13FBOX
Trails Edge Capital Partners, LP · 13F Holdings
Options Calculator Rankings

Trails Edge Capital Partners, LP

No.3683 Data as of 2026Q2
Latest AUM (Q2 2026)
$629.9M
QoQ Change Q1 2026
+$193.4M+44.3%
Holdings
35
New Buys
13
Adds
10
Reduces
8
Exits
4
Unchanged
4
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LLB PHARMACEUTICALS INCLBRX
7.85%7.45%$49.4M1.5M$32.5M1.3M+203,660+15.44%Add
NURIX THERAPEUTICS INCNRIX
6.06%6.19%$38.2M1.6M$27.0M1.7M-170,000-9.75%Reduce
IIMMUNOCORE HLDGS PLCIMCR
5.36%4.71%$33.8M1.1M$20.6M682,597+380,637+55.76%Add
FFIRST TRACKS BIOTHERAPEUTICSTRAX
4.84%$30.5M1.5M$00+1.5MNew Buy
4D MOLECULAR THERAPEUTICS INFDMT
4.7%2.78%$29.6M2.2M$12.1M1.3M+925,000+70.99%Add
BIOMARIN PHARMACEUTICAL INCBMRN
4.65%$29.3M512,000$00+512,000New Buy
DESIGN THERAPEUTICS INC COMDSGN
4.6%2.08%$29.0M2.0M$9.1M852,013+1.1M+134.89%Add
XENON PHARMACEUTICALS INCXENE
4.22%8.53%$26.6M440,000$37.2M640,000-200,000-31.25%Reduce
MMIRUM PHARMACEUTICALS INCMIRM
4.15%7.05%$26.1M223,312$30.8M333,312-110,000-33.00%Reduce
INSMED INCINSM
3.9%$24.6M230,331$00+230,331New Buy
CYTOKINETICS INCCYTK
3.9%4.53%$24.5M288,089$19.8M300,000-11,911-3.97%Reduce
SYNDAX PHARMACEUTICALS INCSNDX
3.85%3.76%$24.3M1.1M$16.4M701,821+408,179+58.16%Add
NNEUROGENE INC COMNGNE
3.57%3.62%$22.5M714,885$15.8M782,787-67,902-8.67%Reduce
KKAILERA THERAPEUTICS INCKLRA
3.44%$21.7M984,786$00+984,786New Buy
RREVOLUTION MEDICINES INC COMRVMD
3.44%5.46%$21.7M115,750$23.8M245,000-129,250-52.76%Reduce
IINHIBIKASE THERAPEUTICS INC COM NEWIKT
2.92%3.1%$18.4M9.1M$13.5M8.1M+993,973+12.34%Add
INCYTE CORPINCY
2.79%$17.6M155,000$00+155,000New Buy
AVALO THERAPEUTICSAVTX
2.62%$16.5M891,881$00+891,881New Buy
MMOONLAKE IMMUNOTHERAPEUTICSMLTX
2.32%$14.6M750,000$00+750,000New Buy
FFAETH THERAPEUTICS INCFTH
2.05%0.9%$12.9M515,335$3.9M125,000+390,335+312.27%Add
XX4 Pharmaceuticals IncXFOR
1.91%2.43%$12.0M2.6M$10.6M2.6M00.00%Unchanged
OOPUS GENETICS INCIRD
1.79%0.52%$11.3M2.7M$2.3M500,000+2.2M+448.73%Add
SSOL-GEL TECHNOLOGIES LTDSLGL
1.64%1.55%$10.3M139,445$6.8M85,496+53,949+63.10%Add
AAURA BIOSCIENCES INCAURA
1.63%$10.2M1.4M$00+1.4MNew Buy
CCENTURY THERAPEUTICS INC COMIPSC
1.61%1.27%$10.1M4.1M$5.5M2.4M+1.7M+68.77%Add
IINVENTIVA SAIVA
1.6%3.38%$10.0M2.7M$14.8M2.7M00.00%Unchanged
CCAMP4 THERAPEUTICS CORPCAMP
1.34%1.96%$8.4M1.9M$8.6M1.9M-6,626-0.34%Reduce
ALTIMMUNE INCALT
1.28%$8.1M2.7M$00+2.7MNew Buy
MMINERVA NEUROSCIENCES INCNERV
1.25%1.96%$7.9M1.4M$8.5M1.4M00.00%Unchanged
PPROMIS NEUROSCIENCES INCPMN
1.16%1.62%$7.3M557,103$7.1M557,10300.00%Unchanged
OONKURE THERAPEUTICS INCOKUR
1.04%$6.6M1.4M$00+1.4MNew Buy
FFORTE BIOSCIENCES INCFBRX
0.92%$5.8M273,181$00+273,181New Buy
RRESEARCH ALLIANCE CORP III
0.85%$5.4M500,000$00+500,000New Buy
VVTV THERAPEUTICS INCVTVT
0.51%1.27%$3.2M85,192$5.5M139,578-54,386-38.96%Reduce
IIMAGENEBIO INCIMA
0.26%$1.7M282,004$00+282,004New Buy

🧭 Institutional Sector Flow Heatmap

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