Q1 2022 Holdings
Filed 2022-05-20 | 70 holdings | $443.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Turning Point Therapeutic | COM | 90041T108 | $8.7K | 14,093 | 2.0% |
| Biohaven Pharm. Hldg.(BHVN) | COM | G11196105 | $9.3K | 130,900 | 2.1% |
| Gamida Cell Ltd COM Usd0.01 | SHS | M47364100 | $10.0K | 107,000 | 2.3% |
| Hutchmed China Ltd Adr(v0.5 Ord)(HCM) | SPONSORED ADS | 44842L103 | $10.1K | 68,000 | 2.3% |
| Illumina(ILMN) | COM | 452327109 | $10.8K | 48,000 | 2.4% |
| Kalvista Pharms.(KALV) | COM | 483497103 | $10.8K | 383,233 | 2.4% |
| Beigene ADR(ONC) | Sponsored ADR | 07725L102 | $11.4K | 15,700 | 2.6% |
| Vera Therapeutics(VERA) | CL A | 92337R101 | $11.6K | 190,749 | 2.6% |
| Uniqure B V Eur0.05(QURE) | SHS | N90064101 | $11.8K | 155,500 | 2.7% |
| Insmed(INSM) | COM | 457669307 | $14.3K | 40,100 | 3.2% |
| Zai Lab Ltd ADR (V1 Ord)(ZLAB) | ADR | 98887Q104 | $17.0K | 78,958 | 3.8% |
| Supernus Pharms.(SUPN) | COM | 868459108 | $17.5K | 297,500 | 3.9% |
| Rocket Pharms.(RCKT) | COM | 77313F106 | $17.9K | 63,000 | 4.0% |
| Novavax(NVAX) | COM NEW | 670002401 | $18.5K | 132,500 | 4.2% |
| Biocryst Pharms.(BCRX) | COM | 09058V103 | $19.3K | 57,000 | 4.3% |
| Harmony Biosciences Hldgs(HRMY) | COM | 413197104 | $20.5K | 205,474 | 4.6% |
| Intra-Cellular Therapies(ITCIEUR) | COM | 46116X101 | $20.9K | 50,956 | 4.7% |
| Alnylam Pharms.(ALNY) | COM | 02043Q107 | $21.7K | 38,000 | 4.9% |
| Prothena Corp PLC Usd0.01(PRTA) | SHS | G72800108 | $23.8K | 15,000 | 5.4% |
| Amgen Inc COM(AMGN) | COM | 031162100 | $32.6K | 66,746 | 7.3% |