TRAILS EDGE CAPITAL PARTNERS, LP

PrivateCIK: 2077247
Location

ATLANTA, GA

26
Positions
$436.53M
Total AUM (reported)
33.27M
Total Shares

Allocation by class

TOTAL AUM$436.53M26 positions
COM$260.01M59.6%
COM SHS$72.46M16.6%
COM NEW$56.42M12.9%
ADS$35.33M8.1%
SHS NEW$6.77M1.6%
CL A NEW$5.54M1.3%

Portfolio Concentration

Top 324.9%4–1040.6%11–2534.0%Rest0.5%TOP 1065.5%0%100%
Top 3$108.56M24.9%
4–10$177.16M40.6%
11–25$148.53M34.0%
Rest$2.27M0.5%

Top 3 weight

24.9%

Top 10 weight

65.5%

Voting Authority Distribution

Total shares with voting rights: 33.27M

Sole

Full voting authority

33.27M

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)

Sole26
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:

VAXCYTE INC

SOLE
COM
Shares662.47K
TypeSH
Market value$38.50M
8.82%
Sole
662.47K
Shared
0.00
None
0.00

XENON PHARMACEUTICALS INC

SOLE
COM
Shares640K
TypeSH
Market value$37.22M
8.53%
Sole
640K
Shared
0.00
None
0.00

DEFINIUM THERAPEUTICS INC

SOLE
COM SHS
Shares1.74M
TypeSH
Market value$32.85M
7.53%
Sole
1.74M
Shared
0.00
None
0.00

LB PHARMACEUTICALS INC

SOLE
COM SHS
Shares1.32M
TypeSH
Market value$32.54M
7.45%
Sole
1.32M
Shared
0.00
None
0.00

MIRUM PHARMACEUTICALS INC

SOLE
COM
Shares333.31K
TypeSH
Market value$30.79M
7.05%
Sole
333.31K
Shared
0.00
None
0.00

NURIX THERAPEUTICS INC

SOLE
COM
Shares1.74M
TypeSH
Market value$27.02M
6.19%
Sole
1.74M
Shared
0.00
None
0.00

REVOLUTION MEDICINES INC

SOLE
COM
Shares245K
TypeSH
Market value$23.83M
5.46%
Sole
245K
Shared
0.00
None
0.00

ARCUS BIOSCIENCES INC

SOLE
COM
Shares1.05M
TypeSH
Market value$22.64M
5.19%
Sole
1.05M
Shared
0.00
None
0.00

IMMUNOCORE HLDGS PLC

SOLE
ADS
Shares682.60K
TypeSH
Market value$20.58M
4.71%
Sole
682.60K
Shared
0.00
None
0.00

CYTOKINETICS INC

SOLE
COM NEW
Shares300K
TypeSH
Market value$19.77M
4.53%
Sole
300K
Shared
0.00
None
0.00

SYNDAX PHARMACEUTICALS INC

SOLE
COM
Shares701.82K
TypeSH
Market value$16.39M
3.76%
Sole
701.82K
Shared
0.00
None
0.00

NEUROGENE INC

SOLE
COM
Shares782.79K
TypeSH
Market value$15.78M
3.62%
Sole
782.79K
Shared
0.00
None
0.00

INVENTIVA SA

SOLE
ADS
Shares2.66M
TypeSH
Market value$14.75M
3.38%
Sole
2.66M
Shared
0.00
None
0.00

INHIBIKASE THERAPEUTICS INC

SOLE
COM NEW
Shares8.06M
TypeSH
Market value$13.54M
3.10%
Sole
8.06M
Shared
0.00
None
0.00

4D MOLECULAR THERAPEUTICS IN

SOLE
COM
Shares1.30M
TypeSH
Market value$12.13M
2.78%
Sole
1.30M
Shared
0.00
None
0.00

X4 PHARMACEUTICALS INC

SOLE
COM NEW
Shares2.57M
TypeSH
Market value$10.62M
2.43%
Sole
2.57M
Shared
0.00
None
0.00

IMMUNOVANT INC

SOLE
COM
Shares414.05K
TypeSH
Market value$10.29M
2.36%
Sole
414.05K
Shared
0.00
None
0.00

DESIGN THERAPEUTICS INC

SOLE
COM
Shares852.01K
TypeSH
Market value$9.07M
2.08%
Sole
852.01K
Shared
0.00
None
0.00

CAMP4 THERAPEUTICS CORP

SOLE
COM
Shares1.94M
TypeSH
Market value$8.55M
1.96%
Sole
1.94M
Shared
0.00
None
0.00

MINERVA NEUROSCIENCES INC

SOLE
COM NEW
Shares1.42M
TypeSH
Market value$8.55M
1.96%
Sole
1.42M
Shared
0.00
None
0.00

PROMIS NEUROSCIENCES INC

SOLE
COM SHS
Shares557.10K
TypeSH
Market value$7.08M
1.62%
Sole
557.10K
Shared
0.00
None
0.00

SOL-GEL TECHNOLOGIES LTD

SOLE
SHS NEW
Shares85.50K
TypeSH
Market value$6.77M
1.55%
Sole
85.50K
Shared
0.00
None
0.00

CENTURY THERAPEUTICS INC

SOLE
COM
Shares2.45M
TypeSH
Market value$5.54M
1.27%
Sole
2.45M
Shared
0.00
None
0.00

VTV THERAPEUTICS INC

SOLE
CL A NEW
Shares139.58K
TypeSH
Market value$5.54M
1.27%
Sole
139.58K
Shared
0.00
None
0.00

SENSEI BIOTHERAPEUTICS INC

SOLE
COM NEW
Shares125K
TypeSH
Market value$3.94M
0.90%
Sole
125K
Shared
0.00
None
0.00
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