Q2 2023 Holdings
Filed 2023-08-14 | 67 holdings | $3.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Xoma Corp del(XOMA) | COM NEW | 98419J206 | $68.6M | 3,633,743 | 1.9% |
| Olema Pharmaceuticals Inc(OLMA) | COM | 68062P106 | $68.7M | 7,611,503 | 1.9% |
| Xenon Pharmaceuticals Inc(XENE) | COM | 98420N105 | $70.4M | 1,827,958 | 2.0% |
| Kura Oncology Inc(KURA) | COM | 50127T109 | $71.2M | 6,730,983 | 2.0% |
| 4D Molecular Therapeutics in(FDMT) | COM | 35104E100 | $72.4M | 4,007,413 | 2.0% |
| Structure Therapeutics Inc(GPCR) | SPONSORED ADS | 86366E106 | $72.7M | 1,750,000 | 2.0% |
| Repare Therapeutics Inc(RPTX) | COM | 760273102 | $87.7M | 8,291,988 | 2.4% |
| Galapagos NV(GLPG) | SPON ADR | 36315X101 | $88.0M | 2,165,109 | 2.5% |
| Point Biopharma Global Inc | COM | 730541109 | $95.7M | 10,563,748 | 2.7% |
| Protagonist Therapeutics Inc(PTGX) | COM | 74366E102 | $104.3M | 3,775,900 | 2.9% |
| Kymera Therapeutics Inc(KYMR) | COM | 501575104 | $108.9M | 4,739,004 | 3.0% |
| GH Research PLC(GHRS) | ORDINARY SHARES | G3855L106 | $110.0M | 9,275,158 | 3.1% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $116.8M | 2,846,015 | 3.3% |
| Ideaya Biosciences Inc(IDYA) | COM | 45166A102 | $133.6M | 5,683,489 | 3.7% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $153.1M | 2,131,100 | 4.3% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $167.3M | 6,255,588 | 4.7% |
| Moonlake Immunotherapeutics(MLTX) | CLASS A ORD | 61559X104 | $1.1B | 21,751,284 | 30.9% |