Fairmount Funds Management LLC 13F: Quarter-over-Quarter Portfolio Changes
Fairmount Funds Management LLC reported a disclosed portfolio value of approximately $1.5 billion in its latest SEC Form 13F-HR filing for Q2 2026, up 9.3% quarter on quarter. Over the quarter, the fund initiated 1 new position, bought more shares in 1 holding, and exited 1 position.
Fairmount Funds Management LLC's top buy was a new stake in Faeth Therapeutics INC (SNSE) , equal to 1.2% of the disclosed portfolio. Its top sell was Spyre Therapeutics INC (SYRE) . The fund exited the position completely after it had accounted for 14.6% of the previous portfolio.
New PositionsQ2 2026
Securities disclosed for the first time in Q2 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| FAETH THERAPEUTICS INC | SNSE | 1.2% | Holders → |
Top BuysQ2 2026
The fund's top buys among existing positions in Q2 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| VIRIDIAN THERAPEUTICS INC | VRDN | +0.7% | +30.1% | History → |
Full ExitsQ2 2026
Positions present in the prior 13F-HR filing that no longer appear in Q2 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| SPYRE THERAPEUTICS INC | SYRE | 14.6% |
Net Portfolio Value ChangeQ2 2026
- $1.4BPrior quarter
- $1.5BCurrent quarter
- +$0.1BNet delta
- +9.3%% change
Methodology & FAQ
How Fairmount Funds Management LLC Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for Fairmount Funds Management LLC: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description, including how confidential treatment filings are handled, is documented in the Methodology.
What stocks did Fairmount Funds Management LLC buy in Q2 2026?
In Q2 2026, Fairmount Funds Management LLC initiated 1 new position (FAETH THERAPEUTICS INC (SNSE)); bought more shares of VIRIDIAN THERAPEUTICS INC (VRDN).
What stocks did Fairmount Funds Management LLC sell in Q2 2026?
In Q2 2026, Fairmount Funds Management LLC fully sold 1 position (SPYRE THERAPEUTICS INC (SYRE)).
Which positions did Fairmount Funds Management LLC initiate in Q2 2026?
Fairmount Funds Management LLC established 1 new position in Q2 2026: FAETH THERAPEUTICS INC (SNSE, 1.2%).
Which existing positions saw the largest allocation increases for Fairmount Funds Management LLC in Q2 2026?
Of 1 existing position with share-count increases in Q2 2026, the largest were: VIRIDIAN THERAPEUTICS INC (VRDN, +0.7% weight, +30.1% shares).
Which positions did Fairmount Funds Management LLC fully exit in Q2 2026?
Fairmount Funds Management LLC fully exited 1 position in Q2 2026: SPYRE THERAPEUTICS INC (SYRE, last-reported weight 14.6%).
Which existing positions saw the largest allocation reductions for Fairmount Funds Management LLC in Q2 2026?
Fairmount Funds Management LLC reported no material allocation reductions in existing positions in Q2 2026.
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.