Seven Fleet Capital Management LP
MOUNTAIN VIEW, CA
$606m in 96 US stocks at the end of 30 June 2026. The top 10 are 65.1% of the money. It changed about 63.9% of the portfolio this quarter.
Value
$606m
Stocks
96
Top 10 share
65.1%
Turnover
63.9%
What changed this quarter
New
Bought for the first time this quarter.
- Mirum PharmaceuticalsMIRM2.1% of the fund
- VeradermicsMANE1.6% of the fund
- Editas MedicineEDIT0.7% of the fund
- Sutro BiopharmaSTRO0.6% of the fund
- Ascendis Pharma A/SASND0.5% of the fund
- Sagimet BiosciencesSGMT0.5% of the fund
- Praxis Precision MedicinesPRAX0.4% of the fund
- Relmada TherapeuticsRLMD0.4% of the fund
- Xenon PharmaceuticalsXENE0.3% of the fund
- Syndax PharmaceuticalsSNDX0.3% of the fund
- Adlai NortyeANL0.2% of the fund
- OnKure TherapeuticsOKUR0.2% of the fund
- Summit TherapeuticsSMMT0.2% of the fund
- enGene TherapeuticsENGN0.1% of the fund
- NeurogeneNGNE0.1% of the fund
- Ishares TRIHI0.1% of the fund
- Olema PharmaceuticalsOLMA<0.1% of the fund
- Cue BiopharmaCUE<0.1% of the fund
- MBX BiosciencesMBX<0.1% of the fund
- AstrazenecaAZN<0.1% of the fund
- Stoke TherapeuticsSTOK<0.1% of the fund
- Viking TherapeuticsVKTX<0.1% of the fund
- Wave Life SciencesWVE<0.1% of the fund
- uniQureQURE<0.1% of the fund
Added
Bought more of a stock they already held.
- CG OncologyCGON22.1% of the fund+2390%
- Tango TherapeuticsTNGX15.8% of the fund+543%
- Revolution MedicinesRVMD7.5% of the fund+200%
- PharvarisPHVS4.4% of the fund+348%
- LiquidiaLQDA3.4% of the fund+37%
- Enliven TherapeuticsELVN3.1% of the fund+123%
- Abivax SAABVX2.4% of the fund+159%
- Avalo TherapeuticsAVTX2.4% of the fund+260%
- Assembly BiosciencesASMB2.0% of the fund+671%
- Century TherapeuticsIPSC1.8% of the fund+47%
- CytokineticsCYTK1.7% of the fund+93%
- Taysha Gene TherapiesTSHA1.6% of the fund+140%
- ArriVent BioPharmaAVBP1.4% of the fund+391%
- Tarsus PharmaceuticalsTARS1.3% of the fund+491%
- XencorXNCR1.3% of the fund+360%
- Roivant SciencesROIV1.3% of the fund+72%
- Damora Therapeutics1.2% of the fund+181%
- Axsome TherapeuticsAXSM1.2% of the fund+105%
- Definium TherapeuticsDFTX1.2% of the fund+49%
- Dianthus TherapeuticsDNTH1.0% of the fund+19%
- ErascaERAS0.9% of the fund+38%
- Protagonist TherapeuticsPTGX0.9% of the fund+1035%
- Minerva NeurosciencesNERV0.9% of the fund+303%
- CytomX TherapeuticsCTMX0.7% of the fund+192%
- Eupraxia PharmaceuticalsEPRX0.7% of the fund+41%
Cut
Sold some of their stake.
