13F HOLDINGS REPORT
Fairmount Funds Management LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001104659-23-118043
Total Value
$831.2M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AXSOME THERAPEUTICS INC | AXSM | 2,341,238 | $163.6M | 19.69% |
| 2 | NUVALENT INC | NUVL | 2,451,819 | $112.7M | 13.56% |
| 3 | IMMUNOGEN INC | 45253H101 | 5,929,592 | $94.1M | 11.32% |
| 4 | APOGEE THERAPEUTICS INC | APGE | 2,941,176 | $62.6M | 7.54% |
| 5 | MERUS N V | N5749R100 | 1,881,345 | $44.4M | 5.34% |
| 6 | KINIKSA PHARMACEUTICALS LTD | KNSA | 2,474,561 | $43.0M | 5.17% |
| 7 | ARGENX SE | ARGX | 83,747 | $41.2M | 4.95% |
| 8 | COGENT BIOSCIENCES INC | COGT | 3,558,975 | $34.7M | 4.17% |
| 9 | SOLENO THERAPEUTICS INC | SLNO | 1,142,473 | $33.7M | 4.06% |
| 10 | ENLIVEN THERAPEUTICS INC | ELVN | 2,131,369 | $29.1M | 3.50% |
| 11 | IMMUNOVANT INC | IMVT | 750,000 | $28.8M | 3.46% |
| 12 | RAYZEBIO INC | 75525N107 | 1,221,904 | $27.1M | 3.26% |
| 13 | DIANTHUS THERAPEUTICS INC | DNTH | 1,928,503 | $26.4M | 3.17% |
| 14 | VIRIDIAN THERAPEUTICS INC | VRDN | 1,369,623 | $21.0M | 2.53% |
| 15 | TYRA BIOSCIENCES INC | TYRA | 1,393,329 | $19.2M | 2.31% |
| 16 | ASTRIA THERAPEUTICS INC | 04635X102 | 1,901,397 | $14.2M | 1.71% |
| 17 | TREVI THERAPEUTICS INC | TRVI | 5,163,287 | $11.3M | 1.35% |
| 18 | TERNS PHARMACEUTICALS INC | TERN | 2,040,000 | $10.3M | 1.23% |
| 19 | DBV TECHNOLOGIES SA | DBVTF | 6,781,150 | $9.2M | 1.11% |
| 20 | AEGLEA BIOTHERAPEUTICS INC | SYRE | 378,421 | $4.6M | 0.56% |