TETRAGON PARTNERS GP LTD

PrivateCIK: 1515070
📋 What this filing means

TETRAGON PARTNERS GP LTD filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $635.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

36
Positions
$635.06M
Total AUM (reported)
58.74M
Total Shares

Allocation by class

TOTAL AUM$635.06M36 positions
CL A$347.78M54.8%
COM$146.73M23.1%
COM NEW$54.26M8.5%
COM SHS$16.05M2.5%
SPON ADS$15.20M2.4%
CL A COM$14.61M2.3%
COM CL A$12.13M1.9%

Portfolio Concentration

Top 360.7%4–1013.4%11–2520.6%Rest5.2%TOP 1074.1%0%100%
Top 3$385.47M60.7%
4–10$85.39M13.4%
11–25$130.93M20.6%
Rest$33.28M5.2%

Top 3 weight

60.7%

Top 10 weight

74.1%

Voting Authority Distribution

Total shares with voting rights: 58.74M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

58.74M

shares

% of voting shares100.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other36
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings36
Rows:

UIPATH INC

DFND
CL A
Shares30.95M
TypeSH
Market value$336.43M
52.98%
Sole
0.00
Shared
30.95M
None
0.00

KOLIBRI GLOBAL ENERGY INC

DFND
COM NEW
Shares6.83M
TypeSH
Market value$33.85M
5.33%
Sole
0.00
Shared
6.83M
None
0.00

AUTOLUS THERAPEUTICS LTD

DFND
SPON ADS
Shares9.50M
TypeSH
Market value$15.20M
2.39%
Sole
0.00
Shared
9.50M
None
0.00

LYFT INC

DFND
CL A COM
Shares1M
TypeSH
Market value$14.61M
2.30%
Sole
0.00
Shared
1M
None
0.00

DEFINIUM THERAPEUTICS INC

DFND
COM SHS
Shares286.99K
TypeSH
Market value$13.50M
2.13%
Sole
0.00
Shared
286.99K
None
0.00

WORKIVA INC

DFND
COM CL A
Shares250K
TypeSH
Market value$12.13M
1.91%
Sole
0.00
Shared
250K
None
0.00

SILENCE THERAPEUTICS PLC

DFND
ADS
Shares1.06M
TypeSH
Market value$11.69M
1.84%
Sole
0.00
Shared
1.06M
None
0.00

SPRINKLR INC

DFND
CL A
Shares2.20M
TypeSH
Market value$11.35M
1.79%
Sole
0.00
Shared
2.20M
None
0.00

MBX BIOSCIENCES INC

DFND
COM
Shares203.54K
TypeSH
Market value$11.24M
1.77%
Sole
0.00
Shared
203.54K
None
0.00

ALKAMI TECHNOLOGY INC

DFND
COM
Shares600.28K
TypeSH
Market value$10.88M
1.71%
Sole
0.00
Shared
600.28K
None
0.00

CELLDEX THERAPEUTICS INC NEW

DFND
COM NEW
Shares290.44K
TypeSH
Market value$10.81M
1.70%
Sole
0.00
Shared
290.44K
None
0.00

RELAY THERAPEUTICS INC

DFND
COM
Shares570.31K
TypeSH
Market value$10.67M
1.68%
Sole
0.00
Shared
570.31K
None
0.00

ARROWHEAD PHARMACEUTICALS IN

DFND
COM
Shares130.48K
TypeSH
Market value$10.64M
1.67%
Sole
0.00
Shared
130.48K
None
0.00

PHARVARIS N V

DFND
COM
Shares295.63K
TypeSH
Market value$10.22M
1.61%
Sole
0.00
Shared
295.63K
None
0.00

ALKERMES PLC

DFND
SHS
Shares189.98K
TypeSH
Market value$9.95M
1.57%
Sole
0.00
Shared
189.98K
None
0.00

IMMUNOVANT INC

DFND
COM
Shares255.93K
TypeSH
Market value$9.86M
1.55%
Sole
0.00
Shared
255.93K
None
0.00

AGIOS PHARMACEUTICALS INC

DFND
COM
Shares255.58K
TypeSH
Market value$9.48M
1.49%
Sole
0.00
Shared
255.58K
None
0.00

AXSOME THERAPEUTICS INC.

DFND
COM
Shares35K
TypeSH
Market value$8.57M
1.35%
Sole
0.00
Shared
35K
None
0.00

DYNE THERAPEUTICS INC

DFND
COM
Shares356.66K
TypeSH
Market value$7.92M
1.25%
Sole
0.00
Shared
356.66K
None
0.00

IONIS PHARMACEUTICALS INC

DFND
COM
Shares97.17K
TypeSH
Market value$7.70M
1.21%
Sole
0.00
Shared
97.17K
None
0.00

HARMONY BIOSCIENCES HLDGS IN

DFND
COM
Shares201.04K
TypeSH
Market value$7.32M
1.15%
Sole
0.00
Shared
201.04K
None
0.00

KRYSTAL BIOTECH INC

DFND
COM
Shares19.67K
TypeSH
Market value$7.31M
1.15%
Sole
0.00
Shared
19.67K
None
0.00

ANNEXON INC

DFND
COM
Shares1.24M
TypeSH
Market value$7.09M
1.12%
Sole
0.00
Shared
1.24M
None
0.00

CELCUITY INC

DFND
COM
Shares64.11K
TypeSH
Market value$6.71M
1.06%
Sole
0.00
Shared
64.11K
None
0.00

WARNER BROS DISCOVERY INC

DFND
COM SER A
Shares250K
TypeSH
Market value$6.67M
1.05%
Sole
0.00
Shared
250K
None
0.00
Page 1 of 2