Fairmount Funds Management
WEST CONSHOHOCKEN, PAfiles as Fairmount Funds Management LLC
$1.5bn in 12 US stocks at the end of 30 June 2026. The top 10 are 97.6% of the money. It changed about 17.6% of the portfolio this quarter.
Value
$1.5bn
Stocks
12
Top 10 share
97.6%
Turnover
17.6%
What changed this quarter
New
Bought for the first time this quarter.
- Faeth TherapeuticsFTH1.2% of the fund
Added
Bought more of a stock they already held.
- Viridian TherapeuticsVRDN6.2% of the fund+30%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
Holdings
- Damora Therapeutics
- Share
- 15.0%
- Value
- $227m
- Shares
- 8,713,000
Held
- Apogee TherapeuticsAPGE
- Share
- 2.6%
- Value
- $40m
- Shares
- 298,647
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Oruka TherapeuticsORKA | 23.3% | $353m | 3,705,262 | Held |
| Dianthus TherapeuticsDNTH | 16.3% | $247m | 2,537,191 | Held |
| Damora Therapeutics | 15.0% | $227m | 8,713,000 | Held |
| Cogent BiosciencesCOGT | 14.1% | $213m | 5,503,418 | Held |
| Jade BiosciencesJBIO | 6.7% | $101m | 4,553,494 | Held |
| Enliven TherapeuticsELVN | 6.2% | $94m | 1,855,644 | Held |
| Viridian TherapeuticsVRDN | 6.2% | $94m | 5,090,928 | +30% |
| Zenas BioPharmaZBIO | 4.0% | $60m | 2,359,025 | Held |
| Crescent BiopharmaCBIO | 3.3% | $49m | 2,747,866 | Held |
| Apogee TherapeuticsAPGE | 2.6% | $40m | 298,647 | Held |
| Faeth TherapeuticsFTH | 1.2% | $18m | 722,020 | New |
| Inhibikase TherapeuticsIKT | 1.2% | $18m | 8,625,000 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 96.0% since 30 June 2025.
Where the money is
Health care85.0%
Other15.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.