Q3 2025 Holdings
Filed 2025-11-14 | 8 holdings | $180.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Innoviva Inc(INVA) | COM | 45781M101 | $51.4M | 2,816,022 | 28.5% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $42.6M | 303,151 | 23.6% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $32.3M | 588,357 | 17.9% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $20.9M | 15,919,435 | 11.6% |
| Amarin Corp PLC(EH3) | SPONSORED ADR | 023111404 | $20.4M | 1,242,527 | 11.3% |
| Lantheus Hldgs Inc(LNTH) | COM | 516544103 | $9.3M | 181,450 | 5.2% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $2.4M | 4,190 | 1.3% |
| VOR Biopharma Inc(VOR) | COM NEW | 929033207 | $1.2M | 25,399 | 0.7% |