Q1 2026 Holdings
Filed 2026-05-15 | 16 holdings | $143.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Kyverna Therapeutics Inc(KYTX) | COM | 501976104 | $36.6M | 4,244,818 | 25.5% |
| Taysha Gene Therapies Inc(TSHA) | COM SHS | 877619106 | $22.2M | 737,550 | 15.5% |
| VIR Biotechnology Inc(VIR) | COM | 92764N102 | $13.6M | 1,518,552 | 9.5% |
| Bausch Plus Lomb Corp(BLCO) | COMMON SHARES | 071705107 | $9.1M | 573,472 | 6.3% |
| Amgen Inc(AMGN) | COM | 031162100 | $7.1M | 20,212 | 5.0% |
| Scholar Rock Hldg Corp(SRRK) | COM | 80706P103 | $6.5M | 132,500 | 4.5% |
| Ultragenyx Pharmaceutical in(RARE) | COM | 90400D108 | $6.1M | 289,101 | 4.2% |
| Pyxis Oncology Inc(PYXS) | COMMON STOCK | 747324101 | $6.0M | 4,121,870 | 4.2% |
| Teva Pharmaceutical Inds LTD(TEVA) | SPONSORED ADS | 881624209 | $5.6M | 1,257,495 | 3.9% |
| Sionna Therapeutics Inc(SION) | COM | 829401108 | $5.5M | 136,000 | 3.8% |
| Celldex Therapeutics Inc New(CLDX) | COM NEW | 15117B202 | $5.4M | 170,307 | 3.8% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $4.7M | 28,587 | 3.3% |
| Crinetics Pharmaceuticals in(CRNX) | COM | 22663K107 | $4.6M | 126,985 | 3.2% |
| Incyte Corp(INCY) | COM | 45337C102 | $4.1M | 43,300 | 2.8% |
| Allogene Therapeutics Inc(ALLO) | COM | 019770106 | $3.5M | 1,430,000 | 2.4% |
| Tarsus Pharmaceuticals Inc(TARS) | COM | 87650L103 | $3.0M | 42,680 | 2.1% |