Ishara Investments LP
LOS ANGELES, CA
$136m in 41 US stocks at the end of 30 June 2026. The top 10 are 51.0% of the money. It changed about 46.5% of the portfolio this quarter.
Value
$136m
Stocks
41
Top 10 share
51.0%
Turnover
46.5%
What changed this quarter
New
Bought for the first time this quarter.
- Agios PharmaceuticalsAGIO4.5% of the fund
- InsmedINSM4.0% of the fund
- Crinetics PharmaceuticalsCRNX3.9% of the fund
- Tonix Pharmaceuticals HoldingTNXP3.2% of the fund
- BridgeBio PharmaBBIO3.1% of the fund
- Kura OncologyKURA2.2% of the fund
- CytokineticsCYTK2.1% of the fund
- Nuvation BioNUVB1.5% of the fund
- Wave Life SciencesWVE1.4% of the fund
- Nektar TherapeuticsNKTR1.4% of the fund
- Enliven TherapeuticsELVN1.2% of the fund
- Vertex PharmaceuticalsVRTX0.9% of the fund
- ARS PharmaceuticalsSPRY0.8% of the fund
- Monopar TherapeuticsMNPR0.8% of the fund
- ErascaERAS0.6% of the fund
- Mereo Biopharma GroupMREO0.2% of the fund
Added
Bought more of a stock they already held.
- Acadia PharmaceuticalsACAD7.6% of the fund+233%
- Xeris Biopharma HoldingsXERS7.2% of the fund+20%
- Biomarin PharmaceuticalBMRN6.0% of the fund+75%
- Ultragenyx PharmaceuticalRARE5.0% of the fund+18%
- VaxcytePCVX3.5% of the fund+43%
- AnnexonANNX3.4% of the fund+371%
- Contineum TherapeuticsCTNM2.5% of the fund+44%
- Lexicon PharmaceuticalsLXRX2.2% of the fund+41%
- DBV Technologies S ADBVT2.2% of the fund+80%
- Genmab A/SGMAB2.1% of the fund+25%
- Mineralys TherapeuticsMLYS2.0% of the fund+25%
- Sionna TherapeuticsSION1.0% of the fund+150%
- Oric PharmaceuticalsORIC1.0% of the fund+20%
Cut
Sold some of their stake.
- Zentalis PharmaceuticalsZNTL3.7% of the fund-17%
- Travere TherapeuticsTVTX3.4% of the fund-26%
- Axsome TherapeuticsAXSM2.9% of the fund-60%
- Silence TherapeuticsSLN1.8% of the fund-61%
- Scholar Rock HoldingSRRK1.2% of the fund-46%
- Beam TherapeuticsBEAM1.0% of the fund-29%
- Vera TherapeuticsVERA0.3% of the fund-88%
- ImmaticsIMTX0.2% of the fund-80%
Sold out
Sold their entire stake.
