Patient Square Capital LP Portfolio Holdings

Patient Square Capital LP

  • $277 Billion
  • Q2 2025

Patient Square Capital LP has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $277 Billion distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Roivant Sciences Ltd. with a value of $141B, Insmed Inc with a value of $36.1B, Argenx Se with a value of $16B, Eye Point Pharmaceuticals, Inc. with a value of $12.7B, and Liquidia Corp with a value of $12.7B.

Examining the 13F form we can see an increase of $35.7B in the current position value, from $242B to 277B.

Patient Square Capital LP is based out at Menlo Park, CA

Below you can find more details about Patient Square Capital LP portfolio as well as his latest detailed transactions.

Portfolio value $277 Billion
Healthcare: $267 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.15B
$141 Billion 50.71% of portfolio
12,480,000
Q4 2024 Added 2.06%
$16.5B
$36.1 Billion 13.02% of portfolio
358,800
Q2 2025 Added 8.64%
$35.3B
$16 Billion 5.76% of portfolio
29,000
Q2 2025 New
$366M
$12.7 Billion 4.59% of portfolio
1,352,837
Q2 2025 Reduced 8.71%
$1.55B
$12.7 Billion 4.58% of portfolio
1,020,000
Q2 2025 Reduced 33.0%
$961M
$7.59 Billion 2.74% of portfolio
817,699
Q2 2025 Reduced 11.14%
$332M
$6.54 Billion 2.36% of portfolio
868,897
Q2 2025 Reduced 1.14%
$2.18B
$6.11 Billion 2.2% of portfolio
140,000
Q2 2025 Reduced 1.55%
$2.38B
$5.77 Billion 2.08% of portfolio
113,462
Q2 2025 Reduced 2.49%
$1.66B
$5.45 Billion 1.97% of portfolio
154,000
Q1 2025 Added 381.25%
Enliven Therapeutics, Inc.
-
$4.93 Billion 1.78% of portfolio
-
Q2 2025 Reduced 3.15%
$472M
$4.7 Billion 1.69% of portfolio
412,296
Q2 2025 Reduced 7.82%
$1.94B
$4.65 Billion 1.68% of portfolio
139,732
Q1 2025 Added 14.79%
$712M
$4.3 Billion 1.55% of portfolio
244,283
Q2 2025 Reduced 0.49%
Disc Medicine, Inc.
-
$3.92 Billion 1.41% of portfolio
-
Q2 2025 Reduced 10.84%
$148M
$2.98 Billion 1.07% of portfolio
2,635,000
Q2 2025 Added 11.27%
Cidara Therapeutics Inc
-
$731 Million 0.26% of portfolio
-
Q2 2025 New
Vyne Therapeutics Inc.
-
$523 Million 0.19% of portfolio
-
Q2 2025 Added 23.34%

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $277 Billion
  • Prior Value $242 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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