- Relay TherapeuticsRLAY0.6% of the fund-31%
- Agios PharmaceuticalsAGIO0.3% of the fund-73%
- VaxcytePCVX0.3% of the fund-73%
- LeonaBioLONA0.2% of the fund-6%
- IDEAYA BiosciencesIDYA0.2% of the fund-56%
- Alkermes plc.ALKS0.2% of the fund-4%
- Spyre TherapeuticsSYRE0.2% of the fund-32%
- Perspective TherapeuticsCATX0.2% of the fund-12%
- Larimar TherapeuticsLRMR0.1% of the fund-10%
- Silence TherapeuticsSLN0.1% of the fund-62%
- Krystal BiotechKRYS0.1% of the fund-59%
- Compass TherapeuticsCMPX<0.1% of the fund-55%
- Biocryst PharmaceuticalsBCRX<0.1% of the fund-50%
- Monte Rosa TherapeuticsGLUE<0.1% of the fund-25%
- Milestone PharmaceuticalsMIST<0.1% of the fund-19%
- Entera BioENTX<0.1% of the fund-7%
- Amylyx PharmaceuticalsAMLX<0.1% of the fund-13%
- LipocineLPCN<0.1% of the fund-37%
- Corbus Pharmaceuticals HoldingsCRBP<0.1% of the fund-75%
- PMV PharmaceuticalsPMVP<0.1% of the fund-16%
- Fulcrum TherapeuticsFULC<0.1% of the fund-53%
Sold out
Sold their entire stake.
- CG OncologyCGON-100%
- Tyra BiosciencesTYRA-100%
- Tango Therapeutics-100%
- Avalo Therapeutics-100%
- Minerva Neurosciences-100%
- PharvarisPHVS-100%
- Soleno Therapeutics-100%
- Enliven TherapeuticsELVN-100%
- CytomX TherapeuticsCTMX-100%
- Century TherapeuticsIPSC-100%
- Ascendis Pharma A/SASND-100%
- Kalvista Pharmaceuticals-100%
- Compass TherapeuticsCMPX-100%
- Dianthus TherapeuticsDNTH-100%
- Eupraxia PharmaceuticalsEPRX-100%
- Mineralys TherapeuticsMLYS-100%
- Soleno Therapeutics-100%
- SAB Biotherapeutics-100%
- VaxcytePCVX-100%
- Replimune GroupREPL-100%
- Maze TherapeuticsMAZE-100%
- Climb BioCLYM-100%
- COMPASS PathwaysCMPS-100%
- Denali TherapeuticsDNLI-100%
- United TherapeuticsUTHR-100%
Holdings
- Abivax SAABVX
- Share
- 2.4%
- Value
- $15m
- Shares
- 111,334
+159%
- Damora Therapeutics
- Share
- 1.2%
- Value
- $7m
- Shares
- 284,430
+181%
- Eupraxia PharmaceuticalsEPRX
- Share
- 0.7%
- Value
- $4m
- Shares
- 610,785
+41%
- ZAI LABZLAB
- Share
- 0.5%
- Value
- $3m
- Shares
- 136,016
+75%
- Structure TherapeuticsGPCR
- Share
- 0.2%
- Value
- $1m
- Shares
- 26,800
+198%
- Adlai NortyeANL
- Share
- 0.2%
- Value
- $1m
- Shares
- 113,207
New
- Ishares TRIHI
- Share
- 0.1%
- Value
- $681,858
- Shares
- 13,800
New
- Bright Minds BiosciencesDRUG
- Share
- <0.1%
- Value
- $448,929
- Shares
- 6,395
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| CG OncologyCGON | 22.1% | $134m | 1,886,236 | +2390% |
| Tango TherapeuticsTNGX | 15.8% | $96m | 3,228,144 | +543% |
| Revolution MedicinesRVMD | 7.5% | $45m | 242,029 | +200% |
| PharvarisPHVS | 4.4% | $27m | 774,501 | +348% |
| LiquidiaLQDA | 3.4% | $20m | 256,603 | +37% |
| Enliven TherapeuticsELVN | 3.1% | $19m | 365,386 | +123% |
