Jones Hill Capital LP

13F filer · CIK 2102314 · New York, NY

Summary

Jones Hill Capital LP reported $470.36M across 29 positions in its 13F for 2026 Q2, filed Aug 13, 2026. The largest holdings are BMRN (17.4%), GILD (9.2%), ARQT (6.1%). Versus 2026 Q1, leaving options aside, it opened 15 new positions, added to 5, trimmed 9 and sold out of 12.

Reported value$470.36M

Positions29

Report period2026 Q2

FiledAug 13, 2026

New positions15

Added5

Trimmed9

Sold out12

Top 25 holdings

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

BMRNBIOMARIN PHARMACEUTICAL INCAdd

Weight 17.4%Value $81.92MPrice $59.87Shares 1.43M +12.87%Since Jun 30 +4.63%

GILDGILEAD SCIENCES INCNew

Weight 9.2%Value $43.34MPrice $152.21Shares 343KSince Jun 30 +20.48%

ARQTARCUTIS BIOTHERAPEUTICS INCNew

Weight 6.1%Value $28.57MPrice $26.75Shares 1.09MSince Jun 30 +2.02%

MDGLMADRIGAL PHARMACEUTICALS INCNew

Weight 6.0%Value $28.21MPrice $517.04Shares 53KSince Jun 30 -3.71%

BCAXBICARA THERAPEUTICS INCTrim

Weight 5.6%Value $26.50MPrice $18.56Shares 893K -29.16%Since Jun 30 -37.49%

RLMDRELMADA THERAPEUTICS INCAdd

Weight 5.4%Value $25.29MPrice $3.79Shares 3.66M +966.39%Since Jun 30 -45.23%

TRVITREVI THERAPEUTICS INCAdd

Weight 5.3%Value $24.98MPrice $14.40Shares 1.34M +261.78%Since Jun 30 -22.79%

PHVSPHARVARIS N VAdd

Weight 5.0%Value $23.44MPrice $31.91Shares 678K +305.88%Since Jun 30 -7.72%

XENEXENON PHARMACEUTICALS INCNew

Weight 4.7%Value $22.21MPrice $36.72Shares 368KSince Jun 30 -39.17%

ANIPANI PHARMACEUTICALS INCTrim

Weight 4.1%Value $19.35MPrice $72.62Shares 234K -26.61%Since Jun 30 -12.27%

IMCRIMMUNOCORE HLDGS PLCNew

Weight 3.5%Value $16.28MPrice $30.64Shares 513KSince Jun 30 -3.50%

AMLXAMYLYX PHARMACEUTICALS INCTrim

Weight 3.4%Value $16.06MPrice $29.28Shares 894K -44.08%Since Jun 30 +63.03%

INSMINSMED INCNew

Weight 2.8%Value $13.05MPrice $117.67Shares 122KSince Jun 30 +10.36%

NUVLNUVALENT INCTrim

Weight 2.6%Value $12.16MPrice $123.96Shares 98K -67.28%Since Jun 30 +0.37%

CAPRCAPRICOR THERAPEUTICS INCTrim

Weight 2.2%Value $10.13MPrice $8.57Shares 421K -53.72%Since Jun 30 -64.41%

ACRSACLARIS THERAPEUTICS INCNew

Weight 2.0%Value $9.31MPrice $5.28Shares 1.76MSince Jun 30 -0.19%

IMUXIMMUNIC INCNew

Weight 1.8%Value $8.30MPrice $9.51Shares 540KSince Jun 30 -38.13%

ORICORIC PHARMACEUTICALS INCNew

Weight 1.7%Value $8.09MPrice $13.27Shares 747KSince Jun 30 +22.53%

TNXPTONIX PHARMACEUTICALS HLDG CAdd

Weight 1.7%Value $7.98MPrice $9.90Shares 625K +38.33%Since Jun 30 -22.41%

SNDXSYNDAX PHARMACEUTICALS INCNew

Weight 1.6%Value $7.43MPrice $17.86Shares 340KSince Jun 30 -18.30%

OLMAOLEMA PHARMACEUTICALS INCNew

Weight 1.5%Value $7.18MPrice $8.61Shares 574KSince Jun 30 -31.18%

VIRVIR BIOTECHNOLOGY INCTrim

