13F Insight
DOSSIER · 13F-HR · Q1 2026

Medicxi Ventures Management (Jersey) Ltd

$982M in tracked AUM across 4 positions as of Q1 2026.

MV
CIK 0001715579 · last filed Mar 31, 2026
Total AUM
$982M
as of Q1 2026
Holdings
4
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Medicxi Ventures Management (Jersey) Ltd
Portfolio Overview

Medicxi Ventures Management (Jersey) Ltd reported a substantial expansion in its 13F portfolio for the period ending December 31, 2025. The total portfolio value surged by 343.5%, increasing from $188.25 million to $834.98 million in a single quarter. This dramatic growth is indicative of a significant capital deployment strategy rather than mere market appreciation. The portfo...

Key Holdings

The portfolio is dominated by Centessa Pharmaceuticals PLC, which constitutes a massive 59.80% of the total value. This position, valued at $499.28 million (19.96 million shares), represents a new and overwhelming bet on the company. Given Medicxi's background as a healthcare-focused investment firm, this suggests a deep belief in Centessa's pipeline or commercial potential.

The remaining positions are significantly smaller in comparison but still represent substantial capital commitments:

  • Phathom Pharmaceuticals Inc ($123.84M, 14.83%): The second-largest holding, indicating continued confidence in this gastrointestinal therapeutics company.
  • NewAmsterdam Pharma Company ($100.66M, 12.06%): A cardiovascular focused biopharma, maintaining a double-digit weighting.
  • Rapt Therapeutics Inc ($94.63M, 11.33%): A new position in an immunology-based biopharma company.
  • Aura Biosciences Inc ($16.57M, 1.98%): A minor position relative to the rest of the portfolio, focused on ophthalmologic oncology.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
CNTA
CENTESSA PHARMACEUTICALS PLC
$793M20.0M80.8%02
N62509109
NEWAMSTERDAM PHARMA COMPANY
$86M2.7M8.7%03
PHAT
PHATHOM PHARMACEUTICALS INC
$83M7.5M8.4%04
AURA
AURA BIOSCIENCES INC
$20M3.0M2.1%

Filing history

2026Q1Mar 31
$982M▲ 17.6%
4 positionsView →2025Q4Dec 31
$835M▲ 343.5%
5 positionsView →2025Q3Sep 30
$188M▼ 55.9%
3 positionsView →2025Q2Jun 30
$427M▲ 246.4%
5 positionsLocked2025Q1Mar 31
$123M▼ 76.7%
3 positionsLocked2024Q4Dec 31
$529M▲ 0.0%
5 positionsLocked2024Q3Sep 30
$529M▲ 57.8%
4 positionsLocked2024Q2Jun 30
$335M▼ 25.4%
4 positionsLocked2024Q1Mar 31
$449M▲ 51.6%
5 positionsLocked2023Q4Dec 31
$296M▼ 5.4%
5 positionsLocked2023Q3Sep 30
$313M▼ 12.2%
6 positionsLocked2023Q2Jun 30
$357M▲ 52.9%
6 positionsLocked
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