| Abivax SAABVX | 2.4% | $15m | 111,334 | +159% |
| Avalo TherapeuticsAVTX | 2.4% | $14m | 770,765 | +260% |
| Mirum PharmaceuticalsMIRM | 2.1% | $13m | 110,393 | New |
| Assembly BiosciencesASMB | 2.0% | $12m | 433,147 | +671% |
| Century TherapeuticsIPSC | 1.8% | $11m | 4,347,826 | +47% |
| CytokineticsCYTK | 1.7% | $10m | 118,240 | +93% |
| Taysha Gene TherapiesTSHA | 1.6% | $10m | 1,504,400 | +140% |
| VeradermicsMANE | 1.6% | $10m | 80,000 | New |
| ArriVent BioPharmaAVBP | 1.4% | $9m | 246,606 | +391% |
| Tarsus PharmaceuticalsTARS | 1.3% | $8m | 117,067 | +491% |
| XencorXNCR | 1.3% | $8m | 368,305 | +360% |
| Roivant SciencesROIV | 1.3% | $8m | 220,126 | +72% |
| Damora Therapeutics | 1.2% | $7m | 284,430 | +181% |
| Axsome TherapeuticsAXSM | 1.2% | $7m | 28,826 | +105% |
| Definium TherapeuticsDFTX | 1.2% | $7m | 148,647 | +49% |
| Dianthus TherapeuticsDNTH | 1.0% | $6m | 64,723 | +19% |
| Cogent BiosciencesCOGT | 0.9% | $6m | 147,510 | Held |
| ErascaERAS | 0.9% | $6m | 308,007 | +38% |
| Protagonist TherapeuticsPTGX | 0.9% | $6m | 45,400 | +1035% |
| Minerva NeurosciencesNERV | 0.9% | $6m | 1,001,373 | +303% |
| Editas MedicineEDIT | 0.7% | $4m | 1,330,500 | New |
| CytomX TherapeuticsCTMX | 0.7% | $4m | 1,085,398 | +192% |
| Eupraxia PharmaceuticalsEPRX | 0.7% | $4m | 610,785 | +41% |
| Sutro BiopharmaSTRO | 0.6% | $4m | 159,118 | New |
| Relay TherapeuticsRLAY | 0.6% | $3m | 178,222 | -31% |
| Celldex TherapeuticsCLDX | 0.5% | $3m | 86,664 | +196% |
| Ascendis Pharma A/SASND | 0.5% | $3m | 11,869 | New |
| Sagimet BiosciencesSGMT | 0.5% | $3m | 403,545 | New |
| ZAI LABZLAB | 0.5% | $3m | 136,016 | +75% |
| SAB BiotherapeuticsSABS | 0.5% | $3m | 736,077 | +636% |
| Madrigal PharmaceuticalsMDGL | 0.4% | $3m | 4,973 | +47% |
| Praxis Precision MedicinesPRAX | 0.4% | $3m | 7,540 | New |
| Relmada TherapeuticsRLMD | 0.4% | $2m | 348,265 | New |
| Agios PharmaceuticalsAGIO | 0.3% | $2m | 56,900 | -73% |
| Xenon PharmaceuticalsXENE | 0.3% | $2m | 33,300 | New |
| SavaraSVRA | 0.3% | $2m | 309,103 | +5% |
| C4 TherapeuticsCCCC | 0.3% | $2m | 381,169 | +568% |
| VaxcytePCVX | 0.3% | $2m | 29,800 | -73% |
| CelcuityCELC | 0.3% | $2m | 16,252 | +171% |
| Syndax PharmaceuticalsSNDX | 0.3% | $2m | 77,930 | New |
| Zentalis PharmaceuticalsZNTL | 0.2% | $1m | 317,600 | +189% |
| Structure TherapeuticsGPCR | 0.2% | $1m | 26,800 | +198% |
| LeonaBioLONA | 0.2% | $1m | 154,153 | -6% |
| IDEAYA BiosciencesIDYA | 0.2% | $1m | 37,865 | -56% |
| GeronGERN | 0.2% | $1m | 1,057,228 | +149% |
| Adlai NortyeANL | 0.2% | $1m | 113,207 | New |
| Corvus PharmaceuticalsCRVS | 0.2% | $1m | 82,890 | Held |
| Alkermes plc.ALKS | 0.2% | $1m | 23,285 | -4% |
