Q2 2020 Holdings
Filed 2020-08-14 | 65 holdings | $430.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Passage BIO Inc | COM | 702712100 | $52.7K | 1,928,315 | 0.0% |
| Seattle Genetics Inc | COM | 812578102 | $68.0K | 400,000 | 0.0% |
| Springworks Therapeutics Inc | COM | 85205L107 | $87.2K | 2,075,905 | 0.0% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $93.4K | 2,959,264 | 0.0% |
| Odonate Therapeutics Inc | COM | 676079106 | $142.4K | 3,363,377 | 0.0% |
| Mirati Therapeutics Inc(MRTXEUR) | COM | 60468T105 | $201.6K | 1,765,560 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $234.1K | 6,606,000 | 0.1% |
| Celldex Therapeutics Inc New(CLDX) | COM NEW | 15117B202 | $13.0M | 1,000,000 | 3.0% |
| Cabaletta BIO Inc(CABA) | COM | 12674W109 | $17.4M | 1,566,361 | 4.1% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $17.9M | 370,000 | 4.2% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $30.8M | 250,000 | 7.2% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $38.5M | 170,926 | 8.9% |
| Arcus Biosciences Inc(RCUS) | COM | 03969F109 | $51.6M | 2,084,883 | 12.0% |
| Black Diamond Therapeutics I(BDTX) | COM | 09203E105 | $84.9M | 2,014,858 | 19.7% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $174.3M | 925,000 | 40.5% |