Jones Hill Capital LP

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
29
Total value ($000)
$470,359
Net value change ($000)
+3,888 (0.8%)
New positions
15
Sold out positions
12
Turnover %
77.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GILD 43,340 NEW
ARQT 28,572 NEW
MDGL 28,214 NEW
RLMD 22,907 960.1%
XENE 22,206 NEW
TRVI 20,560 465.6%
PHVS 18,723 396.8%
IMCR 16,283 NEW
INSM 13,048 NEW
BMRN 10,265 14.3%
Top Reduces (Value $000, Stocks/ETFs)
VRTX -42,971 -88.6%
PCVX -37,471 -100.0%
TERN -27,480 -100.0%
RARE -24,418 -100.0%
ELVN -20,717 -89.1%
ARGX -18,983 -100.0%
NUVL -18,662 -60.6%
CAPR -17,508 -63.3%
FULC -13,591 -100.0%
NUVB -10,223 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type