Arquitos
ABVX · Medicine & biotech

Abivax

Develops a pill for ulcerative colitis, a painful gut disease.
New: first time

What the manager says

In short: Gut-disease drug maker; safety fears faded and manager expects a takeover above $200 a share.

The numbers

Share of the fund
10.0%
$10 of every $100
Named in
Q2 2026 letter
More about Abivax
This fund doesn’t file the government report, so share counts aren’t public.
Read the letter
Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works