Nan Fung Group Holdings Ltd — 13F Holdings & Portfolio
CIK 1782539 · latest 13F-HR filed 2026-05-14
Nan Fung Group Holdings Ltd manages $121.3M in 13F-reported U.S. long-equity assets across 24 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are EVMN (27.32%), MPLT (16.28%), LBRX (12.82%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 5, added to 7, and trimmed 14.
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.
$121.3M
Long-equity book
24
Distinct positions
2026-03-31
Filed 2026-05-14
+2 / −5 / ↑7 / ↓14
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- LB PHARMACEUTICALS INC$8.9M +132.9%
- EVOMMUNE INC$8.5M +34.3%
- MAPLIGHT THERAPEUTICS INC$2.7M +15.7%
- REVOLUTION MEDICINES INC$338.9K +22.1%
- ASCENDIS PHARMA A/S$210.7K +7.3%
Top Trims
- MADRIGAL PHARMACEUTICALS INC-$3.9M -57.1%
- CYBIN INC-$1.6M -41.3%
- RHYTHM PHARMACEUTICALS INC-$985.8K -18.8%
- OCULIS HOLDING AG-$952.3K -9.3%
- PROCORE TECHNOLOGIES INC-$838.9K -21.6%
Exited Positions
- STANDARD BIOTOOLS INC$2.4M
- REPLIMUNE GROUP INC$619.3K
- BICYCLE THERAPEUTICS PLC$488.1K
- ROCKET LAB CORP$266.8K
- BOLT PROJS HLDGS INC$32.4K
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 | EVOMMUNE INC | EVMN | 30054Y107 | $33.1M | 27.32% | 1,441,032 | SH |
| 2 | MAPLIGHT THERAPEUTICS INC | MPLT | 56565P103 | $19.7M | 16.28% | 971,253 | SH |
| 3 | LB PHARMACEUTICALS INC | LBRX | 50180M108 | $15.6M | 12.82% | 630,657 | SH |
| 4 | OCULIS HOLDING AG | OCS | H5870P102 | $9.3M | 7.69% | 350,745 | SH |
| 5 | INCYTE CORP | INCY | 45337C102 | $5.1M | 4.17% | 53,742 | SH |
| 6 | BEONE MEDICINES LTD | ONC | 07725L102 | $4.7M | 3.85% | 15,722 | SH |
| 7 | RHYTHM PHARMACEUTICALS INC | RYTM | 76243J105 | $4.3M | 3.52% | 49,120 | SH |
| 8 | CELCUITY INC | CELC | 15102K100 | $3.2M | 2.66% | 28,300 | SH |
| 9 | ASCENDIS PHARMA A/S | ASND | 04351P101 | $3.1M | 2.57% | 13,600 | SH |
| 10 | PROCORE TECHNOLOGIES INC | PCOR | 74275K108 | $3.0M | 2.51% | 53,299 | SH |
| 11 | MADRIGAL PHARMACEUTICALS INC | MDGL | 558868105 | $3.0M | 2.45% | 5,672 | SH |
| 12 | KYMERA THERAPEUTICS INC | KYMR | 501575104 | $2.6M | 2.12% | 30,875 | SH |
| 13 | ACADIA PHARMACEUTICALS INC | ACAD | 004225108 | $2.3M | 1.89% | 102,984 | SH |
| 14 | CYBIN INC | HELP | 23256X407 | $2.2M | 1.82% | 460,000 | SH |
| 15 | ARGENX SE | ARGX | 04016X101 | $2.0M | 1.69% | 2,800 | SH |
| 16 | REVOLUTION MEDICINES INC | RVMD | 76155X100 | $1.9M | 1.54% | 19,253 | SH |
| 17 | RECURSION PHARMACEUTICALS IN | RXRX | 75629V104 | $1.8M | 1.51% | 595,287 | SH |
| 18 | INSMED INC | INSM | 457669307 | $1.1M | 0.89% | 6,580 | SH |
| 19 | ISHARES ETHEREUM TR | ETHA | 46438R105 | $800.2K | 0.66% | 50,549 | SH |
| 20 | HARMONY BIOSCIENCES HLDGS IN | HRMY | 413197104 | $757.6K | 0.62% | 27,049 | SH |
| 21 | ENTRADA THERAPEUTICS INC | TRDA | 29384C108 | $619.4K | 0.51% | 49,082 | SH |
| 22 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $613.5K | 0.51% | 15,968 | SH |
| 23 | RANI THERAPEUTICS HLDGS INC | RANI | 753018100 | $362.7K | 0.30% | 493,584 | SH |
| 24 | BOLT BIOTHERAPEUTICS INC | BOLT | 097702203 | $118.2K | 0.10% | 29,250 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |