Jones Hill Capital LP

Q3 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
33
Total value ($000)
$589,170
Net value change ($000)
+118,811 (25.3%)
New positions
19
Sold out positions
15
Turnover %
96.8%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 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)
BCRX 59,004 NEW
TVTX 56,503 NEW
INDV 54,732 NEW
CELC 30,448 NEW
IONS 26,782 NEW
SUPN 25,897 NEW
NUVB 25,127 NEW
VERA 21,060 NEW
ABVX 14,116 NEW
NBIX 11,833 NEW
Top Reduces (Value $000, Stocks/ETFs)
GILD -43,340 -100.0%
ARQT -28,572 -100.0%
MDGL -28,214 -100.0%
XENE -22,206 -100.0%
ANIP -19,355 -100.0%
AMLX -16,057 -100.0%
NUVL -12,158 -100.0%
BMRN -11,604 -14.2%
IMMUNIC INC -8,297 -100.0%
ORIC -8,093 -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