Q2 2024 Holdings
Filed 2024-08-14 | 10 holdings | $592.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Inc(BIIB) | COM | 09062X103 | $149.1M | 643,000 | 25.2% |
| Innoviva Inc(INVA) | COM | 45781M101 | $119.3M | 7,277,000 | 20.1% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $106.9M | 16,390,000 | 18.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $75.7M | 1,103,282 | 12.8% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $60.1M | 1,110,000 | 10.2% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $56.5M | 410,483 | 9.5% |
| Amarin Corp PLC | SPONS ADR NEW | 023111206 | $17.1M | 24,850,623 | 2.9% |
| Biocryst Pharmaceuticals Inc(BCRX) | COM | 09058V103 | $6.8M | 1,094,168 | 1.1% |
| VOR Biopharma Inc | COM | 929033108 | $618.0K | 618,000 | 0.1% |
| Regulus Therapeutics Inc(RGLS) | COM | 75915K309 | $330.6K | 185,183 | 0.1% |