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Portfolio (Quarterly) Guide ↗

Jones Hill Capital LP

· CIK 0002102314
13F Portfolio $470M AUM 29 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 5 Added 9 Reduced 12 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 1,431,590.0 $81.9M 17.42% +163K +12.9% $57.22 +13.7%
2 RLMD RELMADA THERAPEUTICS INC Healthcare 3,655,075.0 $25.3M 5.38% +3.3M +966.4% $6.92 -33.8%
3 TRVI TREVI THERAPEUTICS INC Healthcare 1,339,212.0 $25.0M 5.31% +969K +261.8% $18.65 -3.1%
4 PHVS PHARVARIS N V Healthcare 677,879.0 $23.4M 4.98% +511K +305.9% $34.58 +7.9%
5 TNXP TONIX PHARMACEUTICALS HLDG C Healthcare 625,428.0 $8.0M 1.70% +173K +38.3% $12.76 -2.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 100.0%