Nan Fung Group Holdings Ltd — 13F Holdings & Portfolio
CIK 1782539 · latest 13F-HR filed 2026-08-13
Nan Fung Group Holdings Ltd manages $131.5M in 13F-reported U.S. long-equity assets across 25 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MPLT (26.47%), LBRX (15.57%), EVMN (14.56%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions and exited 1; 11 existing positions rose in reported value and 9 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-13
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- MAPLIGHT THERAPEUTICS INC$15.1M +76.3%
- LB PHARMACEUTICALS INC$4.9M +31.6%
- CYBIN INC$4.3M +195.5%
- REVOLUTION MEDICINES INC$1.7M +92.6%
- RHYTHM PHARMACEUTICALS INC$1.2M +27.7%
Top Trims
- EVOMMUNE INC-$14.0M -42.2%
- OCULIS HOLDING AG-$5.2M -55.3%
- PROCORE TECHNOLOGIES INC-$873.0K -28.7%
- INSMED INC-$374.4K -34.8%
- CELCUITY INC-$269.4K -8.3%
Nan Fung Group Holdings Ltd Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | MAPLIGHT THERAPEUTICS INC | MPLT | 56565P103 | $34.8M | 26.47% | 971,253 | SH |
| 2 | LB PHARMACEUTICALS INC | LBRX | 50180M108 | $20.5M | 15.57% | 630,657 | SH |
| 3 | EVOMMUNE INC | EVMN | 30054Y107 | $19.2M | 14.56% | 1,441,032 | SH |
| 4 | CYBIN INC | HELP | 23256X407 | $6.5M | 4.96% | 987,222 | SH |
| 5 | INCYTE CORP | INCY | 45337C102 | $6.1M | 4.63% | 53,742 | SH |
| 6 | RHYTHM PHARMACEUTICALS INC | RYTM | 76243J105 | $5.5M | 4.15% | 49,120 | SH |
| 7 | BEONE MEDICINES LTD | ONC | 07725L102 | $4.5M | 3.41% | 15,722 | SH |
| 8 | OCULIS HOLDING AG | OCS | H5870P102 | $4.2M | 3.17% | 300,565 | SH |
| 9 | ASCENDIS PHARMA A/S | ASND | K08588103 | $3.6M | 2.76% | 13,600 | SH |
| 10 | REVOLUTION MEDICINES INC | RVMD | 76155X100 | $3.6M | 2.74% | 19,253 | SH |
| 11 | KYMERA THERAPEUTICS INC | KYMR | 501575104 | $3.5M | 2.69% | 30,875 | SH |
| 12 | MADRIGAL PHARMACEUTICALS INC | MDGL | 558868105 | $3.0M | 2.32% | 5,672 | SH |
| 13 | CELCUITY INC | CELC | 15102K100 | $3.0M | 2.25% | 28,300 | SH |
| 14 | ACADIA PHARMACEUTICALS INC | ACAD | 004225108 | $2.6M | 1.98% | 102,984 | SH |
| 15 | ARGENX SE | ARGX | 04016X101 | $2.6M | 1.98% | 2,800 | SH |
| 16 | RECURSION PHARMACEUTICALS IN | RXRX | 75629V104 | $2.2M | 1.66% | 595,287 | SH |
| 17 | PROCORE TECHNOLOGIES INC | PCOR | 74275K108 | $2.2M | 1.65% | 53,299 | SH |
| 18 | HARMONY BIOSCIENCES HLDGS IN | HRMY | 413197104 | $984.9K | 0.75% | 27,049 | SH |
| 19 | INSMED INC | INSM | 457669307 | $701.6K | 0.53% | 6,580 | SH |
| 20 | ISHARES ETHEREUM TR | ETHA | 46438R105 | $601.0K | 0.46% | 50,549 | SH |
| 21 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $531.6K | 0.40% | 15,968 | SH |
| 22 | CHIME FINL INC | CHYM | 16935C109 | $431.6K | 0.33% | 21,075 | SH |
| 23 | RANI THERAPEUTICS HLDGS INC | RANI | 753018100 | $375.3K | 0.29% | 493,584 | SH |
| 24 | ENTRADA THERAPEUTICS INC | TRDA | 29384C108 | $361.2K | 0.27% | 49,082 | SH |
| 25 | BOLT BIOTHERAPEUTICS INC | BOLT | 097702203 | $19.2K | 0.01% | 5,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $131.5M | 25 | 0001012975-26-000761 |
| 2026-03-31 | 2026-05-14 | $121.3M | 24 | 0001012975-26-000423 |
| 2025-12-31 | 2026-02-13 | $111.7M | 27 | 0001012975-26-000144 |
| 2025-09-30 | 2025-11-13 | $59.6M | 24 | 0001012975-25-000750 |
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