Q2 2026 13F · SEC CIK 1782539

Nan Fung Group Holdings Ltd

Investment managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $131.5M
Reported positions: 25
Top holdings a year, 3 yrs: +23.4%
Average holding period: 1.5 yrs

Nan Fung Group Holdings Ltd is an investment manager that reported 25 positions worth $131.5M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Maplight Therapeutics Inc (MPLT, 26.5%), LB Pharmaceuticals, Inc. (LBRX, 15.6%), Evommune Inc (EVMN, 14.6%). A portfolio copying its top holdings returned 23.4% a year over the last 3 years, against 20.4% for the S&P 500.

Nan Fung Group Holdings Ltd holdings all 25 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Nan Fung Group Holdings Ltd 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MPLTMaplight Therapeutics Inc	26.5%	16.3%	971,253	+0.0%	$34.8M
LBRXLB Pharmaceuticals, Inc.	15.6%	12.8%	630,657	+0.0%	$20.5M
EVMNEvommune Inc	14.6%	27.3%	1,441,032	+0.0%	$19.2M
23256X407Cybin Inc	5.0%	1.8%	987,222	+114.6%	$6.5M
INCYIncyte Corp	4.6%	4.2%	53,742	+0.0%	$6.1M
RYTMRhythm Pharmaceuticals Inc	4.1%	3.5%	49,120	+0.0%	$5.5M
ONCBeone Medicines Ltd	3.4%	3.9%	15,722	+0.0%	$4.5M
OCSOculis Holding AG	3.2%	7.7%	300,565	-14.3%	$4.2M
ASNDAscendis Pharma A/s	2.8%	New	13,600	—	$3.6M
RVMDRevolution Medicines Inc	2.7%	1.5%	19,253	+0.0%	$3.6M
KYMRKymera Therapeutics Inc	2.7%	2.1%	30,875	+0.0%	$3.5M
MDGLMadrigal Pharmaceuticals Inc	2.3%	2.4%	5,672	+0.0%	$3.0M
CELCCelcuity Inc	2.3%	2.7%	28,300	+0.0%	$3.0M
ACADAcadia Pharmaceuticals Inc	2.0%	1.9%	102,984	+0.0%	$2.6M
ARGNFArgenx SE	2.0%	1.7%	2,800	+0.0%	$2.6M
RXRXRecursion Pharmaceuticals Inc Cl A	1.7%	1.5%	595,287	+0.0%	$2.2M
PCORProcore Technologies Inc	1.6%	2.5%	53,299	+0.0%	$2.2M
HRMYHarmony Biosciences Holdings I	0.7%	0.6%	27,049	+0.0%	$985K
INSMInsmed Inc	0.5%	0.9%	6,580	+0.0%	$702K
46438R105Ishares Ethereum Tr	0.5%	0.7%	50,549	+0.0%	$601K
IBITIshares Bitcoin Trust ETF	0.4%	0.5%	15,968	+0.0%	$532K
CHYMChime Financial Inc	0.3%	New	21,075	—	$432K
RANIRani Therapeutics Holdings Inc	0.3%	0.3%	493,584	+0.0%	$375K
TRDAEntrada Therapeutics Inc	0.3%	0.5%	49,082	+0.0%	$361K
BOLTBolt Biotherapeutics Inc	0.0%	0.1%	5,000	-82.9%	$19K

What Nan Fung Group Holdings Ltd bought and sold in Q2 2026, against Q1 2026.

New positions

ASND Ascendis Pharma A/s2.8% of 13F
CHYM Chime Financial Inc0.3% of 13F

Added to

Cybin Inc+114.6% shares

Reduced

BOLT Bolt Biotherapeutics Inc-82.9% shares
OCS Oculis Holding AG-14.3% shares

Sold out

Ascendis Pharma A/swas 2.6%

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +13.1% /yr; S&P 500 +20.1%
3 years: +23.4% /yr; S&P 500 +20.4%
5 years: +18.7% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$131.5M	25
Q1 2026	$121.3M	24
Q4 2025	$111.7M	27
Q3 2025	$59.6M	24
Q2 2025	$63.4M	20
Q1 2025	$122.6M	35
Q4 2024	$116.9M	35
Q3 2024	$116.1M	38
Q2 2024	$93.7M	44
Q1 2024	$107.9M	45
Q4 2023	$160.6M	39
Q3 2023	$123.5M	39

Questions about Nan Fung Group Holdings Ltd's portfolio

What stocks does Nan Fung Group Holdings Ltd own?

Nan Fung Group Holdings Ltd's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 25 positions worth $131.5M. The largest are Maplight Therapeutics Inc (MPLT) at 26.5%, LB Pharmaceuticals, Inc. (LBRX) at 15.6%, Evommune Inc (EVMN) at 14.6%, Cybin Inc at 5.0% and Incyte Corp (INCY) at 4.6%.

What did Nan Fung Group Holdings Ltd buy last quarter?

In Q2 2026, Nan Fung Group Holdings Ltd added a new position in Ascendis Pharma A/s (ASND), a new position in Chime Financial Inc (CHYM) and Cybin Inc (+114.6% shares), compared with its Q1 2026 filing.

What did Nan Fung Group Holdings Ltd sell last quarter?

In Q2 2026, Nan Fung Group Holdings Ltd sold all of Ascendis Pharma A/s, Bolt Biotherapeutics Inc (BOLT) (-82.9% shares) and Oculis Holding AG (OCS) (-14.3% shares), compared with its Q1 2026 filing.

How has Nan Fung Group Holdings Ltd's portfolio performed?

A portfolio copying Nan Fung Group Holdings Ltd's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.1% against +20.1%. Over 5 years: +18.7% a year against +16.8%.

When is Nan Fung Group Holdings Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. Nan Fung Group Holdings Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.