 0.5% | ▲New New position | |
| 28 | Phathom Pharmaceuticals Inc COM | $1.8M | 161.5K | 0.4% | ▲New New position | |
| 29 | Achieve Life Science Inc COM | $175K | 26.8K | 0.0% | ▲New New position |
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2102314/holdings"
Use Arkolith to show Jones Hill Capital LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 29 | $470.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. The performance line is a simulation of the disclosed long book, not an audited return.