Q1 2025 Holdings
Filed 2025-05-13 | 9 holdings | $44.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Edgewise Therapeutics Inc(EWTX) | COM | 28036F105 | $22.7M | 1,030,161 | 50.5% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $11.1M | 1,585,721 | 24.8% |
| Crinetics Pharmaceuticals Inc(CRNX) | COM | 22663K107 | $4.7M | 141,000 | 10.5% |
| Rallybio Corporation | COM | 75120L100 | $2.1M | 3,301,603 | 4.8% |
| Cogent Biosciences Inc.(COGT) | COM | 19240Q201 | $1.5M | 250,765 | 3.3% |
| Rocket Pharmaceuticals Inc(RCKT) | COM | 77313F106 | $1.0M | 150,706 | 2.2% |
| Passage BIO | COM | 702712100 | $881.8K | 2,497,922 | 2.0% |
| Iterum Therapeutics PLC | SHS | G6333L200 | $424.4K | 345,020 | 0.9% |
| Alector Inc(ALEC) | COM | 014442107 | $417.7K | 339,569 | 0.9% |