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Portfolio (Quarterly) Guide ↗

Seven Fleet Capital Management LP

· CIK 0002092021
13F Portfolio $147.8B AUM 87 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 85 New
Page 3 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CYTK CYTOKINETICS INC Healthcare 10,335.0 $657K 0.44% NEW $63.54 +19.6%
42 NKTR NEKTAR THERAPEUTICS Healthcare 15,000.0 $634K 0.43% NEW $42.28 +59.6%
43 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,300.0 $633K 0.43% NEW $487.25 +16.9%
44 RLAY RELAY THERAPEUTICS INC Healthcare 73,000.0 $618K 0.42% NEW $8.46 +41.1%
45 DNTH DIANTHUS THERAPEUTICS INC Healthcare 14,651.0 $604K 0.41% NEW $41.21 +99.8%
46 MBX MBX BIOSCIENCES INC Healthcare 18,200.0 $574K 0.39% NEW $31.54 +0.7%
47 EOLS EVOLUS INC Healthcare 82,000.0 $545K 0.37% NEW $6.65 +0.4%
48 ZYMEWORKS INC 20,600.0 $542K 0.37% NEW $26.33
49 CORBUS PHARMACEUTICALS HLDGS 56,750.0 $462K 0.31% NEW $8.14
50 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 14,654.0 $456K 0.31% NEW $31.12 -48.7%
51 PRTA PROTHENA CORP PLC Healthcare 43,300.0 $414K 0.28% NEW $9.55 +2.3%
52 NRIX NURIX THERAPEUTICS INC Healthcare 20,000.0 $379K 0.26% NEW $18.97 -16.8%
53 SVRA SAVARA INC Healthcare 62,762.0 $378K 0.26% NEW $6.03 -16.0%
54 TARS TARSUS PHARMACEUTICALS INC Healthcare 4,500.0 $368K 0.25% NEW $81.88 -22.4%
55 PLRX PLIANT THERAPEUTICS INC Healthcare 276,500.0 $337K 0.23% NEW $1.22 -2.0%
56 ACRS ACLARIS THERAPEUTICS INC Healthcare 107,419.0 $323K 0.22% NEW $3.01 +40.7%
57 SEPN SEPTERNA INC Healthcare 11,445.0 $319K 0.22% NEW $27.88 -5.0%
58 CLIMB BIO INC 76,400.0 $306K 0.21% NEW $4.00
59 CMPS COMPASS PATHWAYS PLC Healthcare 40,000.0 $276K 0.19% NEW $6.90 +53.9%
60 BEAM BEAM THERAPEUTICS INC Healthcare 9,537.0 $264K 0.18% NEW $27.72 -2.7%
Page 3 of 5  ·  85 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 100.0%