Picton Mahoney Asset Management

Source: SEC Form 13F · as of Mar 2026

Picton Mahoney Asset Management holds 64 biotech & pharma companies tracked by BioSniper, totaling $364.3M in value as of Mar 2026 (SEC Form 13F).

Companies held

64

Total value held

$364.3M

CompanySharesValue
TEVATeva Pharmaceutical Industries Limited1,810,218$54.5M
LLYELI LILLY & Co32,987$30.3M
CAHCardinal Health Inc.129,134$27.3M
GHGuardant Health Inc.249,991$23.1M
ACLXArcellx, Inc.195,000$22.4M
IQVIQVIA Holdings Inc.120,005$20.5M
FOLDAMICUS THERAPEUTICS, INC.1,330,842$19.2M
ELANElanco Animal Health Inc698,688$16.7M
CRLCHARLES RIVER LABORATORIES INTERNATIONAL, INC.95,396$16.5M
MRKMerck & Co., Inc.135,203$16.3M
ABBVAbbVie Inc.62,704$13.6M
JNJJOHNSON & JOHNSON51,397$12.6M
REGNREGENERON PHARMACEUTICALS, INC.15,408$11.9M
GILDGILEAD SCIENCES, INC.71,232$9.9M
CCXIChemoCentryx, Inc.750,000$7.6M
ALHCAlignment Healthcare Inc.401,849$7.1M
MIRMMirum Pharmaceuticals, Inc.74,118$6.8M
ZYMEZymeworks Inc.256,690$6.4M
APLSApellis Pharmaceuticals, Inc.150,000$6.0M
TERNTerns Pharmaceuticals, Inc.100,000$5.3M
CAICaris Life Sciences Inc.278,977$5.0M
CGONCG Oncology, Inc.67,404$4.6M
RYTMRHYTHM PHARMACEUTICALS, INC.50,372$4.4M
PTCTPTC THERAPEUTICS, INC.53,328$3.6M
MEDPMedpace Holdings Inc.5,092$2.4M
AZNASTRAZENECA PLC11,218$2.2M
GMOptec International, Inc.27,771$2.1M
DGXQuest Diagnostics Incorporated8,030$1.6M
CMIIUColumbus Circle Capital Corp II Unit100,000$999K
BHCBausch Health Companies Inc.181,539$982K
CORCencora Inc.1,606$505K
BMYBRISTOL MYERS SQUIBB CO7,074$429K
MCKMcKesson Corporation456$395K
IDXXIDEXX LABORATORIES INC /DE694$390K
PMPhilip Morris International Inc2,316$383K
DVADaVita Inc.1,006$155K
SNYSanofi170,000$78K
PTGXProtagonist Therapeutics, Inc25$3K
LGNDLigand Pharmaceuticals Incorporated11$2K
JAZZJazz Pharmaceuticals plc11$2K
RPRXRoyalty Pharma plc41$2K
PBIPROVENTION BIO, INC.169$2K
SUPNSUPERNUS PHARMACEUTICALS, INC.36$2K
UTHRUNITED THERAPEUTICS Corp3$2K
INCYIncyte Corp.18$2K
ANIPANI PHARMACEUTICALS INC20$2K
ALKSAlkermes plc.42$1K
CPRXCATALYST PHARMACEUTICALS, INC.55$1K
INVAInnoviva, Inc.57$1K
VTRSViatris Inc96$1K
CORTCORCEPT THERAPEUTICS INC32$1K
HALOHALOZYME THERAPEUTICS, INC.19$1K
NBIXNEUROCRINE BIOSCIENCES INC9$1K
COLLCOLLEGIUM PHARMACEUTICAL, INC31$1K
PBHPrestige Consumer Healthcare Inc.15$889
HRMYHarmony Biosciences Holdings, Inc.30$840
PGNYProgyny Inc.48$815
VCELVericel Corp25$804
AVNSAvanos Medical Inc.48$672
ELVElevance Health Inc.2$586
ADMAADMA BIOLOGICS, INC.64$577
AMPHAmphastar Pharmaceuticals, Inc.24$470
OGNOrganon & Co.55$329
MYGNMYRIAD GENETICS INC43$194

13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.

    Picton Mahoney Asset Management — Biotech 13F Holdings & Portfolio | BioSniper