Q1 2024 Holdings
Filed 2024-05-15 | 10 holdings | $571.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $142.8M | 16,390,000 | 25.0% |
| Biogen Inc(BIIB) | COM | 09062X103 | $138.7M | 643,000 | 24.3% |
| Innoviva Inc(INVA) | COM | 45781M101 | $110.9M | 7,277,000 | 19.4% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $80.8M | 1,103,282 | 14.1% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $47.8M | 346,426 | 8.4% |
| Amarin Corp PLC | SPONS ADR NEW | 023111206 | $22.1M | 24,850,623 | 3.9% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $21.0M | 300,000 | 3.7% |
| Biocryst Pharmaceuticals Inc(BCRX) | COM | 09058V103 | $5.6M | 1,094,168 | 1.0% |
| VOR Biopharma Inc | COM | 929033108 | $1.5M | 618,000 | 0.3% |
| Regulus Therapeutics Inc(RGLS) | COM | 75915K309 | $533.3K | 185,183 | 0.1% |