TRAILS EDGE CAPITAL PARTNERS, LP

PrivateCIK: 2077247
Location

ATLANTA, GA

35
Positions
$629.91M
Total AUM (reported)
48.72M
Total Shares

Allocation by class

TOTAL AUM$629.91M35 positions
COM$306.52M48.7%
COM NEW$106.06M16.8%
COM SHS$56.76M9.0%
ADS$43.80M7.0%
ORD SHS$30.46M4.8%
COM PAR $.01$24.56M3.9%
COMMON STOCK$21.69M3.4%

Portfolio Concentration

Top 319.3%4–1031.1%11–2539.5%Rest10.2%TOP 1050.3%0%100%
Top 3$121.35M19.3%
4–10$195.61M31.1%
11–25$248.58M39.5%
Rest$64.37M10.2%

Top 3 weight

19.3%

Top 10 weight

50.3%

Voting Authority Distribution

Total shares with voting rights: 48.72M

Sole

Full voting authority

48.72M

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)

Sole35
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings35
Rows:

LB PHARMACEUTICALS INC

SOLE
COM SHS
Shares1.52M
TypeSH
Market value$49.43M
7.85%
Sole
1.52M
Shared
0.00
None
0.00

NURIX THERAPEUTICS INC

SOLE
COM
Shares1.57M
TypeSH
Market value$38.17M
6.06%
Sole
1.57M
Shared
0.00
None
0.00

IMMUNOCORE HLDGS PLC

SOLE
ADS
Shares1.06M
TypeSH
Market value$33.76M
5.36%
Sole
1.06M
Shared
0.00
None
0.00

FIRST TRACKS BIOTHERAPEUTICS

SOLE
ORD SHS
Shares1.51M
TypeSH
Market value$30.46M
4.84%
Sole
1.51M
Shared
0.00
None
0.00

4D MOLECULAR THERAPEUTICS IN

SOLE
COM
Shares2.23M
TypeSH
Market value$29.63M
4.70%
Sole
2.23M
Shared
0.00
None
0.00

BIOMARIN PHARMACEUTICAL INC

SOLE
COM
Shares512K
TypeSH
Market value$29.30M
4.65%
Sole
512K
Shared
0.00
None
0.00

DESIGN THERAPEUTICS INC

SOLE
COM
Shares2M
TypeSH
Market value$28.96M
4.60%
Sole
2M
Shared
0.00
None
0.00

XENON PHARMACEUTICALS INC

SOLE
COM
Shares440K
TypeSH
Market value$26.56M
4.22%
Sole
440K
Shared
0.00
None
0.00

MIRUM PHARMACEUTICALS INC

SOLE
COM
Shares223.31K
TypeSH
Market value$26.14M
4.15%
Sole
223.31K
Shared
0.00
None
0.00

INSMED INC

SOLE
COM PAR $.01
Shares230.33K
TypeSH
Market value$24.56M
3.90%
Sole
230.33K
Shared
0.00
None
0.00

CYTOKINETICS INC

SOLE
COM NEW
Shares288.09K
TypeSH
Market value$24.54M
3.90%
Sole
288.09K
Shared
0.00
None
0.00

SYNDAX PHARMACEUTICALS INC

SOLE
COM
Shares1.11M
TypeSH
Market value$24.26M
3.85%
Sole
1.11M
Shared
0.00
None
0.00

NEUROGENE INC

SOLE
COM
Shares714.88K
TypeSH
Market value$22.48M
3.57%
Sole
714.88K
Shared
0.00
None
0.00

KAILERA THERAPEUTICS INC

SOLE
COMMON STOCK
Shares984.79K
TypeSH
Market value$21.69M
3.44%
Sole
984.79K
Shared
0.00
None
0.00

REVOLUTION MEDICINES INC

SOLE
COM
Shares115.75K
TypeSH
Market value$21.68M
3.44%
Sole
115.75K
Shared
0.00
None
0.00

INHIBIKASE THERAPEUTICS INC

SOLE
COM NEW
Shares9.05M
TypeSH
Market value$18.37M
2.92%
Sole
9.05M
Shared
0.00
None
0.00

INCYTE CORP

SOLE
COM
Shares155K
TypeSH
Market value$17.57M
2.79%
Sole
155K
Shared
0.00
None
0.00

AVALO THERAPEUTICS INC

SOLE
COM NEW
Shares891.88K
TypeSH
Market value$16.48M
2.62%
Sole
891.88K
Shared
0.00
None
0.00

MOONLAKE IMMUNOTHERAPEUTICS

SOLE
CLASS A ORD
Shares750K
TypeSH
Market value$14.60M
2.32%
Sole
750K
Shared
0.00
None
0.00

FAETH THERAPEUTICS INC

SOLE
COM NEW
Shares515.34K
TypeSH
Market value$12.88M
2.05%
Sole
515.34K
Shared
0.00
None
0.00

X4 PHARMACEUTICALS INC

SOLE
COM NEW
Shares2.57M
TypeSH
Market value$12.01M
1.91%
Sole
2.57M
Shared
0.00
None
0.00

OPUS GENETICS INC

SOLE
COM
Shares2.74M
TypeSH
Market value$11.28M
1.79%
Sole
2.74M
Shared
0.00
None
0.00

SOL-GEL TECHNOLOGIES LTD

SOLE
SHS NEW
Shares139.44K
TypeSH
Market value$10.34M
1.64%
Sole
139.44K
Shared
0.00
None
0.00

AURA BIOSCIENCES INC

SOLE
COM
Shares1.44M
TypeSH
Market value$10.25M
1.63%
Sole
1.44M
Shared
0.00
None
0.00

CENTURY THERAPEUTICS INC

SOLE
COM
Shares4.13M
TypeSH
Market value$10.13M
1.61%
Sole
4.13M
Shared
0.00
None
0.00
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