Q4 2024 Holdings
Filed 2025-02-14 | 8 holdings | $322.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Innoviva Inc(INVA) | COM | 45781M101 | $126.3M | 7,277,000 | 39.1% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $72.6M | 16,390,000 | 22.5% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $42.2M | 309,116 | 13.1% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $39.2M | 833,799 | 12.1% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $24.2M | 262,080 | 7.5% |
| Amarin Corp PLC | SPONS ADR NEW | 023111206 | $12.1M | 24,850,623 | 3.7% |
| Lantheus Hldgs Inc(LNTH) | COM | 516544103 | $5.6M | 63,000 | 1.7% |
| VOR Biopharma Inc | COM | 929033108 | $686.0K | 618,000 | 0.2% |