Q4 2025 Holdings
Filed 2026-02-17 | 9 holdings | $222.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Innoviva Inc(INVA) | COM | 45781M101 | $56.3M | 2,816,022 | 25.3% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $53.6M | 15,919,435 | 24.1% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $43.0M | 303,151 | 19.3% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $25.2M | 396,357 | 11.3% |
| Amarin Corp PLC(EH3) | SPONSORED ADR | 023111404 | $23.4M | 1,673,395 | 10.5% |
| Lantheus Hldgs Inc(LNTH) | COM | 516544103 | $12.1M | 181,450 | 5.4% |
| Biohaven LTD(BHVN) | COM | G1110E107 | $5.8M | 513,184 | 2.6% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $3.2M | 4,190 | 1.5% |
| VOR Biopharma Inc(VOR) | COM NEW | 929033207 | $332.2K | 25,399 | 0.1% |