Medicxi Ventures Management (Jersey) Ltd
Portfolio value QoQ: -81.9% 13F does not disclose cash
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $0 · sells $808,713,848
Median holding: 5.5 quarters Tracked Q1 2025–Q2 2026 · 50.0% still held
Performance vs S&P 500
Annualized: +116.5% · S&P 500: +28.7%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Sector breakdown
Full portfolio 3 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| PHAT | $80,990,606 | 45.65% | 7,464,572 | $-1,940,789 | |||
| NAMS | $74,850,776 | 42.19% | 2,208,639 | $-10,749,790 | Down ×2 | ||
| AURA | $21,583,233 | 12.16% | 3,039,892 | $1,246,356 | |||
| No matches | |||||||
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| CNTA | June 30, 2026 | 19,963,157 | $792,936,596 | No longer tracked |
| RAPT | March 31, 2026 | 2,794,000 | $94,632,780 | No longer tracked |