SQUADRON CAPITAL MANAGEMENT LLC

PrivateCIK: 2050709
Location

OAK BROOK, IL

38
Positions
$322.25M
Total AUM (reported)
44.28M
Total Shares

Allocation by class

TOTAL AUM$322.25M38 positions
COM$209.22M64.9%
COM STK$35.49M11.0%
COM NEW$26.52M8.2%
SPONSORED ADS$17.36M5.4%
ADS$14.45M4.5%
COM SHS$8.28M2.6%
CL A$4.26M1.3%

Portfolio Concentration

Top 337.2%4–1030.6%11–2526.8%Rest5.5%TOP 1067.8%0%100%
Top 3$119.83M37.2%
4–10$98.55M30.6%
11–25$86.27M26.8%
Rest$17.59M5.5%

Top 3 weight

37.2%

Top 10 weight

67.8%

Voting Authority Distribution

Total shares with voting rights: 44.28M

Sole

Full voting authority

41.69M

shares

% of voting shares94.2%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.59M

shares

% of voting shares5.8%

Investment Discretion (by position count)

Sole38
Shared0
Other0
Dominant voting typeSole · 94.2% of voting shares
Institutional Holdings38
Rows:

RELMADA THERAPEUTICS INC

SOLE
COM
Shares7.35M
TypeSH
Market value$50.86M
15.78%
Sole
7.35M
Shared
0.00
None
0.00

C4 THERAPEUTICS INC

SOLE
COM STK
Shares7.60M
TypeSH
Market value$35.49M
11.01%
Sole
7.20M
Shared
0.00
None
400K

COGENT BIOSCIENCES INC

SOLE
COM
Shares865K
TypeSH
Market value$33.48M
10.39%
Sole
865K
Shared
0.00
None
0.00

ZENTALIS PHARMACEUTICALS INC

SOLE
COM
Shares4.13M
TypeSH
Market value$20.01M
6.21%
Sole
3.70M
Shared
0.00
None
426K

KODIAK SCIENCES INC

SOLE
COM
Shares500K
TypeSH
Market value$19.48M
6.05%
Sole
500K
Shared
0.00
None
0.00

RELAY THERAPEUTICS INC

SOLE
COM
Shares970K
TypeSH
Market value$18.15M
5.63%
Sole
970K
Shared
0.00
None
0.00

EDGEWISE THERAPEUTICS INC

SOLE
COM
Shares290K
TypeSH
Market value$11.78M
3.66%
Sole
290K
Shared
0.00
None
0.00

MAZE THERAPEUTICS INC

SOLE
COM
Shares335K
TypeSH
Market value$10.00M
3.10%
Sole
335K
Shared
0.00
None
0.00

BIOAGE LABS INC

SOLE
COM
Shares405K
TypeSH
Market value$9.93M
3.08%
Sole
155K
Shared
0.00
None
250K

INVENTIVA SA

SOLE
ADS
Shares2.44M
TypeSH
Market value$9.20M
2.86%
Sole
2.44M
Shared
0.00
None
0.00

ADLAI NORTYE LTD

SOLE
SPONSORED ADS
Shares764.88K
TypeSH
Market value$8.80M
2.73%
Sole
764.88K
Shared
0.00
None
0.00

COMPASS PATHWAYS PLC

SOLE
SPONSORED ADS
Shares605K
TypeSH
Market value$8.56M
2.66%
Sole
300K
Shared
0.00
None
305K

ENLIVEN THERAPEUTICS INC

SOLE
COM
Shares160K
TypeSH
Market value$8.12M
2.52%
Sole
160K
Shared
0.00
None
0.00

REZOLUTE INC

SOLE
COM NEW
Shares1.30M
TypeSH
Market value$6.78M
2.10%
Sole
403.41K
Shared
0.00
None
900K

ARRIVENT BIOPHARMA INC

SOLE
COM
Shares183K
TypeSH
Market value$6.36M
1.97%
Sole
0.00
Shared
0.00
None
183K

PALISADE BIO INC

SOLE
COM
Shares3M
TypeSH
Market value$6.27M
1.95%
Sole
3M
Shared
0.00
None
0.00

INHIBIKASE THERAPEUTICS INC

SOLE
COM NEW
Shares3M
TypeSH
Market value$6.09M
1.89%
Sole
3M
Shared
0.00
None
0.00

ADAGENE INC

SOLE
ADS
Shares1.25M
TypeSH
Market value$5.25M
1.63%
Sole
1.25M
Shared
0.00
None
0.00

FORTE BIOSCIENCES INC

SOLE
COM NEW
Shares225K
TypeSH
Market value$4.78M
1.48%
Sole
225K
Shared
0.00
None
0.00

INFLARX NV

SOLE
COM
Shares2M
TypeSH
Market value$4.48M
1.39%
Sole
2M
Shared
0.00
None
0.00

ASSEMBLY BIOSCIENCES INC

SOLE
COM NEW
Shares160K
TypeSH
Market value$4.40M
1.36%
Sole
160K
Shared
0.00
None
0.00

PROMIS NEUROSCIENCES INC

SOLE
COM SHS
Shares324.98K
TypeSH
Market value$4.28M
1.33%
Sole
324.98K
Shared
0.00
None
0.00

CONTINEUM THERAPEUTICS INC

SOLE
CL A
Shares260K
TypeSH
Market value$4.26M
1.32%
Sole
260K
Shared
0.00
None
0.00

DEFINIUM THERAPEUTICS INC

SOLE
COM SHS
Shares85K
TypeSH
Market value$4.00M
1.24%
Sole
85K
Shared
0.00
None
0.00

SOL-GEL TECHNOLOGIES LTD

SOLE
SHS NEW
Shares52K
TypeSH
Market value$3.86M
1.20%
Sole
52K
Shared
0.00
None
0.00
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