EdgeMarket › What Armistice Capital, Llc reported owning

What Armistice Capital, Llc reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

5.6B

Positions

261

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
TVTX
Travere Therapeutics, Inc.
145.5M2.6%4.9M65.71+265.7%
PTCT
PTC THERAPEUTICS, INC.
141.3M2.5%2.1M69.82+42.9%
MDGL
MADRIGAL PHARMACEUTICALS, INC.
138.5M2.5%264.6K516.74+31.9%
SUPN
SUPERNUS PHARMACEUTICALS, INC.
98.0M1.7%1.9M45.85+7.4%
NBIX
NEUROCRINE BIOSCIENCES INC
95.4M1.7%724.0K152.57+14.5%
AGIO
AGIOS PHARMACEUTICALS, INC.
91.9M1.6%2.7M33.09-10.1%
IMVT
Immunovant, Inc.
88.6M1.6%3.6M44.37+199.4%
FRPT
Freshpet, Inc.
64.5M1.1%1.1M73.97+21.5%
INCY
INCYTE CORP
61.8M1.1%656.8K127.81+48.3%
DYN
Dyne Therapeutics, Inc.
57.6M1.0%3.2M26.10+118.0%
AMZN
AMAZON COM INC
54.6M1.0%262.1K258.63+15.6%
IRWD
IRONWOOD PHARMACEUTICALS INC
52.7M0.9%15.0M4.29+290.0%
CYTK
CYTOKINETICS INC
50.4M0.9%764.5K76.84+105.9%
HRMY
Harmony Biosciences Holdings, Inc.
45.5M0.8%1.6M38.15+4.1%
TMO
THERMO FISHER SCIENTIFIC INC.
45.0M0.8%91.5K629.27+27.2%
NKTR
NEKTAR THERAPEUTICS
41.6M0.7%578.0K74.02+174.7%
UNH
UNITEDHEALTH GROUP INC
40.0M0.7%148.0K390.11+30.1%
UBER
Uber Technologies, Inc
37.3M0.7%518.8K78.80-15.9%
IMCR
Immunocore Holdings plc
35.8M0.6%1.2M36.88+13.5%
XRAY
DENTSPLY SIRONA Inc.
34.8M0.6%3.0M10.92-23.4%
RIGL
RIGEL PHARMACEUTICALS INC
34.6M0.6%1.3M45.89+11.0%
IRON
Disc Medicine, Inc.
34.3M0.6%536.0K79.81+35.9%
GOOGL
Alphabet Inc.
34.1M0.6%118.5K344.82+73.0%
MLYS
Mineralys Therapeutics, Inc.
31.9M0.6%1.2M25.65+65.7%
HUBS
HUBSPOT INC
31.4M0.6%128.6K240.01-47.1%
AXGN
Axogen, Inc.
31.0M0.6%936.0K50.40+223.9%
OFIX
Orthofix Medical Inc.
31.0M0.6%2.7M10.01-31.1%
KURA
Kura Oncology, Inc.
30.4M0.5%3.7M11.89+68.7%
AVNS
AVANOS MEDICAL, INC.
28.0M0.5%2.0M24.99+106.4%
REGN
REGENERON PHARMACEUTICALS, INC.
27.9M0.5%36.1K834.04+41.1%
ALGN
ALIGN TECHNOLOGY INC
27.1M0.5%158.0K162.55+13.2%
MDB
MongoDB, Inc.
26.3M0.5%107.3K430.83+102.6%
BABA
Alibaba Group Holding Ltd
25.6M0.5%204.0K119.34-0.1%
MDLN
Medline Inc.
25.1M0.4%564.9K34.26
unmapped CUSIP 48349710324.9M0.4%1.2M
DDOG
Datadog, Inc.
24.6M0.4%208.6K235.62+83.4%
HUM
HUMANA INC
24.5M0.4%141.3K378.88+30.6%
S
SentinelOne, Inc.
24.4M0.4%1.9M21.19+26.6%
VSTM
Verastem, Inc.
24.3M0.4%4.6M6.89-17.2%
FIVN
Five9, Inc.
24.2M0.4%1.6M32.75+27.2%
ISRG
INTUITIVE SURGICAL INC
24.0M0.4%52.0K378.81-21.2%
GRFS
Grifols SA
24.0M0.4%3.0M8.00-21.2%
PENN
PENN Entertainment, Inc.
23.7M0.4%1.6M18.64-0.1%
SLDB
Solid Biosciences Inc.
23.0M0.4%3.2M9.30+64.3%
GTLB
Gitlab Inc.
22.3M0.4%1.0M41.67-4.6%
AUTL
Autolus Therapeutics plc
21.8M0.4%15.8M2.41+39.3%
ANGO
ANGIODYNAMICS INC
21.3M0.4%1.9M15.75+72.5%
ARVN
ARVINAS, INC.
21.0M0.4%2.0M9.37+31.9%
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
20.7M0.4%61.3K418.95+83.3%
ANRO
Alto Neuroscience, Inc.
20.5M0.4%912.0K34.28+899.4%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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