Q4 2023 Holdings
Filed 2024-02-14 | 12 holdings | $124.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Arvinas Inc(ARVN) | COM | 04335A105 | $53.1M | 1,289,521 | 42.8% |
| Harpoon Therapeutics Inc | COM | 41358P106 | $21.1M | 1,859,168 | 17.0% |
| Edgewise Therapeutics Inc(EWTX) | COM | 28036F105 | $17.0M | 1,553,661 | 13.7% |
| Deciphera Pharmaceuticals Inc(DCPHEUR) | COM | 24344T101 | $9.3M | 576,975 | 7.5% |
| Rallybio Corporation | COM | 75120L100 | $7.9M | 3,301,603 | 6.4% |
| Crinetics Pharmaceuticals Inc(CRNX) | COM | 22663K107 | $5.0M | 141,000 | 4.0% |
| Rocket Pharmaceuticals Inc(RCKT) | COM | 77313F106 | $3.5M | 118,242 | 2.9% |
| Alector Inc(ALEC) | COM | 014442107 | $2.7M | 339,569 | 2.2% |
| Passage BIO | COM | 702712100 | $2.5M | 2,497,922 | 2.0% |
| Cogent Biosciences Inc.(COGT) | COM | 19240Q201 | $1.5M | 250,765 | 1.2% |
| X4 Pharmaceuticals Inc(ASNSUSD) | COM | 98420X103 | $281.4K | 335,000 | 0.2% |
| Iterum Therapeutics PLC | SHS | G6333L200 | $191.3K | 97,084 | 0.2% |