Q1 2020 Holdings
Filed 2020-05-15 | 62 holdings | $291.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $66.8K | 3,049,764 | 0.0% |
| Odonate Therapeutics Inc | COM | 676079106 | $92.9K | 3,363,377 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $113.9K | 8,450,000 | 0.0% |
| Mirati Therapeutics Inc(MRTXEUR) | COM | 60468T105 | $135.7K | 1,765,560 | 0.0% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $8.8M | 150,000 | 3.0% |
| Cabaletta BIO Inc(CABA) | COM | 12674W109 | $11.4M | 1,566,361 | 3.9% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $15.6M | 370,000 | 5.4% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $21.1M | 250,000 | 7.2% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $26.3M | 200,000 | 9.0% |
| Arcus Biosciences Inc(RCUS) | COM | 03969F109 | $42.8M | 3,084,883 | 14.7% |
| Black Diamond Therapeutics I(BDTX) | COM | 09203E105 | $50.3M | 2,014,858 | 17.2% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $113.9M | 925,000 | 39.1% |