Q1 2025 Holdings
Filed 2025-05-15 | 28 holdings | $110.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Springworks Therapeutics Inc | COM | 85205L107 | $12.4M | 281,139 | 11.2% |
| Verona Pharma PLC(VRNA) | SPONSORED ADS | 925050106 | $8.8M | 139,067 | 8.0% |
| Soleno Therapeutics Inc(SLNO) | COM | 834203309 | $8.6M | 120,449 | 7.8% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $8.4M | 72,113 | 7.6% |
| Tarsus Pharmaceuticals Inc(TARS) | COM | 87650L103 | $6.6M | 127,932 | 5.9% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $6.6M | 74,192 | 5.9% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $6.5M | 85,110 | 5.9% |
| Axsome Therapeutics Inc | CALL | 05464T904 | $5.8M | 50,000 | 5.3% |
| Trevi Therapeutics Inc(TRVI) | COM | 89532M101 | $4.3M | 686,219 | 3.9% |
| Praxis Precision Medicines I(PRAX) | COM NEW | 74006W207 | $3.6M | 95,582 | 3.3% |
| Centessa Pharmaceuticals(CNTA) | SPONSORED ADS | 152309100 | $3.5M | 243,086 | 3.2% |
| Enliven Therapeutics Inc(ELVN) | COM | 29337E102 | $3.3M | 169,774 | 3.0% |
| Merus NV | COM | N5749R100 | $3.3M | 77,896 | 3.0% |
| Geron Corp(GERN) | COM | 374163103 | $3.3M | 2,056,637 | 2.9% |
| CG Oncology Inc(CGON) | COM | 156944100 | $3.2M | 132,298 | 2.9% |
| Atyr Pharma Inc(ATYR) | COM NEW | 002120202 | $2.3M | 777,020 | 2.1% |
| Tectonic Therapeutic Inc(TECX) | COM | 878972108 | $2.3M | 132,222 | 2.1% |
| Xenon Pharmaceuticals Inc(XENE) | COM | 98420N105 | $2.3M | 69,603 | 2.1% |
| Mind Medicine Mindmed Inc(BRD1EUR) | COM NEW | 60255C885 | $2.3M | 390,143 | 2.1% |
| Edgewise Therapeutics Inc(EWTX) | COM | 28036F105 | $2.3M | 102,650 | 2.0% |
| Edgewise Therapeutics Inc | CALL | 28036F905 | $2.2M | 100,000 | 2.0% |
| Janux Therapeutics Inc(JANX) | COM | 47103J105 | $2.2M | 81,292 | 2.0% |
| Dianthus Therapeutics Inc(DNTH) | COM | 252828108 | $1.5M | 80,584 | 1.3% |
| Whitehawk Therapeutics Inc(WHWK) | COM | 00032Q104 | $1.5M | 817,939 | 1.3% |
| Korro BIO Inc(KRRO) | COM | 500946108 | $1.0M | 59,723 | 0.9% |
| Promis Neurosciences Inc(PMNEUR) | COM NEW | 74346M406 | $1.0M | 1,484,699 | 0.9% |
| Tyra Biosciences Inc(TYRA) | COM | 90240B106 | $997.4K | 107,244 | 0.9% |
| Context Therapeutics Inc(CNTX) | COM | 21077P108 | $708.4K | 1,157,448 | 0.6% |