— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Fairmount Funds Management LLC

Q4 2025 · Filed 2026-02-17
Market Value
$1.1B
+12.8%
Holdings
13
-1
New Purchases
0
Added To
3
Closed
4
Reduced
1
Top 10 Concentration
100.0%
Turnover
30.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
COGT 30.33% 13.83% +16.50% $320M
SYRE 12.48% 7.20% +5.28% $132M
JBIO 6.66% 2.97% +3.69% $70M
VRDN 11.55% 7.99% +3.57% $122M
ZBIO 7.61% 4.50% +3.11% $80M
ORKA 10.65% 7.62% +3.03% $112M
NUVL 6.94% 6.73% +0.21% $73M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AXSM 0.00% 10.59% -10.59% $0
SRRK 0.00% 7.27% -7.27% $0
ABVX 0.00% 6.48% -6.48% $0
DNTH 8.35% 13.92% -5.57% $88M
ATXS 0.00% 2.77% -2.77% $0
ELVN 5.42% 8.13% -2.71% $57M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $0 0.0%
Mid Cap 8 $782M 74.2%
Small Cap 4 $272M 25.8%

Portfolio Analytics

Avg Market Cap
$4.3B
Median Market Cap
$3.6B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.60
# Stocks
13
# ETFs / Funds
0

Top Holdings (13 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 COGT 30.33% 9,003,418 $320M $35.52 $191M
2 SYRE 12.48% 4,018,101 $132M $32.76 $64M
3 VRDN 11.55% 3,914,458 $122M $31.12 $47M +454,545 +13.1%
4 ORKA 10.65% 3,705,262 $112M $30.31 $41M
5 DNTH 8.35% 2,137,191 $88M $41.21 -$42M -1,170,000 -35.4%
6 ZBIO 7.61% 2,209,025 $80M $36.31 $38M +316,219 +16.7%
7 NUVL 6.94% 727,563 $73M $100.59 $10M
8 JBIO 6.66% 4,553,494 $70M $15.43 $42M +1,333,126 +41.4%
9 ELVN 5.42% 3,711,444 $57M $15.40 -$19M
10 AXSM —% -$99M -815,176 -100.0% SOLD
11 ABVX —% -$61M -713,434 -100.0% SOLD
12 ATXS —% -$26M -3,554,129 -100.0% SOLD
13 SRRK —% -$68M -1,824,031 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
AXSM —%
ABVX —%
SRRK —%
ATXS —%
View SEC EDGAR Filings for Fairmount Funds Management LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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