Weight 1.4%Value $6.72MPrice $10.51Shares 659K -44.98%Since Jun 30 +3.14%

CRBPCORBUS PHARMACEUTICALS HLDGSNew

Weight 1.3%Value $6.13MPrice $6.92Shares 654KSince Jun 30 -26.23%

DNTHDIANTHUS THERAPEUTICS INCNew

Weight 1.2%Value $5.57MPrice $87.83Shares 57KSince Jun 30 -9.90%

VRTXVERTEX PHARMACEUTICALS INCTrim

Weight 1.2%Value $5.53MPrice $527.67Shares 11K -89.76%Since Jun 30 +6.23%

Stock	Weight	Value	Price	Shares	Since Jun 30	Shares change	Action
BMRNBIOMARIN PHARMACEUTICAL INC	17.4%	$81.92M	$59.87	1.43M	+4.63%	+12.87%	Add
GILDGILEAD SCIENCES INC	9.2%	$43.34M	$152.21	343K	+20.48%	—	New
ARQTARCUTIS BIOTHERAPEUTICS INC	6.1%	$28.57M	$26.75	1.09M	+2.02%	—	New
MDGLMADRIGAL PHARMACEUTICALS INC	6.0%	$28.21M	$517.04	53K	-3.71%	—	New
BCAXBICARA THERAPEUTICS INC	5.6%	$26.50M	$18.56	893K	-37.49%	-29.16%	Trim
RLMDRELMADA THERAPEUTICS INC	5.4%	$25.29M	$3.79	3.66M	-45.23%	+966.39%	Add
TRVITREVI THERAPEUTICS INC	5.3%	$24.98M	$14.40	1.34M	-22.79%	+261.78%	Add
PHVSPHARVARIS N V	5.0%	$23.44M	$31.91	678K	-7.72%	+305.88%	Add
XENEXENON PHARMACEUTICALS INC	4.7%	$22.21M	$36.72	368K	-39.17%	—	New
ANIPANI PHARMACEUTICALS INC	4.1%	$19.35M	$72.62	234K	-12.27%	-26.61%	Trim
IMCRIMMUNOCORE HLDGS PLC	3.5%	$16.28M	$30.64	513K	-3.50%	—	New
AMLXAMYLYX PHARMACEUTICALS INC	3.4%	$16.06M	$29.28	894K	+63.03%	-44.08%	Trim
INSMINSMED INC	2.8%	$13.05M	$117.67	122K	+10.36%	—	New
NUVLNUVALENT INC	2.6%	$12.16M	$123.96	98K	+0.37%	-67.28%	Trim
CAPRCAPRICOR THERAPEUTICS INC	2.2%	$10.13M	$8.57	421K	-64.41%	-53.72%	Trim
ACRSACLARIS THERAPEUTICS INC	2.0%	$9.31M	$5.28	1.76M	-0.19%	—	New
IMUXIMMUNIC INC	1.8%	$8.30M	$9.51	540K	-38.13%	—	New
ORICORIC PHARMACEUTICALS INC	1.7%	$8.09M	$13.27	747K	+22.53%	—	New
TNXPTONIX PHARMACEUTICALS HLDG C	1.7%	$7.98M	$9.90	625K	-22.41%	+38.33%	Add
SNDXSYNDAX PHARMACEUTICALS INC	1.6%	$7.43M	$17.86	340K	-18.30%	—	New
OLMAOLEMA PHARMACEUTICALS INC	1.5%	$7.18M	$8.61	574K	-31.18%	—	New
VIRVIR BIOTECHNOLOGY INC	1.4%	$6.72M	$10.51	659K	+3.14%	-44.98%	Trim
CRBPCORBUS PHARMACEUTICALS HLDGS	1.3%	$6.13M	$6.92	654K	-26.23%	—	New
DNTHDIANTHUS THERAPEUTICS INC	1.2%	$5.57M	$87.83	57K	-9.90%	—	New
VRTXVERTEX PHARMACEUTICALS INC	1.2%	$5.53M	$527.67	11K	+6.23%	-89.76%	Trim

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

GILDGILEAD SCIENCES INC≈ $43.34MNew

ARQTARCUTIS BIOTHERAPEUTICS INC≈ $28.57MNew

MDGLMADRIGAL PHARMACEUTICALS INC≈ $28.21MNew

RLMDRELMADA THERAPEUTICS INC≈ $22.92MAdd

XENEXENON PHARMACEUTICALS INC≈ $22.21MNew

Largest sells in 2026 Q2

VRTXVERTEX PHARMACEUTICALS INC≈ $43.53MTrim

PCVXVAXCYTE INC≈ $37.47MSold

TERNTERNS PHARMACEUTICALS INC≈ $27.48MSold

RAREULTRAGENYX PHARMACEUTICAL IN≈ $24.42MSold

ELVNENLIVEN THERAPEUTICS INC≈ $21.29MTrim

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