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Jones Hill Capital LP

First-quarter filer. This entity has filed one 13F so far (1 quarter). Position-level "NEW" / "SOLD" annotations and turnover comparisons require ≥2 quarters of history and will appear after the next filing. If this is a known corporate restructure (e.g. Vanguard Group → subsidiaries), prior history may live under a different CIK.
Q1 2026 · Filed 2026-05-14
Market Value
$466M
Holdings
26
New Purchases
26
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
73.1%
Turnover
100.0%

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $139M 29.8%
Mid Cap 9 $166M 35.6%
Small Cap 11 $149M 31.9%
Micro Cap 3 $13M 2.7%

Portfolio Analytics

Avg Market Cap
$8.4B
Median Market Cap
$1.9B
Avg P/E
31.8
Median P/E
32.0
Avg Dividend Yield
—%
Avg Beta
0.50
# Stocks
26
# ETFs / Funds
0

Top Holdings (26 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BMRN 15.36% 1,268,390 $72M $56.49
2 VRTX 10.40% 108,603 $48M $446.54
3 PCVX 8.03% 644,831 $37M $58.11
4 NUVL 6.61% 300,830 $31M $102.45
5 CAPR 5.93% 909,207 $28M $30.40
6 TERN 5.89% 521,237 $27M $52.72
7 BCAX 5.37% 1,260,136 $25M $19.89
8 ANIP 5.25% 318,591 $24M $76.90
9 RARE 5.23% 1,165,557 $24M $20.95
10 ELVN 4.98% 593,040 $23M $39.20
11 AMLX 4.76% 1,598,794 $22M $13.90
12 ARGX 4.07% 25,995 $19M $730.25
13 FULC 2.91% 1,771,926 $14M $7.67
14 VIR 2.30% 1,198,213 $11M $8.96
15 NUVB 2.19% 2,383,031 $10M $4.29
16 ORKA 1.48% 140,843 $7M $49.05
17 CTNM 1.44% 513,053 $7M $13.06
18 MANE 1.37% 100,843 $6M $63.15
19 TNXP 1.33% 452,116 $6M $13.75
20 GPCR 1.04% 100,593 $5M $48.20
21 TRDA 1.01% 374,010 $5M $12.62
22 PHVS 1.01% 167,014 $5M $28.25
23 TRVI 0.95% 370,175 $4M $11.93
24 RLMD 0.51% 342,752 $2M $6.96
25 SLN 0.34% 301,604 $2M $5.27
26 AVBP 0.23% 45,809 $1M $23.07

New Positions

SymbolValue% Port
BMRN $72M 15.36%
VRTX $48M 10.40%
PCVX $37M 8.03%
NUVL $31M 6.61%
CAPR $28M 5.93%
TERN $27M 5.89%
BCAX $25M 5.37%
ANIP $24M 5.25%
RARE $24M 5.23%
ELVN $23M 4.98%
AMLX $22M 4.76%
ARGX $19M 4.07%
FULC $14M 2.91%
VIR $11M 2.30%
NUVB $10M 2.19%
View SEC EDGAR Filings for Jones Hill Capital LP →

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