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FFM
Fairmount Funds Management Portfolio holdings
AUM
$1.38B
1-Year Est. Return
407.79%
This Fund
S&P 500
This Quarter
Est. Return
+4.27%
1 Year Est. Return
+407.79%
3 Year Est. Return
+2,937.62%
5 Year Est. Return
+5,415.3%
10 Year Est. Return
–
AUM
$772M
AUM Growth
+$127M
(+20%)
Cap. Flow
+$176M
Cap. Flow
% of AUM
22.82%
Top 10 Holdings %
Top 10 Hldgs %
80.5%
Holding
18
New
3
Increased
5
Reduced
–
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JBIO
Jade Biosciences
JBIO
|
+$110M |
| 2 |
CBIO
Crescent Biopharma
CBIO
|
+$29.4M |
| 3 |
Kiniksa Pharmaceuticals
KNSA
|
+$17.1M |
| 4 |
Scholar Rock
SRRK
|
+$14.1M |
| 5 |
Enliven Therapeutics
ELVN
|
+$9.63M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BCAX
Bicara Therapeutics
BCAX
|
+$10.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apogee Therapeutics
APGE
$10.2B
| $89M | 11.53% |
2,048,647
| – | – |
|
2
Axsome Therapeutics
AXSM
$12.3B
| $85.1M | 11.02% |
815,176
| – | – |
|
|
3
Enliven Therapeutics
ELVN
$3.77B
| $74.5M | 9.65% |
3,711,444
+508,646
| +16% | +$9.63M |
|
|
4
Scholar Rock
SRRK
$5.86B
| $64.6M | 8.37% |
1,824,031
+450,000
| +33% | +$14.1M |
|
5
Spyre Therapeutics
SYRE
$8.69B
| $60.2M | 7.79% |
4,018,101
| – | – |
|
|
NUVL
6
DELISTED
Nuvalent
NUVL
| $55.5M | 7.19% |
727,563
| – | – |
|
7
Dianthus Therapeutics
DNTH
$5.71B
| $50.4M | 6.53% |
2,707,191
+6,500
| +0.2% | +$122K |
|
|
8
Kiniksa Pharmaceuticals
KNSA
$4.89B
| $49.1M | 6.36% |
1,772,839
+670,591
| +61% | +$17.1M |
|
9
Viridian Therapeutics
VRDN
$2.18B
| $48.4M | 6.27% |
3,459,913
+14,100
| +0.4% | +$191K |
|
10
Cogent Biosciences
COGT
$6.91B
| $44.7M | 5.79% |
6,225,641
| – | – |
|
|
ORKA
11
Oruka Therapeutics
ORKA
$5.44B
| $37.8M | 4.9% |
3,371,922
| – | – |
|
|
JBIO
12
Jade Biosciences
JBIO
$1.21B
| $32.2M | 4.17% |
+3,220,368
| New | +$110M |
|
|
CBIO
13
Crescent Biopharma
CBIO
$626M
| $22.4M | 2.9% |
+1,387,866
| New | +$29.4M |
|
|
ATXS
14
DELISTED
Astria Therapeutics
ATXS
| $19.1M | 2.47% |
3,554,129
| – | – |
|
|
ZBIO
15
Zenas BioPharma
ZBIO
$2.07B
| $18.3M | 2.38% |
1,892,806
| – | – |
|
16
Inhibikase Therapeutics
IKT
$369M
| $11.9M | 1.55% |
6,125,000
| – | – |
|
17
CytomX Therapeutics
CTMX
$708M
| $8.85M | 1.15% |
+3,896,582
| New | +$6.28M |
|
|
BCAX
18
Bicara Therapeutics
BCAX
$1.83B
| – | – |
-784,170
| Closed | -$10.2M |
|
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Fairmount Funds Management's Q2 2025 Portfolio in Review
As of Q2 2025, Fairmount Funds Management held 18 positions worth $772M, up 20% from $645M the previous quarter. Its ten largest holdings account for 80% of the portfolio.
Fairmount Funds Management deployed $176M of net new capital in Q2 2025, opening 3 new positions and adding to 5 existing holdings. Its largest new stake was Jade Biosciences: 3,220,368 shares worth $32.2M.
By sector, the portfolio is most concentrated in Healthcare at 100% of assets, unchanged from a quarter earlier.
On the sell side, the most notable exit was Bicara Therapeutics, an estimated $10.2M sold.
- Fairmount Funds Management's largest Q2 2025 buy was Jade Biosciences: 3,220,368 shares worth $32.2M.
- Fairmount Funds Management added most to Kiniksa Pharmaceuticals in Q2 2025, an estimated $17.1M increase.
- Fairmount Funds Management fully exited Bicara Therapeutics in Q2 2025, selling an estimated $10.2M.
- Fairmount Funds Management's ten largest holdings make up 80% of its $772M portfolio in Q2 2025.
- Fairmount Funds Management opened 3 new positions and closed 1 in Q2 2025.
- Fairmount Funds Management's portfolio value rose 20% quarter-over-quarter to $772M.
Based on Fairmount Funds Management's 13F filing for Q2 2025, filed 14 Aug 2025.