Royalty Pharma Sub-Manager, LLC — 13F Holdings & Portfolio

CIK 2081668 · latest 13F-HR filed 2026-08-21

Royalty Pharma Sub-Manager, LLC manages $241.9M in 13F-reported U.S. long-equity assets across 4 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CYTK (34.52%), ZBIO (25.05%), KLRA (22.36%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 1, added to 3, and trimmed 0.

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.

Filer Information
Address
110 E. 59TH STREET
SUITE 3300
NEW YORK, NY 10022
Phone
(212) 883-0200
Filing Manager
Royalty Pharma Sub-Manager, LLC
New York, NY
Signatory
Jason Mehar
SVP, Investments& Deputy General Counsel
Loading holdings…
AUM

$241.9M

Long-equity book

Holdings

4

Distinct positions

Period

2026-06-30

Filed 2026-08-21

Q/Q Activity

+1 / −1 / ↑3 / ↓0

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CYTOKINETICS, INC$18.9M +29.3%
  • BIOHAVEN LTD$18.9M +75.9%
  • ZENAS BIOPHARMA, INC.$13.9M +29.8%
Show all 3

Top Trims

  • No decreased positions.
Show all 0

New Positions

  • KAILERA THERAPEUTICS$54.1M
Show all 1

Exited Positions

  • BIOCRYST PHARMACEUTICALS INC$36.6M
Show all 1
All Holdings

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 CYTOKINETICS, INC CYTK 23282W605 $83.5M 34.52% 980,392 SH
2 ZENAS BIOPHARMA, INC. ZBIO 98937L105 $60.6M 25.05% 2,388,150 SH
3 KAILERA THERAPEUTICS KLRA 482931102 $54.1M 22.36% 2,455,357 SH
4 BIOHAVEN LTD BHVN G1110E107 $43.7M 18.06% 2,936,507 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-21 $241.9M 4 0002081668-26-000018
2026-03-31 2026-05-14 $172.8M 4 0002081668-26-000006
2026-03-31 2026-08-21 $172.8M 4 0002081668-26-000017
2025-12-31 2026-04-01 $171.3M 4 0002081668-26-000003