Patient Square Capital LP has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists 23 distinct positions held by the firm, with the largest position being in Roivant Sciences Ltd. According to the information table provided in the filing, Patient Square Capital holds 7,710,928 shares of Roivant Sciences, which represents the sole ownership of the position.
The second-largest holding in the portfolio is Allogene Therapeutics Inc., for which the firm holds 4,550,000 shares. Other significant positions include Arcus Biosciences Inc., with 4,100,000 shares, and Zentalis Pharmaceuticals Inc., with 2,007,485 shares. The filing also lists a substantial position in Revolutions Medicines Inc., with 196,000 shares.
The portfolio consists of a mix of companies across various sectors, including biotechnology and pharmaceuticals. Notable holdings include Biontech SE, with 105,421 shares; Kymera Therapeutics Inc., with 84,000 shares; and Inventa SA ADS, with 1,221,225 shares. The filing indicates that Patient Square Capital holds these positions as sole owners, with no shared voting or investment power.
