DOSSIER · 13F-HR · Q2 2026

EQT Fund Management S.a r.l.

$863M in tracked AUM across 5 positions as of Q2 2026.

EF
CIK 0001834239 · last filed Jun 30, 2026
Total AUM
$863M
as of Q2 2026
Holdings
5
positions
Whale Score
73
73
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

The SEC 13F filing for EQT Fund Management S.a r.l. reveals a highly concentrated portfolio that has undergone a radical transformation. As of the report date September 30, 2025, the total portfolio value stands at approximately $919.79 million, representing a massive increase of 130.5% from the previous reporting period of 2022-09-30, where the portfolio was valued at $398.97 million.

The portfolio is exceptionally non-diversified, consisting of only three holdings...

Key Holdings

The portfolio is dominated by a single "mega-position," with the remaining two positions playing much smaller roles.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
WAY
WAYSTAR HLDG CORP
$511M24.9M59.2%
02
N69605108
PHARVARIS N V
$118M3.4M13.7%
03
H5870P102
OCULIS HOLDING AG
$96M7.0M11.2%
04
EVMN
EVOMMUNE INC
$70M5.3M8.1%
05
AGMB
AGOMAB THERAPEUTICS NV
$67M5.1M7.7%

Filing history

2026Q2Jun 30
$863M 15.5%
5 positionsView →
2026Q1Mar 31
$1.0B 8.2%
5 positionsView →
2025Q4Dec 31
$1.1B 20.9%
4 positionsView →
2025Q3Sep 30
$920M
3 positionsView →
2023Q3Sep 30
$0
0 positionsLocked
2023Q2Jun 30
$0
0 positionsLocked
2023Q1Mar 31
$0
0 positionsLocked
2022Q4Dec 31
$0 100.0%
0 positionsLocked
2022Q3Sep 30
$399M 48.5%
2 positionsLocked
2022Q2Jun 30
$775M
2 positionsLocked