Q1 2026 Holdings
Filed 2026-05-15 | 9 holdings | $157.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Innoviva Inc(INVA) | COM | 45781M101 | $49.7M | 2,130,950 | 31.5% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $32.3M | 9,188,635 | 20.5% |
| Amarin Corp PLC(EH3) | SPONSORED ADR | 023111404 | $24.2M | 1,673,395 | 15.3% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $15.4M | 116,533 | 9.7% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $15.1M | 228,623 | 9.6% |
| Lantheus Hldgs Inc(LNTH) | COM | 516544103 | $12.7M | 166,919 | 8.0% |
| Biohaven LTD(BHVN) | COM | G1110E107 | $4.8M | 563,184 | 3.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $3.2M | 4,190 | 2.1% |
| VOR Biopharma Inc(VOR) | COM NEW | 929033207 | $453.1K | 25,399 | 0.3% |