Free · no sign-up · Q2 2026

Which funds own TVTX

Travere Therapeutics Inc in the Q2 2026 filings. At least 3 of the 91 current managers on file reported a position, worth $749m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went the other way: 6 managers trimmed or sold out against 1 buying.

Managers holding: 3; at least, of 91 current
Combined value: $749m; as reported
Opened: 1; new this quarter
Added to: 0; already held
Trimmed or sold out: 6; 4 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Janus Henderson Group Ltd Long-only · $245bn book	$643m	0.3%	11,324,191	+$304m-95,395	Trimmed
Renaissance Technologies LLC Quantitative · $72.6bn book	$104m	0.1%	1,833,079	+$46m-133,700	Trimmed
Polen Capital Management LLC Long-only · $11.6bn book	$1.9m	0.0%	34,315	opened34,315	New

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

D. E. Shaw & Co. · Quantitative$48m held before
Janus Henderson Group Ltd · Long-only$6.0m held before
PDT Partners LLC · Quantitative$1.8m held before
Farallon Capital Management LLC · Long/short equity$400k held before

Ownership through time

At least 7 of the 95 managers whose filings are on file listed TVTX in Q2 2026, against 5 in Q4 2020. 3 managers more than in Q1 2026: 1 started a position; 4 listed it again; 2 sold out, by their own filings.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Polen Capital Management LLC$1.9m

Largest increases, by shares

Polen Capital Management LLCnew: 34,315 shares+$1.9m

Largest decreases, by shares

Renaissance Technologies LLC1,966,779 to 1,833,079 shares-$7.6m
Janus Henderson Group Ltd11,419,586 to 11,324,191 shares-$5.4m

Left it

PDT Partners LLCwas $1.8m
Farallon Capital Management LLCwas $357k

Manager	First listed	Largest	Q2 2026
Janus Henderson Group Ltd	Q4 2020	$643m	$643m
Renaissance Technologies LLC	Q4 2020	$104m	$104m
Two Sigma Investments LP	Q4 2025	$89m	$89m
Marshall Wace LLP	Q2 2026	$76m	$76m
Woodline Partners LP	Q3 2021	$61m	$14m
ExodusPoint Capital Management LP	Q4 2022	$6.1m	$5.5m
Polen Capital Management LLC	Q2 2026	$1.9m	$1.9m
Viking Global Investors LP	Q4 2024	$51m	last listed Q1 2025
Point72 Asset Management LP	Q4 2020	$40m	last listed Q2 2023
Voloridge Investment Management LLC	Q4 2024	$33m	last listed Q4 2025
Two Sigma Advisers LP	Q1 2023	$28m	last listed Q4 2025
Walleye Capital LLC	Q4 2021	$11m	last listed Q2 2023
Farallon Capital Management LLC	Q3 2023	$9.8m	last listed Q1 2026
Hudson Bay Capital Management LP	Q2 2023	$6.8m	last listed Q2 2023
PDT Partners LLC	Q4 2020	$6.7m	last listed Q1 2026
Schonfeld Strategic Advisors LLC	Q4 2020	$6.6m	last listed Q4 2023
Moore Capital Management LP	Q1 2022	$4.7m	last listed Q1 2023

What TVTX is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around TVTX →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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The holdings, every quarter, and the week between

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