Q2 2025 Holdings
Filed 2025-08-14 | 7 holdings | $154.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Innoviva Inc(INVA) | COM | 45781M101 | $56.6M | 2,816,022 | 36.6% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $38.1M | 303,151 | 24.7% |
| Amarin Corp PLC(EH3) | SPONSORED ADR | 023111404 | $20.2M | 1,242,527 | 13.1% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $19.4M | 588,357 | 12.6% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $11.4M | 15,919,435 | 7.4% |
| Lantheus Hldgs Inc(LNTH) | COM | 516544103 | $7.9M | 96,251 | 5.1% |
| VOR Biopharma Inc | COM | 929033108 | $823.0K | 508,016 | 0.5% |