Trails Edge Capital Partners, LP: 4D MOLECULAR THERAPEUTICS IN (FDMT): Quarterly 13F Position History
As of Q2 2026, Trails Edge Capital Partners, LP reported 2,227,917 shares of 4D MOLECULAR THERAPEUTICS IN (FDMT), worth $29.6M and representing 4.7% of its 13F equity book. Quarter-over-quarter share count change: + 925,000 (+71.0%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 2,227,917Shares Held (Latest Filing)
- $29.6MReported Market Value (Latest Filing)
- 4.7%Portfolio Weight (% of 13F Equity Book)
- +925,000Quarter-over-Quarter Share Change
- +$17.5MQuarter-over-Quarter Value Change
- 2,227,917Peak Reported Shares (Historical)
Recent initiation: Trails Edge Capital Partners, LP first reported FDMT on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,227,917 | +925,000 | +71.0% | $29.6M | 4.7% | $13.3 |
| Q1 2026 | 1,302,917 | – | – | $12.1M | 2.9% | $9.3 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Trails Edge Capital Partners, LP first disclose a FDMT position in 13F-HR filings?
Trails Edge Capital Partners, LP first reported 4D MOLECULAR THERAPEUTICS IN (FDMT) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Trails Edge Capital Partners, LP's most recent quarter-over-quarter share-count change in FDMT?
Between Q1 2026 and Q2 2026, Trails Edge Capital Partners, LP added 925,000 shares of FDMT (+71.0%), bringing the total reported position to 2,227,917 shares at a market value of $29.6M.
Does the implied price-per-share represent Trails Edge Capital Partners, LP's cost basis in FDMT?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.