Fairmount Funds Management LLC
•CIK: 1802528•Filing: Q4 2025
**Fairmount Funds Management LLC** manages $1.3B across a concentrated portfolio of 13 positions. The fund exhibits significant conviction in the biotech sector, with its top holding, COGT, representing $319.8M. Further allocations include substantial stakes in APGE ($154.6M) and SYRE ($131.6M). This positioning underscores a focused, high-conviction approach within specialized, growth-oriented markets.
Total AUM
$1.3B
QoQ Performance
+18.2%
Positions
13
Top 10 Concentration
92.0%
Latest Filing
Q4 2025
Top Holdings Allocation
COGT
APGE
SYRE
VRDN
ORKA
DNTH
ZBIO
NUVL
COGT24.3%
APGE11.8%
SYRE10.0%
VRDN9.3%
ORKA8.5%
DNTH6.7%
ZBIO6.1%
NUVL5.6%
📈 Biggest Buys
📉 Biggest Sells
DNTH
DIANTHUS THERAPEUTICS INC
-35.4%
6.7% of portfolio
—
KINIKSA PHARMACEUTICALS INTL
-25.6%
4.1% of portfolio
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
↑5 increased
↓2 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023