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Portfolio (Quarterly) Guide ↗

Seven Fleet Capital Management LP

· CIK 0002092021
13F Portfolio $606M AUM 114 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 96 New 40 Exited
Page 4 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TRVI TREVI THERAPEUTICS INC Healthcare 45,598.0 $833K 0.14% NEW $18.28 -0.2%
62 VYGR VOYAGER THERAPEUTICS INC Healthcare 230,406.0 $772K 0.13% NEW $3.35 -0.9%
63 IVA INVENTIVA SA Healthcare 200,141.0 $757K 0.12% NEW $3.78 +23.0%
64 ENGENE THERAPEUTICS INC 411,065.0 $711K 0.12% NEW $1.73
65 LRMR LARIMAR THERAPEUTICS INC Healthcare 230,921.0 $704K 0.12% NEW $3.05 +36.4%
66 INHIBIKASE THERAPEUTICS INC 346,900.0 $704K 0.12% NEW $2.03
67 NGNE NEUROGENE INC Healthcare 22,060.0 $694K 0.12% NEW $31.45 +20.8%
68 IHI ISHARES TR 13,800.0 $682K 0.11% NEW $49.41 +12.2%
69 SLN SILENCE THERAPEUTICS PLC Healthcare 60,107.0 $660K 0.11% NEW $10.98 +19.9%
70 KRYS KRYSTAL BIOTECH INC Healthcare 1,774.0 $659K 0.11% NEW $371.67 -9.3%
71 OPUS GENETICS INC 143,137.0 $588K 0.10% NEW $4.11
72 PALISADE BIO INC 272,204.0 $569K 0.09% NEW $2.09
73 EOLS EVOLUS INC Healthcare 78,057.0 $542K 0.09% NEW $6.94 +20.3%
74 UNCY UNICYCIVE THERAPEUTICS INC Healthcare 103,400.0 $521K 0.09% NEW $5.04 +8.1%
75 CMPX COMPASS THERAPEUTICS INC Healthcare 233,066.0 $510K 0.08% NEW $2.19 +7.8%
76 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 51,024.0 $510K 0.08% NEW $10.00 -3.4%
77 BRIGHT MINDS BIOSCIENCES INC 6,395.0 $449K 0.07% NEW $70.20
78 PRTA PROTHENA CORP PLC Healthcare 43,300.0 $424K 0.07% NEW $9.79 -7.8%
79 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 16,800.0 $407K 0.07% NEW $24.20 -38.9%
80 OLMA OLEMA PHARMACEUTICALS INC Healthcare 31,476.0 $394K 0.07% NEW $12.51 -12.9%
Page 4 of 5  ·  96 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%