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Aisling Capital Management LP

489 5TH AVE, 10TH FLOOR, NEW YORK, NY 10017 • 212-651-6380

Q3 2025 · Filed 2025-11-12
Market Value
$456M
+27.0%
Holdings
14
+2
New Purchases
2
Added To
2
Closed
1
Reduced
0
Top 10 Concentration
99.4%
Turnover
21.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BBOT 1.43% 0.00% +1.43% $7M
NUVB 2.40% 1.38% +1.02% $11M
SNDX 4.44% 3.43% +1.01% $20M
SRRK 0.63% 0.00% +0.63% $3M
CMPS 1.51% 0.93% +0.57% $7M
GLUE 2.39% 1.85% +0.54% $11M
BCAX 1.97% 1.47% +0.50% $9M
CALC 0.35% 0.23% +0.12% $2M
ACRS 0.18% 0.17% +0.01% $825K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BBIO 69.34% 72.95% -3.61% $316M
VRNA 14.40% 16.20% -1.81% $66M
ELEV 0.00% 0.29% -0.29% $0
BMEA 0.91% 1.03% -0.12% $4M
OKUR 0.05% 0.06% -0.01% $244K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Healthcare 98.1%
Financial Services 1.9%

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $382M 83.7%
Mid Cap 1 $3M 0.6%
Small Cap 7 $65M 14.3%
Micro Cap 4 $6M 1.3%

Portfolio Analytics

Avg Market Cap
$7.2B
Median Market Cap
$1.2B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.75
# Stocks
14
# ETFs / Funds
0

Top Holdings (14 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BBIO 69.34% 6,089,611 $316M $51.94 $54M +21,486 +0.3%
2 VRNA 14.40% 615,352 $66M $106.71 $7M
3 SNDX 4.44% 1,316,806 $20M $15.39 $8M
4 NUVB 2.40% 2,960,659 $11M $3.70 $6M +419,650 +16.5%
5 GLUE 2.39% 1,472,331 $11M $7.41 $4M
6 BCAX 1.97% 568,919 $9M $15.79 $4M
7 CMPS 1.51% 1,198,418 $7M $5.73 $4M
8 BBOT 1.43% 564,625 $7M $11.58 +564,625 NEW
9 BMEA 0.91% 2,048,757 $4M $2.02 $451K
10 SRRK 0.63% 77,031 $3M $37.24 +77,031 NEW
11 CALC 0.35% 521,114 $2M $3.08 $769K
12 ACRS 0.18% 434,455 $825K $1.90 $209K
13 OKUR 0.05% 88,607 $244K $2.75 $32K
14 ELEV —% -$1M -2,834,910 -100.0% SOLD

New Positions

SymbolValue% Port
BBOT $7M 1.43%
SRRK $3M 0.63%

Sold Out Positions

SymbolValue% Port
ELEV —%
View SEC EDGAR Filings for Aisling Capital Management LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms