Q4 2023 Holdings
Filed 2024-02-14 | 12 holdings | $149.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Legend Biotech Corp(LEGN) | SPONSORED ADS | 52490G102 | $32.6M | 541,816 | 21.8% |
| Bridgebio Pharma Inc(BBIO) | COM | 10806X102 | $30.5M | 754,560 | 20.4% |
| Danaher Corporation(DHR) | COM | 235851102 | $28.1M | 121,600 | 18.8% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $11.2M | 29,500 | 7.5% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $11.0M | 114,042 | 7.4% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $9.1M | 152,200 | 6.1% |
| Roivant Sciences LTD(ROIV) | SHS | G76279101 | $9.1M | 808,061 | 6.1% |
| Kiniksa Pharmaceuticals LTD | COM CL A | G5269C101 | $8.0M | 456,041 | 5.4% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $7.3M | 99,130 | 4.9% |
| Aligos Therapeutics Inc | COM | 01626L105 | $1.9M | 2,844,681 | 1.3% |
| Ambrx Biopharma Inc | COM | 641871108 | $613.7K | 43,100 | 0.4% |
| Surrozen Inc(SRZNW) | *W EXP 08/01/203 | 86889P117 | $7.7K | 384,573 | 0.0% |