Q2 2021 Holdings
Filed 2021-08-11 | 67 holdings | $55.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biohaven Pharmactl Hldg Co L(BHVN) | COM | G11196105 | $17.1K | 176,400 | 0.0% |
| PTC Therapuetics COM(PTCT) | COM | 69366J200 | $18.9K | 449,000 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $20.1K | 207,000 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $20.8K | 37,200 | 0.0% |
| Horizon Therapeutics PUB LTD | SHS | G4617B105 | $22.3K | 237,873 | 0.0% |
| Seagen Inc(SGENUSD) | COM | 81181C104 | $22.9K | 145,000 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $27.7K | 402,784 | 0.0% |
| Black Diamond Therapeutics I(BDTX) | COM | 09203E105 | $535.0K | 44,000 | 1.0% |
| Ardelyx Inc(ARDX) | COM | 039697107 | $591.0K | 78,000 | 1.1% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $944.0K | 14,000 | 1.7% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $1.2M | 21,500 | 2.1% |
| Ascendis Pharma AS(ASND) | Sponsored ADR | 04351P101 | $1.8M | 13,800 | 3.2% |
| Aurinia Pharmaceuticals Inc(AUPH) | COM | 05156V102 | $3.9M | 298,500 | 6.9% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $4.6M | 55,156 | 8.2% |
| Biogen Inc(BIIB) | COM | 09062X103 | $16.8M | 48,500 | 30.0% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $25.2M | 149,000 | 45.2% |