Longwood Capital Partners LLC

Longwood Capital Partners LLC is an institution, managing $96.8M across 28 long positions as of Q3 2025 with 86% Healthcare concentration and 76% concentrated in top 10 holdings.

Portfolio Value: $96.8M
Positions: 28
Top Holding: OCUL at 14.08%
Last Reported: Q3 2025

Top Holdings

Largest long holdings in Longwood Capital Partners LLC's portfolio (76% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Ocular Therapeutix OCUL	Biotechnology Healthcare	$13.6M	14.08%	+$1.8M Bought	0.67% 1.2M shares	Q4 2023 Held for 1y 11m
2 Cidara Therapeutics CDTX	Biotechnology Healthcare	$13.6M	14.01%	-$3.6M Sold	0.56% 141.5K shares	Q4 2024 Held for 11 months
3 Tourmaline Bio TRML	Biotechnology Healthcare	$12.8M	13.27%	-$728.5K Sold	1.04% 268.5K shares	Q4 2023 Held for 1y 11m
4 WHWK Whitehawk Therapeutics, Inc. Common Stock WHWK	Unknown Unknown	$6.5M	6.70%	—	7.24% 3.4M shares	Q1 2025 Held for 8 months
5 Insmed INSM	Biotechnology Healthcare	$5.6M	5.74%	+$219.2K Bought	0.02% 38.6K shares	Q4 2023 Held for 1y 11m
6 Bright Minds Biosciences DRUG	Biotechnology Healthcare	$5.1M	5.32%	+$2.2M Bought	1.20% 84.9K shares	Q4 2024 Held for 11 months
7 ARGX argenx ARGX	Unknown Unknown	$4.7M	4.86%	-$238.2K Sold	— 6.4K shares	Q4 2022 Held for 2y 11m
8 Amylyx Pharmaceuticals, Inc. AMLX	Biotechnology Healthcare	$4.5M	4.68%	+$4.5M New	0.31% 333.3K shares	Q3 2025 Held for 2 months
9 Terns Pharmaceuticals TERN	Biotechnology Healthcare	$3.8M	3.90%	+$292.4K Bought	0.57% 502.8K shares	Q3 2022 Held for 3y 2m
10 Jazz Pharmaceuticals JAZZ	Biotechnology Healthcare	$3.3M	3.42%	-$154.1K Sold	0.04% 25.1K shares	Q1 2025 Held for 8 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Longwood Capital Partners LLC's latest filing

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Market Value

$96.8M

Prior: $71.6M

Q/Q Change

+35.08%

+$25.1M

Net Flows % of MV

-10.59%

New Purchases

5 stocks

$9.5M

Added To

5 stocks

+$4.6M

Sold Out Of

8 stocks

$13.2M

Reduced Holdings

13 stocks

-$11.1M

Increased Positions

Position	Shares Δ	Change
1 Amylyx Pharmaceuticals, Inc. AMLX	New	0 → 333.3K +$4.5M
2 Compass Therapeutics, Inc. CMPX	New	0 → 840.1K +$2.9M
3 Dianthus Therapeutics DNTH	New	0 → 25.0K +$983.8K
4 Inhibrx Biosciences, Inc. INBX	New	0 → 16.4K +$551.6K
5 LBRX LB Pharmaceuticals Inc Common Stock LBRX	New	0 → 30.0K +$473.7K

Decreased Positions

Position	Shares Δ	Change
1 Soleno Therapeutics SLNO	Sold	63.4K → 0 −$5.3M
2 Trevi Therapeutics, Inc. TRVI	Sold	493.7K → 0 −$2.7M
3 HLXB Helix Acquisition Corp. II HLXB	Sold	187.3K → 0 −$2.0M
4 Akero Therapeutics AKRO	Sold	19.8K → 0 −$1.1M
5 Liquidia Corporation LQDA	Sold	75.9K → 0 −$945.4K