- Kalvista Pharmaceuticals-100%
- Amicus Therapeutics-100%
- VerastemVSTM-100%
- Arrowhead PharmaceuticalsARWR-100%
- MoonLake ImmunotherapeuticsMLTX-100%
- ArdelyxARDX-100%
- Catalyst Pharmaceuticals-100%
- Ligand PharmaceuticalsLGND-100%
- Edgewise TherapeuticsEWTX-100%
- IDEAYA BiosciencesIDYA-100%
- PTC TherapeuticsPTCT-100%
Holdings
- Crinetics PharmaceuticalsCRNX
- Share
- 3.9%
- Value
- $5m
- Shares
- 143,500
New
- DBV Technologies S ADBVT
- Share
- 2.2%
- Value
- $3m
- Shares
- 184,500
+80%
- Genmab A/SGMAB
- Share
- 2.1%
- Value
- $3m
- Shares
- 102,500
+25%
- Mereo Biopharma GroupMREO
- Share
- 0.2%
- Value
- $244,232
- Shares
- 768,750
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Acadia PharmaceuticalsACAD | 7.6% | $10m | 410,000 | +233% |
| Xeris Biopharma HoldingsXERS | 7.2% | $10m | 1,230,000 | +20% |
| Biomarin PharmaceuticalBMRN | 6.0% | $8m | 143,500 | +75% |
| Praxis Precision MedicinesPRAX | 5.5% | $8m | 22,550 | Held |
| Ultragenyx PharmaceuticalRARE | 5.0% | $7m | 205,000 | +18% |
| Agios PharmaceuticalsAGIO | 4.5% | $6m | 164,000 | New |
| InsmedINSM | 4.0% | $5m | 51,250 | New |
| Crinetics PharmaceuticalsCRNX | 3.9% | $5m | 143,500 | New |
| Zentalis PharmaceuticalsZNTL | 3.7% | $5m | 1,025,000 | -17% |
| VaxcytePCVX | 3.5% | $5m | 82,000 | +43% |
| AnnexonANNX | 3.4% | $5m | 820,000 | +371% |
| Travere TherapeuticsTVTX | 3.4% | $5m | 82,000 | -26% |
| Tonix Pharmaceuticals HoldingTNXP | 3.2% | $4m | 338,250 | New |
| BridgeBio PharmaBBIO | 3.1% | $4m | 57,400 | New |
| Axsome TherapeuticsAXSM | 2.9% | $4m | 16,400 | -60% |
| Contineum TherapeuticsCTNM | 2.5% | $3m | 205,000 | +44% |
| Lexicon PharmaceuticalsLXRX | 2.2% | $3m | 1,271,000 | +41% |
| Kura OncologyKURA | 2.2% | $3m | 276,750 | New |
| DBV Technologies S ADBVT | 2.2% | $3m | 184,500 | +80% |
| Genmab A/SGMAB | 2.1% | $3m | 102,500 | +25% |
| CytokineticsCYTK | 2.1% | $3m | 32,800 | New |
| Mineralys TherapeuticsMLYS | 2.0% | $3m | 102,500 | +25% |
| Silence TherapeuticsSLN | 1.8% | $2m | 55,350 | -61% |
| Nuvation BioNUVB | 1.5% | $2m | 369,000 | New |
| Wave Life SciencesWVE | 1.4% | $2m | 328,000 | New |
| Nektar TherapeuticsNKTR | 1.4% | $2m | 26,650 | New |
| Scholar Rock HoldingSRRK | 1.2% | $2m | 30,750 | -46% |
| Enliven TherapeuticsELVN | 1.2% | $2m | 32,800 | New |
| Alnylam PharmaceuticalsALNY | 1.1% | $2m | 5,125 | Held |
| Beam TherapeuticsBEAM | 1.0% | $1m | 41,000 | -29% |
| Sionna TherapeuticsSION | 1.0% | $1m | 123,000 | +150% |
| Oric PharmaceuticalsORIC | 1.0% | $1m | 123,000 | +20% |
| NewAmsterdam PharmaNAMS | 0.9% | $1m | 36,900 | Held |
| Vertex PharmaceuticalsVRTX | 0.9% | $1m | 2,460 | New |
| ARS PharmaceuticalsSPRY | 0.8% | $1m | 143,490 | New |
| Monopar TherapeuticsMNPR | 0.8% | $1m | 12,300 | New |
| ErascaERAS | 0.6% | $751,120 | 41,000 | New |
| Vera TherapeuticsVERA | 0.3% | $439,828 | 10,250 | -88% |
| ImmaticsIMTX | 0.2% | $311,498 | 30,750 | -80% |
| Mereo Biopharma GroupMREO | 0.2% | $244,232 | 768,750 | New |
| Gossamer BioGOSS | <0.1% | $134,972 | 820,000 | Held |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 58.4% since 31 December 2025.
Where the money is
Health care95.5%
Other4.5%
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.