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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 BCAX BICARA THERAPEUTICS INC Healthcare 892,621.0 $26.5M 5.63% -368K -29.2% $29.69 -17.2%
2 ANIP ANI PHARMACEUTICALS INC Healthcare 233,808.0 $19.4M 4.12% -85K -26.6% $82.78 -8.6%
3 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 894,058.0 $16.1M 3.41% -705K -44.1% $17.96 +108.6%
4 NUVL NUVALENT INC Healthcare 98,442.0 $12.2M 2.58% -202K -67.3% $123.50 +0.4%
5 CAPR CAPRICOR THERAPEUTICS INC Healthcare 420,751.0 $10.1M 2.15% -488K -53.7% $24.08 -65.6%
6 VIR VIR BIOTECHNOLOGY INC Healthcare 659,213.0 $6.7M 1.43% -539K -45.0% $10.19 +5.1%
7 VRTX VERTEX PHARMACEUTICALS INC Healthcare 11,123.0 $5.5M 1.18% -97K -89.8% $496.73 +11.3%
8 ELVN ENLIVEN THERAPEUTICS INC Healthcare 49,850.0 $2.5M 0.54% -543K -91.6% $50.75 +20.2%
9 GPCR STRUCTURE THERAPEUTICS INC Healthcare 40,567.0 $2.2M 0.46% -60K -59.7% $53.67 -7.0%

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%