Filed: 5/15/2026ACC: 0001420506-26-001033
📋 What this filing means
EXOME ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 55 equity positions with a total reported market value of $193.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
55
Positions
$193.35M
Total AUM (reported)
7.44M
Total Shares
Allocation by class
COM$110.59M57.2%
COM NEW$35.80M18.5%
PUT$9.97M5.2%
STATE STREET SPD$7.66M4.0%
CALL$5.77M3.0%
CL A$4.63M2.4%
COM PAR $.01$4.36M2.3%
Portfolio Concentration
Top 3$34.00M17.6%
4–10$48.02M24.8%
11–25$56.50M29.2%
Rest$54.83M28.4%
Top 3 weight
17.6%
Top 10 weight
42.4%
Voting Authority Distribution
Total shares with voting rights: 7.44M
Sole
Full voting authority
7.44M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole55
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings55
Rows:
PRAXIS PRECISION MEDICINES I
SOLEShares45.47K
TypeSH
Market value$14.65M
7.58%
Sole
45.47K
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares278.53K
TypeSH
Market value$10.72M
5.54%
Sole
278.53K
Shared
0.00
None
0.00
ENLIVEN THERAPEUTICS INC
SOLEShares220.09K
TypeSH
Market value$8.63M
4.46%
Sole
220.09K
Shared
0.00
None
0.00
IONIS PHARMACEUTICALS INC
SOLEShares110.06K
TypeSH
Market value$8.26M
4.27%
Sole
110.06K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares60K
TypeSH
Market value$7.66M
3.96%
Sole
60K
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares82.74K
TypeSH
Market value$7.64M
3.95%
Sole
82.74K
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares103.72K
TypeSH
Market value$6.84M
3.54%
Sole
103.72K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares7.01K
TypeSH
Market value$6.45M
3.34%
Sole
7.01K
Shared
0.00
None
0.00
ALUMIS INC
SOLEShares279.18K
TypeSH
Market value$6.15M
3.18%
Sole
279.18K
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
SOLEShares67.49K
TypeSH
Market value$5.01M
2.59%
Sole
67.49K
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares114.99K
TypeSH
Market value$4.63M
2.39%
Sole
114.99K
Shared
0.00
None
0.00
INSMED INC
SOLEShares26.65K
TypeSH
Market value$4.36M
2.25%
Sole
26.65K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC FORMERLY
SOLEShares14.68K
TypeSH
Market value$4.30M
2.22%
Sole
14.68K
Shared
0.00
None
0.00
AGIOS PHARMACEUTICALS INC
SOLEShares125.06K
TypeSH
Market value$4.23M
2.19%
Sole
125.06K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares7.05K
TypeSH
Market value$4.18M
2.16%
Sole
7.05K
Shared
0.00
None
0.00
MOONLAKE IMMUNOTHERAPEUTICS
SOLEShares215.38K
TypeSH
Market value$4.01M
2.08%
Sole
215.38K
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares60K
TypeSH
Market value$3.95M
2.05%
Sole
60K
Shared
0.00
None
0.00
NATERA INC
SOLEShares18.65K
TypeSH
Market value$3.73M
1.93%
Sole
18.65K
Shared
0.00
None
0.00
RHYTHM PHARMACEUTICALS INC
SOLEShares40.58K
TypeSH
Market value$3.53M
1.83%
Sole
40.58K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares12.86K
TypeSH
Market value$3.48M
1.80%
Sole
12.86K
Shared
0.00
None
0.00
APELLIS PHARMACEUTICALS INC
SOLEShares85.52K
TypeSH
Market value$3.44M
1.78%
Sole
85.52K
Shared
0.00
None
0.00
VERASTEM INC
SOLEShares636.70K
TypeSH
Market value$3.37M
1.75%
Sole
636.70K
Shared
0.00
None
0.00
10X GENOMICS INC
SOLEShares154.19K
TypeSH
Market value$3.27M
1.69%
Sole
154.19K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares48.35K
TypeSH
Market value$3.03M
1.57%
Sole
48.35K
Shared
0.00
None
0.00
ALKERMES PLC
SOLEShares84.10K
TypeSH
Market value$2.97M
1.54%
Sole
84.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PRAXIS PRECISION MEDICINES ISOLE | COM NEW | 45.47K | SH | $14.65M 7.58% | 45.47K | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 278.53K | SH | $10.72M 5.54% | 278.53K | 0.00 | 0.00 |
ENLIVEN THERAPEUTICS INCSOLE | COM | 220.09K | SH | $8.63M 4.46% | 220.09K | 0.00 | 0.00 |
IONIS PHARMACEUTICALS INCSOLE | COM | 110.06K | SH | $8.26M 4.27% | 110.06K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 60K | SH | $7.66M 3.96% | 60K | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 82.74K | SH | $7.64M 3.95% | 82.74K | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 103.72K | SH | $6.84M 3.54% | 103.72K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 7.01K | SH | $6.45M 3.34% | 7.01K | 0.00 | 0.00 |
ALUMIS INCSOLE | COM | 279.18K | SH | $6.15M 3.18% | 279.18K | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCSOLE | COM | 67.49K | SH | $5.01M 2.59% | 67.49K | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 114.99K | SH | $4.63M 2.39% | 114.99K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 26.65K | SH | $4.36M 2.25% | 26.65K | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 14.68K | SH | $4.30M 2.22% | 14.68K | 0.00 | 0.00 |
AGIOS PHARMACEUTICALS INCSOLE | COM | 125.06K | SH | $4.23M 2.19% | 125.06K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 7.05K | SH | $4.18M 2.16% | 7.05K | 0.00 | 0.00 |
MOONLAKE IMMUNOTHERAPEUTICSSOLE | CLASS A ORD | 215.38K | SH | $4.01M 2.08% | 215.38K | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | PUT | 60K | SH | $3.95M 2.05% | 60K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 18.65K | SH | $3.73M 1.93% | 18.65K | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 40.58K | SH | $3.53M 1.83% | 40.58K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 12.86K | SH | $3.48M 1.80% | 12.86K | 0.00 | 0.00 |
APELLIS PHARMACEUTICALS INCSOLE | COM | 85.52K | SH | $3.44M 1.78% | 85.52K | 0.00 | 0.00 |
VERASTEM INCSOLE | COM NEW | 636.70K | SH | $3.37M 1.75% | 636.70K | 0.00 | 0.00 |
10X GENOMICS INCSOLE | CL A COM | 154.19K | SH | $3.27M 1.69% | 154.19K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 48.35K | SH | $3.03M 1.57% | 48.35K | 0.00 | 0.00 |
ALKERMES PLCSOLE | SHS | 84.10K | SH | $2.97M 1.54% | 84.10K | 0.00 | 0.00 |
Page 1 of 3