Q1 2023 Holdings
Filed 2023-05-15 | 11 holdings | $781.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alkermes PLC(ALKS) | SHS | G01767105 | $252.7M | 8,964,640 | 32.3% |
| Biogen Inc(BIIB) | COM | 09062X103 | $178.8M | 643,000 | 22.9% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $172.4M | 16,390,000 | 22.1% |
| Innoviva Inc(INVA) | COM | 45781M101 | $74.4M | 6,614,000 | 9.5% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $70.5M | 850,000 | 9.0% |
| Mersana Therapeutics Inc | COM | 59045L106 | $15.6M | 3,800,000 | 2.0% |
| Amarin Corp PLC | SPONS ADR NEW | 023111206 | $7.4M | 4,910,000 | 0.9% |
| Biocryst Pharmaceuticals Inc(BCRX) | COM | 09058V103 | $6.5M | 775,000 | 0.8% |
| VOR Biopharma Inc | COM | 929033108 | $3.3M | 618,000 | 0.4% |
| Regulus Therapeutics Inc(RGLS) | COM | 75915K309 | $156.9K | 185,183 | 0.0% |
| Pear Therapeutics Inc | CLASS A COM | 704723105 | $127.6K | 500,356 | 0.0% |