Patient Square Capital LP holds a focused book of 29 stocks worth $563.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Belite Bio Inc - ADR and trimmed Insmed Inc. Their largest long position is Roivant Sciences Ltd at 40% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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/1819257/holdings"
Use Arkolith to show Patient Square Capital 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.
100% 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 | Roivant Sciences Ltd SHS | $226.2M | 8.17M | 40.1% | —Held | |
| 2 | Argenx SE SPONSORED ADR | $26.8M | 36.7K | 4.8% | ▲+41% Added · +11K sh | |
| 3 | Insmed Inc COM PAR $.01 | $25.8M | 157.5K | 4.6% | ▼−41% Reduced · −110K sh | |
| 4 | Beone Medicines Ltd SPONSORED ADS | $23.9M | 80.5K | 4.2% | ▲+16% Added · +11K sh | |
| 5 | Cogent Biosciences Inc COM | $22.9M | 596.0K | 4.1% | ▲+88% Added · +279K sh | |
| 6 | Mirum Pharmaceuticals Inc COM | $21.2M | 230.0K | 3.8% | ▼−23% Reduced · −69K sh | |
| 7 | Belite Bio Inc SPONSORED ADS | $18.6M | 116.7K | 3.3% | ▲New New position | |
| 8 | Legend Biotech Corp SPONSORED ADS | $17.9M | 990.0K | 3.2% | ▲New New position | |
| 9 | Nektar Therapeutics COM NEW | $15.1M | 210.0K | 2.7% | ▲New New position | |
| 10 | DBV Technologies S A SPONSORED ADS | $14.5M | 693.5K | 2.6% | ▲+93% Added · +334K sh | |
| 11 | Pharvaris N V COM | $13.9M | 493.0K | 2.5% | ▼−9.2% Reduced · −50K sh | |
| 12 | Abivax Sa SPONSORED ADS | $13.5M | 121.2K | 2.4% | ▼−6.7% Reduced · −9K sh | |
| 13 | Xenon Pharmaceuticals Inc COM | $13.2M | 227.0K | 2.3% | ▲+66% Added · +91K sh | |
| 14 | Celcuity Inc COM | $10.8M | 95.0K | 1.9% | ▼−21% Reduced · −25K sh | |
| 15 | Eyepoint Inc COM NEW | $10.2M | 795.0K | 1.8% | ▲+1.9% Added · +15K sh | |
| 16 | Merck & Co Inc COM | $9.6M | 80.0K | 1.7% | ▲New New position | |
| 17 | Arcutis Biotherapeutics Inc COM | $9.4M | 400.6K | 1.7% | ▲+91% Added · +191K sh | |
| 18 | Allogene Therapeutics Inc COM | $8.4M | 3.45M | 1.5% | ▼−30% Reduced · −1.5M sh | |
| 19 | Kymera Therapeutics Inc COM | $8.3M | 100.0K | 1.5% | ▼−28% Reduced · −39K sh | |
| 20 | Dianthus Therapeutics Inc COM | $7.9M | 93.9K | 1.4% | ▼−37% Reduced · −56K sh | |
| 21 | Enliven Therapeutics Inc COM | $7.8M | 200.0K | 1.4% | ▼−35% Reduced · −108K sh | |
| 22 | Perspective Therapeutics Inc COM NEW | $6.8M | 1.63M | 1.2% | ▲+43% Added · +492K sh | |
| 23 | Definium Therapeutics Inc COM SHS | $6.3M | 331.0K | 1.1% | ▲New New position | |
| 24 | Harrow Inc COM | $5.8M | 165.2K | 1.0% | ▲23× Added · +158K sh | |
| 25 | Protara Therapeutics Inc COM STK | $5.4M | 1.03M | 1.0% | ▲New New position | |
| 26 | Cytomx Therapeutics Inc. COM | $5.1M | 1.09M | 0.9% | ▲New New position | |
| 27 | Arcus Biosciences Inc COM | $4.2M | 195.0K | 0.7% | ▲+15% Added · +25K sh | |
| 28 | Assembly Biosciences Inc COM NEW | $3.8M | 136.3K | 0.7% | ▲+7.3% Added · +9K sh | |
| 29 | Spyre Therapeutics Inc COM NEW | $50K | 1.0K | 0.0% | ▼−99% Reduced · −149K sh |
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.