Q1 2023 Holdings
Filed 2023-05-18 | 64 holdings | $358.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mirati Therapeutics Inc(MRTXEUR) | COM | 60468T105 | $9.1M | 244,000 | 2.5% |
| Regeneron Pharms.(REGN) | COM | 75886F107 | $9.2M | 11,200 | 2.6% |
| Alnylam Pharms.(ALNY) | COM | 02043Q107 | $9.3M | 46,600 | 2.6% |
| Uniqure NV(QURE) | SHS | N90064101 | $9.6M | 478,500 | 2.7% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $10.4M | 33,000 | 2.9% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $10.5M | 543,000 | 2.9% |
| Ultragenyx Pharm.(RARE) | COM | 90400D108 | $10.6M | 264,052 | 3.0% |
| Intra-Cellular Therapies(ITCIEUR) | COM | 46116X101 | $14.0M | 257,856 | 3.9% |
| Supernus Pharms.(SUPN) | COM | 868459108 | $15.3M | 423,500 | 4.3% |
| Alkermes PLC(ALKS) | SHS | G01767105 | $16.7M | 593,000 | 4.7% |
| Harmony Biosciences Hldgs(HRMY) | COM | 413197104 | $18.6M | 570,500 | 5.2% |
| Incyte Corp(INCY) | COM | 45337C102 | $20.2M | 279,000 | 5.6% |
| Amgen Inc COM(AMGN) | COM | 031162100 | $22.1M | 91,246 | 6.2% |
| Seagen Inc(SGENUSD) | COM | 81181C104 | $40.5M | 200,200 | 11.3% |