| Spyre TherapeuticsSYRE | 0.2% | $1m | 13,300 | -32% |
| Perspective TherapeuticsCATX | 0.2% | $1m | 332,613 | -12% |
| OnKure TherapeuticsOKUR | 0.2% | $1m | 240,963 | New |
| Summit TherapeuticsSMMT | 0.2% | $1m | 73,300 | New |
| AN2 TherapeuticsANTX | 0.2% | $1m | 208,946 | +5% |
| Contineum TherapeuticsCTNM | 0.2% | $992,267 | 60,541 | +124% |
| Trevi TherapeuticsTRVI | 0.1% | $833,430 | 45,598 | +68% |
| Voyager TherapeuticsVYGR | 0.1% | $771,860 | 230,406 | +100% |
| InventivaIVA | 0.1% | $756,533 | 200,141 | Held |
| enGene TherapeuticsENGN | 0.1% | $711,142 | 411,065 | New |
| Larimar TherapeuticsLRMR | 0.1% | $704,309 | 230,921 | -10% |
| Inhibikase TherapeuticsIKT | 0.1% | $704,207 | 346,900 | +7% |
| NeurogeneNGNE | 0.1% | $693,787 | 22,060 | New |
| Ishares TRIHI | 0.1% | $681,858 | 13,800 | New |
| Silence TherapeuticsSLN | 0.1% | $659,975 | 60,107 | -62% |
| Krystal BiotechKRYS | 0.1% | $659,343 | 1,774 | -59% |
| Opus GeneticsIRD | <0.1% | $588,293 | 143,137 | +7% |
| Palisade BIOPALI | <0.1% | $568,906 | 272,204 | +28% |
| EvolusEOLS | <0.1% | $541,716 | 78,057 | Held |
| Unicycive TherapeuticsUNCY | <0.1% | $521,136 | 103,400 | +86% |
| Compass TherapeuticsCMPX | <0.1% | $510,415 | 233,066 | -55% |
| Biocryst PharmaceuticalsBCRX | <0.1% | $510,240 | 51,024 | -50% |
| Bright Minds BiosciencesDRUG | <0.1% | $448,929 | 6,395 | Held |
| Prothena Corp PublicPRTA | <0.1% | $423,907 | 43,300 | Held |
| Monte Rosa TherapeuticsGLUE | <0.1% | $406,560 | 16,800 | -25% |
| Olema PharmaceuticalsOLMA | <0.1% | $393,765 | 31,476 | New |
| Milestone PharmaceuticalsMIST | <0.1% | $362,112 | 270,233 | -19% |
| Entera BioENTX | <0.1% | $338,697 | 191,354 | -7% |
| Cue BiopharmaCUE | <0.1% | $337,755 | 10,702 | New |
| MBX BiosciencesMBX | <0.1% | $331,200 | 6,000 | New |
| Beam TherapeuticsBEAM | <0.1% | $302,153 | 8,804 | Held |
| AstrazenecaAZN | <0.1% | $265,468 | 1,400 | New |
| Amylyx PharmaceuticalsAMLX | <0.1% | $261,138 | 14,540 | -13% |
| Stoke TherapeuticsSTOK | <0.1% | $255,353 | 7,745 | New |
| Viking TherapeuticsVKTX | <0.1% | $251,884 | 7,404 | New |
| LipocineLPCN | <0.1% | $201,836 | 78,842 | -37% |
| Corbus Pharmaceuticals HoldingsCRBP | <0.1% | $201,032 | 21,432 | -75% |
| ProMIS NeurosciencesPMN | <0.1% | $139,496 | 10,600 | Held |
| Wave Life SciencesWVE | <0.1% | $99,812 | 19,048 | New |
| PMV PharmaceuticalsPMVP | <0.1% | $71,782 | 53,569 | -16% |
| Fulcrum TherapeuticsFULC | <0.1% | $66,206 | 18,089 | -53% |
| uniQureQURE | <0.1% | $15,254 | 338 | New |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 310.1% since 31 December 2025.
Where the money is
Health care95.3%
Other4.7%
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.