Trails Edge Capital Partners, LP 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
TE
Trails Edge Capital Partners, LP
Institutional Filer 7.85%$436.5M26

Current Portfolio Holdings

Showing all 26 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1PCVXVaxcyte, Inc.Healthcare662K$38.5M8.82%
2XENEXenon Pharmaceuticals Inc.Healthcare640K$37.2M8.53%
3DFTXDEFINIUM THERAPEUTICS INC1.7M$32.9M7.53%
4LBRXLB Pharmaceuticals Inc Common StockHealthcare1.3M$32.5M7.45%
5MIRMMirum Pharmaceuticals, Inc.Healthcare333K$30.8M7.05%
6NRIXNurix Therapeutics, Inc.Healthcare1.7M$27.0M6.19%
7RVMDRevolution Medicines, Inc.Healthcare245K$23.8M5.46%
8RCUSArcus Biosciences, Inc.Healthcare1.0M$22.6M5.19%
9IMCRImmunocore Holdings plcHealthcare683K$20.6M4.71%
10CYTKCytokinetics, IncorporatedHealthcare300K$19.8M4.53%
11SNDXSyndax Pharmaceuticals, Inc.Healthcare702K$16.4M3.76%
12NGNENeurogene Inc.Healthcare783K$15.8M3.62%
13IVAInventiva S.A.Healthcare2.7M$14.8M3.38%
14IKTInhibikase Therapeutics, Inc.Healthcare8.1M$13.5M3.10%
15FDMT4D Molecular Therapeutics, Inc.Healthcare1.3M$12.1M2.78%
Showing 1 to 15 of 26 holdings
Trails Edge Capital Partners, LP 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner