Nan Fung Group Holdings Ltd reported 25 positions worth $131.49M for the quarter ended Jun 30, 2026, up 8.4% on the prior quarter. It opened 1 new position, added to 1, trimmed 2 and exited 0. Its largest holding is MapLight Therapeutics, Inc. at 26.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CHYM Chime Financial, Inc. | +21.1K | $431.62K | 0.328% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MPLT MapLight Therapeutics, Inc. | Healthcare | 971.3K | $34.81M | 26.47% | 0 | 0.0% | Unchanged | 2.14% |
| 2 | LBRX Lb Pharmaceuticals Inc | Healthcare | 630.7K | $20.47M | 15.57% | 0 | 0.0% | Unchanged | 2.09% |
| 3 | EVMN Evommune, Inc. | Healthcare | 1.44M | $19.15M | 14.56% | 0 | 0.0% | Unchanged | 3.97% |
| 4 | HELP Helus Pharma Inc. | Others | 987.2K | $6.53M | 4.96% | +527.2K | +114.6% | Added | 2.84% |
| 5 | INCY Incyte Corp | Healthcare | 53.7K | $6.09M | 4.63% | 0 | 0.0% | Unchanged | 0.03% |
| 6 | RYTM Rhythm Pharmaceuticals, Inc. | Healthcare | 49.1K | $5.45M | 4.15% | 0 | 0.0% | Unchanged | 0.07% |
| 7 | ONC BeOne Medicines Ltd. | Healthcare | 15.7K | $4.48M | 3.41% | 0 | 0.0% | Unchanged | 0.01% |
| 8 | OCS Oculis Holding AG | Healthcare | 300.6K | $4.17M | 3.17% | -50.2K | -14.3% | Reduced | 0.58% |
| 9 | ASND Ascendis Pharma A/S | Healthcare | 13.6K | $3.63M | 2.76% | 0 | 0.0% | Unchanged | 0.02% |
| 10 | RVMD Revolution Medicines, Inc. | Healthcare | 19.3K | $3.61M | 2.74% | 0 | 0.0% | Unchanged | 0.01% |
| 11 | KYMR Kymera Therapeutics, Inc. | Healthcare | 30.9K | $3.54M | 2.69% | 0 | 0.0% | Unchanged | 0.03% |
| 12 | MDGL Madrigal Pharmaceuticals, Inc. | Healthcare | 5,672 | $3.05M | 2.32% | 0 | 0.0% | Unchanged | 0.02% |
| 13 | CELC Celcuity Inc. | Healthcare | 28.3K | $2.96M | 2.25% | 0 | 0.0% | Unchanged | 0.05% |
| 14 | ACAD Acadia Pharmaceuticals Inc | Healthcare | 103.0K | $2.61M | 1.98% | 0 | 0.0% | Unchanged | 0.06% |
| 15 | ARGX Argenx Se | Healthcare | 2,800 | $2.60M | 1.98% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Nan Fung Group Holdings.
As of its Q2 2026 13F filing, Nan Fung Group Holdings Ltd’s five largest positions were MapLight Therapeutics, Inc. (MPLT) at 26.5%, Lb Pharmaceuticals Inc (LBRX) at 15.6%, Evommune, Inc. (EVMN) at 14.6%, Helus Pharma Inc. (HELP) at 5.0%, Incyte Corp (INCY) at 4.6% of the reported portfolio.
Nan Fung Group Holdings Ltd reported a 13F portfolio worth $131.49M across 25 positions for Q2 2026. That is up 8.4% from the previous quarter.
Its largest purchases by value were Helus Pharma Inc. ($3.48M), Chime Financial, Inc. ($431.62K). It opened 1 new positions.
Its largest sales by value were Oculis Holding AG ($696.00K), Bolt Biotherapeutics, Inc. ($93.36K). It exited 0 positions entirely.
From the Form 13F-HR reports Nan Fung Group Holdings Ltd files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.