Patient Square Capital LP holds a concentrated book of 23 stocks worth $645.5M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Revolution Medicines Inc and trimmed Roivant Sciences Ltd. Their largest long position is Roivant Sciences Ltd at 44% of the equity book.
Top-heavy: concentrated 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
Other tracked managers holding the same core names as Patient Square Capital LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 41 / 23 | $9.5B |
| UBS Group AG | 41 / 23 | $4.5B |
| GEODE CAPITAL MANAGEMENT, LLC | 40 / 23 | $12.1B |
| JPMORGAN CHASE & CO | 40 / 23 | $10.8B |
| GOLDMAN SACHS GROUP INC | 40 / 23 | $4.3B |
| BANK OF AMERICA CORP /DE/ | 39 / 23 | $5.4B |
| Ken Griffin | 39 / 23 | $2.7B |
| ROYAL BANK OF CANADA | 39 / 23 | $1.8B |
Ranked by how many of Patient Square Capital LP's top 23 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 | Roivant Sciences Ltd SHS | $283.9M | 8.02M | 44.0% | ▼−1.8% Reduced · −145K sh | |
| 2 | Revolution Medicines Inc COM | $51.7M | 276.0K | 8.0% | ▲New New position | |
| 3 | Mirum Pharmaceuticals Inc COM | $30.5M | 260.5K | 4.7% | ▲+13% Added · +31K sh | |
| 4 | Abivax Sa SPONSORED ADS | $27.5M | 206.5K | 4.3% | ▲+70% Added · +85K sh | |
| 5 | Beone Medicines Ltd SPONSORED ADS | $25.7M | 90.0K | 4.0% | ▲+12% Added · +9K sh | |
| 6 | Pharvaris N V COM | $23.2M | 671.2K | 3.6% | ▲+36% Added · +178K sh | |
| 7 | Argenx SE SPONSORED ADR | $21.3M | 23.0K | 3.3% | ▼−37% Reduced · −14K sh | |
| 8 | United Therapeutics Corp Del COM | $20.1M | 37.1K | 3.1% | ▲New New position | |
| 9 | Belite Bio Inc SPONSORED ADS | $16.9M | 110.0K | 2.6% | ▼−5.7% Reduced · −7K sh | |
| 10 | Cogent Biosciences Inc COM | $16.4M | 425.0K | 2.5% | ▼−29% Reduced · −171K sh | |
| 11 | DBV Technologies S A SPONSORED ADS | $14.9M | 909.5K | 2.3% | ▲+31% Added · +216K sh | |
| 12 | Xenon Pharmaceuticals Inc COM | $13.3M | 220.0K | 2.1% | ▼−3.1% Reduced · −7K sh | |
| 13 | Biontech SE SPONSORED ADS | $12.5M | 134.4K | 1.9% | ▲New New position | |
| 14 | Arcus Biosciences Inc COM | $11.0M | 355.8K | 1.7% | ▲+82% Added · +161K sh | |
| 15 | Enliven Therapeutics Inc COM | $10.8M | 212.5K | 1.7% | ▲+6.3% Added · +13K sh | |
| 16 | Dianthus Therapeutics Inc COM | $10.5M | 108.0K | 1.6% | ▲+15% Added · +14K sh | |
| 17 | Allogene Therapeutics Inc COM | $10.5M | 5.05M | 1.6% | ▲+46% Added · +1.6M sh | |
| 18 | Eyepoint Inc COM NEW | $10.3M | 720.0K | 1.6% | ▼−9.4% Reduced · −75K sh | |
| 19 | Arcutis Biotherapeutics Inc COM | $9.7M | 370.0K | 1.5% | ▼−7.6% Reduced · −31K sh | |
| 20 | C4 Therapeutics Inc COM STK | $7.5M | 1.61M | 1.2% | ▲New New position | |
| 21 | Inventiva Sa ADS | $7.4M | 1.97M | 1.2% | ▲New New position | |
| 22 | Kymera Therapeutics Inc COM | $5.4M | 47.5K | 0.8% | ▼−53% Reduced · −53K sh | |
| 23 | Faeth Therapeutics Inc COM NEW | $4.4M | 175.1K | 0.7% | ▲New New position |
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.
As-of date vs the date the SEC received each filing
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. Price-derived performance is withheld until the price-source policy and freshness gate are green.