1y return+37.9%S&P 500 +20.9%
3y return+64.2%S&P 500 +68.5%
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 September 30, 2021: $137 against $174 in the S&P 500.2
Nan Fung Group Holdings LtdS&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 |
|---|---|---|---|
| MPLTMaplight Therapeutics Inc | $34.8M | 26.5% | |
| LBRXLb Pharmaceuticals Inc | $20.5M | 15.6% | |
| EVMNEvommune Inc | $19.2M | 14.6% | |
| Cybin IncCUSIP 23256X407 | $6.5M | 5.0% | +114.6% |
| INCYIncyte Corp | $6.1M | 4.6% | |
| RYTMRhythm Pharmaceuticals Inc | $5.5M | 4.1% | |
| ONCBeone Medicines Ltd | $4.5M | 3.4% | |
| Oculis Holding AgCUSIP H5870P102 | $4.2M | 3.2% | −14.3% |
| Ascendis Pharma A/sCUSIP K08588103 | $3.6M | 2.8% | New |
| RVMDRevolution Medicines Inc | $3.6M | 2.7% | |
| KYMRKymera Therapeutics Inc | $3.5M | 2.7% | |
| MDGLMadrigal Pharmaceuticals Inc | $3.0M | 2.3% | |
| CELCCelcuity Inc | $3.0M | 2.3% | |
| ACADAcadia Pharmaceuticals Inc | $2.6M | 2.0% | |
| ARGXArgenx Se | $2.6M | 2.0% | |
| RXRXRecursion Pharmaceuticals In | $2.2M | 1.7% | |
| PCORProcore Technologies Inc | $2.2M | 1.6% | |
| HRMYHarmony Biosciences Hldgs In | $985K | 0.7% | |
| INSMInsmed Inc | $702K | 0.5% | |
| Ishares Ethereum TrCUSIP 46438R105 | $601K | 0.5% | |
| IBITIshares Bitcoin Trust Etf | $532K | 0.4% | |
| CHYMChime Finl Inc | $432K | 0.3% | New |
| RANIRani Therapeutics Hldgs Inc | $375K | 0.3% | |
| TRDAEntrada Therapeutics Inc | $361K | 0.3% | |
| BOLTBolt Biotherapeutics Inc | $19K | 0.0% | −82.9% |
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 |
|---|---|---|---|
| RVMDRevolution Medicines Inc | March 31, 2024 | +481.1% | $3.6M |
| RYTMRhythm Pharmaceuticals Inc | December 31, 2022 | +281.3% | $5.5M |
| KYMRKymera Therapeutics Inc | March 31, 2024 | +185.2% | $3.5M |
| MDGLMadrigal Pharmaceuticals Inc | December 31, 2023 | +132.1% | $3.0M |
| LBRXLb Pharmaceuticals Inc | September 30, 2025 | +105.5% | $20.5M |
| MPLTMaplight Therapeutics Inc | December 31, 2025 | +104.0% | $34.8M |
| Oculis Holding AgCUSIP H5870P102 | March 31, 2023 | +91.0% | $4.2M |
| ARGXArgenx Se | September 30, 2024 | +71.2% | $2.6M |
| INCYIncyte Corp | December 31, 2021 | +54.4% | $6.1M |
| HRMYHarmony Biosciences Hldgs In | June 30, 2021 | +29.0% | $985K |
Sold off last quarter
- Ascendis Pharma A/sCUSIP 04351P101 was $3.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.9% | +14.8% |
| March 31, 2026 | +7.3% | −4.6% |
| December 31, 2025 | +12.7% | +2.4% |
| September 30, 2025 | +7.8% | +7.8% |
| June 30, 2025 | +8.6% | +10.5% |
| March 31, 2025 | −5.2% | −4.6% |
| December 31, 2024 | −4.1% | +2.1% |
| September 30, 2024 | +13.4% | +5.4% |
| June 30, 2024 | −7.6% | +4.0% |
| March 31, 2024 | +3.7% | +10.0% |
| December 31, 2023 | +32.7% | +11.2% |
| September 30, 2023 | −16.4% | −3.6% |
| June 30, 2023 | +7.9% | +8.3% |
| March 31, 2023 | −4.9% | +7.0% |
| December 31, 2022 | −2.0% | +7.1% |
| September 30, 2022 | +12.6% | −5.3% |
| June 30, 2022 | −17.5% | −16.5% |
| March 31, 2022 | −6.6% | −4.9% |
| December 31, 2021 | −4.7% | +10.7% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Nan Fung Group Holdings Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1782539&type=13F-HR&dateb=&owner=include&count=40CIK 1782539
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1782539/000101297526000761/Filed August 13, 2026 · accession 0001012975-26-000761