Returns–Not enough quarters yet
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.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BMRNBiomarin Pharmaceutical Inc | $81.9M | 17.4% | +12.9% |
| GILDGilead Sciences Inc | $43.3M | 9.2% | New |
| ARQTArcutis Biotherapeutics Inc | $28.6M | 6.1% | New |
| MDGLMadrigal Pharmaceuticals Inc | $28.2M | 6.0% | New |
| BCAXBicara Therapeutics Inc | $26.5M | 5.6% | −29.2% |
| RLMDRelmada Therapeutics Inc | $25.3M | 5.4% | +966.4% |
| TRVITrevi Therapeutics Inc | $25.0M | 5.3% | +261.8% |
| Pharvaris N VCUSIP N69605108 | $23.4M | 5.0% | +305.9% |
| XENEXenon Pharmaceuticals Inc | $22.2M | 4.7% | New |
| ANIPAni Pharmaceuticals Inc | $19.4M | 4.1% | −26.6% |
| IMCRImmunocore Hldgs PLC | $16.3M | 3.5% | New |
| AMLXAmylyx Pharmaceuticals Inc | $16.1M | 3.4% | −44.1% |
| INSMInsmed Inc | $13.0M | 2.8% | New |
| Nuvalent IncCUSIP 670703107 | $12.2M | 2.6% | −67.3% |
| CAPRCapricor Therapeutics Inc | $10.1M | 2.2% | −53.7% |
| ACRSAclaris Therapeutics Inc | $9.3M | 2.0% | New |
| IMUXImmunic Inc | $8.3M | 1.8% | New |
| ORICOric Pharmaceuticals Inc | $8.1M | 1.7% | New |
| TNXPTonix Pharmaceuticals Hldg C | $8.0M | 1.7% | +38.3% |
| SNDXSyndax Pharmaceuticals Inc | $7.4M | 1.6% | New |
| OLMAOlema Pharmaceuticals Inc | $7.2M | 1.5% | New |
| VIRVir Biotechnology Inc | $6.7M | 1.4% | −45.0% |
| CRBPCorbus Pharmaceuticals Hldgs | $6.1M | 1.3% | New |
| DNTHDianthus Therapeutics Inc | $5.6M | 1.2% | New |
| VRTXVertex Pharmaceuticals Inc | $5.5M | 1.2% | −89.8% |
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 |
|---|---|---|---|
| TRVITrevi Therapeutics Inc | March 31, 2026 | +56.3% | $25.0M |
| BCAXBicara Therapeutics Inc | March 31, 2026 | +49.3% | $26.5M |
| ELVNEnliven Therapeutics Inc | March 31, 2026 | +29.5% | $2.5M |
| AMLXAmylyx Pharmaceuticals Inc | March 31, 2026 | +29.2% | $16.1M |
| Pharvaris N VCUSIP N69605108 | March 31, 2026 | +22.4% | $23.4M |
| Nuvalent IncCUSIP 670703107 | March 31, 2026 | +20.5% | $12.2M |
| VIRVir Biotechnology Inc | March 31, 2026 | +13.7% | $6.7M |
| GPCRStructure Therapeutics Inc | March 31, 2026 | +11.3% | $2.2M |
| VRTXVertex Pharmaceuticals Inc | March 31, 2026 | +11.2% | $5.5M |
| ANIPAni Pharmaceuticals Inc | March 31, 2026 | +7.6% | $19.4M |
Sold off last quarter
- PCVXVaxcyte Inc was $37.5M
- Terns Pharmaceuticals IncCUSIP 880881107 was $27.5M
- RAREUltragenyx Pharmaceutical In was $24.4M
- ARGXArgenx Se was $19.0M
- FULCFulcrum Therapeutics Inc was $13.6M
- NUVBNuvation Bio Inc was $10.2M
- ORKAOruka Therapeutics Inc was $6.9M
- CTNMContineum Therapeutics Inc was $6.7M
- MANEVeradermics Inc was $6.4M
- TRDAEntrada Therapeutics Inc was $4.7M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.0% | +14.8% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Jones Hill Capital LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2102314&type=13F-HR&dateb=&owner=include&count=40CIK 2102314
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2102314/000210231426000005/Filed August 13, 2026 · accession 0002102314-26-000005