Wilmot Harkey's portfolio
In the Q2 2026 13F, filed August 14, 2026, Nantahala Capital Management reported 131 US stock positions worth $1.7B. The largest was Bancorp (TBBK) at 4.7% of the portfolio. New positions: ADMA Biologics (ADMA), Vor Biopharma (VOR) and Planet Fitness (PLNT). Added to: Avalo Therapeutics (AVTX) and Abeona Therapeutics (ABEO). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
- ADMA BiologicsADMA$20M
- Vor BiopharmaVOR$16M
- Planet FitnessPLNT$15M
- Amanat AcquisitionAMAN$12M
- Inspire Medical SystemsINSP$12M
- Inventiva SaIVA$10M
- Perspective TherapeuticsCATX$8M
- Irenic AcquisitionIACQ$8M
- Eloxx PharmaceuticalsELOX$6M
- First Tracks BiotherapeuticsTRAX$5M
Added to
- Avalo TherapeuticsAVTX$34M
- Abeona TherapeuticsABEO$32M
- Jacktel ASJACK$27M
- ImaxIMAX$26M
- FossilFOSL$23M
- Aura BiosciencesAURA$21M
- AgomAb TherapeuticsAGMB$20M
- Fulcrum TherapeuticsFULC$20M
- Benitec BiopharmaBNTC$20M
- MimedxMDXG$18M
Trimmed
- BancorpTBBK$78M
- BioventusBVS$57M
- Hilton Grand VacationsHGV$54M
- SavaraSVRA$43M
- Amneal PharmaceuticalsAMRX$39M
- EvolusEOLS$39M
- Anteris Technologies GlobalAVR$33M
- Peloton InteractivePTON$30M
- GogoGOGO$27M
- Zevra TherapeuticsZVRA$26M
Sold out
None this quarter.
Holdings
131 US-listed positions in the Q2 2026 13F, largest first (top 50 shown; all of them in Investingly).
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| BancorpTBBK | 4.71% | $78M | 1,239,887 | Trimmed |
| BioventusBVS | 3.43% | $57M | 6,000,279 | Trimmed |
| Hilton Grand VacationsHGV | 3.28% | $54M | 1,033,170 | Trimmed |
| SavaraSVRA | 2.60% | $43M | 6,976,810 | Trimmed |
| Eton PharmaceuticalsETON | 2.58% | $43M | 1,175,951 | Held |
| Amneal PharmaceuticalsAMRX | 2.38% | $39M | 2,268,751 | Trimmed |
| EvolusEOLS | 2.35% | $39M | 5,602,021 | Trimmed |
| Avalo TherapeuticsAVTX | 2.08% | $34M | 1,862,250 | Added |
| LB PharmaceuticalsLBRX | 2.07% | $34M | 1,052,894 | Held |
| Anteris Technologies GlobalAVR | 2.02% | $33M | 3,383,335 | Trimmed |
| Abeona TherapeuticsABEO | 1.92% | $32M | 5,136,490 | Added |
| Peloton InteractivePTON | 1.83% | $30M | 5,108,995 | Trimmed |
| Establishment Labs Hldgs | 1.75% | $29M | 335,830 | Held |
| Xtant MedicalXTNT | 1.74% | $29M | 68,394,000 | Held |
| Jacktel ASJACK | 1.66% | $27M | 1,728,659 | Added |
| GogoGOGO | 1.63% | $27M | 8,697,731 | Trimmed |
| ImaxIMAX | 1.59% | $26M | 658,009 | Added |
| Zevra TherapeuticsZVRA | 1.56% | $26M | 1,797,476 | Trimmed |
| Titan MachineryTITN | 1.45% | $24M | 1,133,088 | Trimmed |
| RMRRMR | 1.43% | $24M | 1,147,902 | Held |
| FossilFOSL | 1.38% | $23M | 5,505,128 | Added |
| Fox Factory HoldingFOXF | 1.35% | $22M | 1,310,695 | Trimmed |
| Mineralys TherapeuticsMLYS | 1.34% | $22M | 820,481 | Trimmed |
| Ridenow | 1.32% | $22M | 3,272,845 | Held |
| Uniqure Nv | 1.27% | $21M | 455,660 | Held |
| Aura BiosciencesAURA | 1.27% | $21M | 2,951,030 | Added |
| AgomAb TherapeuticsAGMB | 1.23% | $20M | 1,568,188 | Added |
| Fulcrum TherapeuticsFULC | 1.21% | $20M | 5,475,040 | Added |
| Benitec BiopharmaBNTC | 1.21% | $20M | 1,488,371 | Added |
| ADMA BiologicsADMA | 1.20% | $20M | 2,359,993 | New |
| Camping WorldCWH | 1.18% | $19M | 2,551,055 | Trimmed |
| BioCryst PharmaceuticalsBCRX | 1.15% | $19M | 1,901,160 | Trimmed |
| MimedxMDXG | 1.11% | $18M | 4,767,552 | Added |
| AbivaxABVX | 1.08% | $18M | 133,759 | Trimmed |
| Usana Health SciencesUSNA | 1.05% | $17M | 810,074 | Held |
| Monte Rosa TherapeuticsGLUE | 0.96% | $16M | 651,993 | Held |
| Tango TherapeuticsTNGX | 0.95% | $16M | 500,659 | Trimmed |
| GeronGERN | 0.95% | $16M | 12,225,000 | Added |
| Vor BiopharmaVOR | 0.94% | $16M | 845,000 | New |
| Keros TherapeuticsKROS | 0.91% | $15M | 1,410,419 | Added |
| Silence TherapeuticsSLN | 0.90% | $15M | 1,346,731 | Trimmed |
| Apyx MedicalAPYX | 0.89% | $15M | 3,270,248 | Trimmed |
| Jefferson CapitalJCAP | 0.89% | $15M | 750,000 | Held |
| HerbalifeHLF | 0.88% | $15M | 1,109,154 | Trimmed |
| Planet FitnessPLNT | 0.88% | $15M | 279,000 | New |
| VerastemVSTM | 0.83% | $14M | 3,584,820 | Held |
| Distribution SolutionsDSGR | 0.82% | $14M | 494,581 | Held |
| Rayonier Advanced MaterialsRYAM | 0.81% | $13M | 1,697,726 | Added |
| Helix Acquisition Corp. IIIHLXC | 0.81% | $13M | 1,250,000 | Held |
| ADC TherapeuticsADCT | 0.80% | $13M | 12,326,184 | Added |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Wilmot Harkey own?
In the Q2 2026 13F, Nantahala Capital Management reported 131 US stock positions worth $1.7B. The largest: Bancorp (TBBK) 4.7%, Bioventus (BVS) 3.4%, Hilton Grand Vacations (HGV) 3.3%, Savara (SVRA) 2.6%, Eton Pharmaceuticals (ETON) 2.6%.
What did Wilmot Harkey buy last quarter?
In Q2 2026: new position in ADMA Biologics (ADMA); new position in Vor Biopharma (VOR); new position in Planet Fitness (PLNT); added to Avalo Therapeutics (AVTX); added to Abeona Therapeutics (ABEO); added to Jacktel AS (JACK).
What did Wilmot Harkey sell last quarter?
In Q2 2026: cut Bancorp (TBBK); cut Bioventus (BVS); cut Hilton Grand Vacations (HGV).
When is Wilmot Harkey's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.