1y return+106.7%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $215 against $157 in the S&P 500.2
Fcpm III Services B.v.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Newamsterdam Pharma CompanyCUSIP N62509109 | $287.7M | 38.3% | −7.7% |
| MPLTMaplight Therapeutics Inc | $115.6M | 15.4% | |
| DYNDyne Therapeutics Inc | $85.5M | 11.4% | −17.1% |
| VORVor Biopharma Inc | $75.8M | 10.1% | |
| Damora Therapeutics IncCUSIP 36322Q206 | $63.5M | 8.5% | |
| REPLReplimune Group Inc | $31.1M | 4.1% | |
| Crescent Biopharma Inc.CUSIP G2545C104 | $30.2M | 4.0% | |
| AURAAura Biosciences Inc | $28.8M | 3.8% | New |
| Engene Holdings IncCUSIP 29286M105 | $16.7M | 2.2% | |
| BCYCBicycle Therapeutics PLC | $14.7M | 2.0% | |
| Engene Holdings IncCUSIP 29286M113 | $834K | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Newamsterdam Pharma CompanyCUSIP N62509109 | December 31, 2023 | +203.4% | $287.7M |
| MPLTMaplight Therapeutics Inc | December 31, 2025 | +104.0% | $115.6M |
| DYNDyne Therapeutics Inc | December 31, 2023 | +67.0% | $85.5M |
| Crescent Biopharma Inc.CUSIP G2545C104 | December 31, 2025 | +51.8% | $30.2M |
| REPLReplimune Group Inc | December 31, 2023 | +31.3% | $31.1M |
| Damora Therapeutics IncCUSIP 36322Q206 | March 31, 2026 | +0.4% | $63.5M |
| BCYCBicycle Therapeutics PLC | June 30, 2024 | −79.1% | $14.7M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.9% | +14.8% |
| March 31, 2026 | −5.1% | −4.6% |
| December 31, 2025 | +34.9% | +2.4% |
| September 30, 2025 | +40.6% | +7.8% |
| June 30, 2025 | −11.0% | +10.5% |
| March 31, 2025 | −31.5% | −4.6% |
| December 31, 2024 | +3.2% | +2.1% |
| September 30, 2024 | −5.1% | +5.4% |
| June 30, 2024 | −8.8% | +4.0% |
| March 31, 2024 | +91.0% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Fcpm III Services B.v. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2013410&type=13F-HR&dateb=&owner=include&count=40CIK 2013410
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2013410/000119312526350207/Filed August 14, 2026 · accession 0001193125-26-350207