GuruTrack

Exome Asset Management LLC

13F filer · CIK 2011932 · New York, NY

Summary
Exome Asset Management LLC reported $162.10M across 52 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are GH (6.2%), PRAX (5.6%), TGTX (5.6%). Versus 2026 Q1, leaving options aside, it opened 15 new positions, added to 1, trimmed 32 and sold out of 8.
Reported value$162.10M
Positions52
Report period2026 Q2
FiledAug 14, 2026
New positions15
Added1
Trimmed32
Sold out8

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 6.2%Value $10.13MPrice $177.73Shares 68K -18.42%Since Jun 30 +18.46%
Weight 5.6%Value $9.11MPrice $281.00Shares 27K -40.17%Since Jun 30 -16.07%
Weight 5.6%Value $9.06MPrice $56.19Shares 165KSince Jun 30 +2.28%
Weight 5.0%Value $8.15MPrice $31.66Shares 211K -24.42%Since Jun 30 -18.19%
Weight 4.3%Value $6.99MPrice $45.89Shares 88K -19.89%Since Jun 30 -42.12%
Weight 4.1%Value $6.59MPrice $1185Shares 5,492 -21.68%Since Jun 30 -1.23%
Weight 3.9%Value $6.25MPrice $98.50Shares 47KSince Jun 30 -26.08%
Weight 3.5%Value $5.75MPrice $7.29Shares 204K -26.78%Since Jun 30 -74.09%
Weight 3.2%Value $5.12MPrice $65.64Shares 60K -42.10%Since Jun 30 -22.95%
Weight 3.1%Value $5.09MPrice $46.51Shares 100K -54.47%Since Jun 30 -8.35%
Weight 2.6%Value $4.17MPrice $32.38Shares 97K -15.41%Since Jun 30 -24.55%
Weight 2.5%Value $4.00MPrice $374.94Shares 9,612 -25.27%Since Jun 30 -9.79%
Weight 2.4%Value $3.93MPrice $90.04Shares 103K -33.44%Since Jun 30 +134.85%
Weight 2.3%Value $3.75MPrice $414.52Shares 14K -26.01%Since Jun 30 +52.71%
Weight 2.3%Value $3.73MPrice $24.51Shares 81KSince Jun 30 -46.79%
Weight 2.2%Value $3.58MPrice $95.71Shares 32K -20.63%Since Jun 30 -13.80%
Weight 2.1%Value $3.42MPrice $27.02Shares 115K +29.58%Since Jun 30 -9.45%
Weight 2.0%Value $3.32MPrice $11.74Shares 137K -23.61%Since Jun 30 -51.49%
Weight 2.0%Value $3.24MPrice $11.45Shares 166K -22.70%Since Jun 30 -41.19%
Weight 2.0%Value $3.21MPrice $40.80Shares 61K -27.07%Since Jun 30 -22.13%
Weight 1.9%Value $3.13MPrice $70.69Shares 39K -14.35%Since Jun 30 -11.34%
Weight 1.8%Value $2.93MPrice $481.47Shares 5,410 -23.30%Since Jun 30 -11.14%
Weight 1.7%Value $2.78MPrice $158.55Shares 20K -4.85%Since Jun 30 +13.44%
Weight 1.6%Value $2.63MPrice $66.25Shares 32K -29.54%Since Jun 30 -18.72%
Weight 1.6%Value $2.62MPrice $33.30Shares 71K -43.63%Since Jun 30 -10.27%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

ABVXABVXABIVAX SA≈ $6.25MNew
QUREQUREUNIQURE NV≈ $3.73MNew
AZNAZNASTRAZENECA PLC≈ $2.25MNew

Largest sells in 2026 Q2

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR