Q1 2025 Holdings
Filed 2025-05-14 | 11 holdings | $123.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Oculis Holding AG(OCS) | ORDINARY SHARES | H5870P102 | $43.8M | 2,300,774 | 35.4% |
| Arcutis Biotherapeutics Inc(ARQT) | COM | 03969K108 | $33.2M | 2,120,508 | 26.8% |
| Vaxcyte Inc(PCVX) | COM | 92243G108 | $26.8M | 710,734 | 21.7% |
| Zenas Biopharma Inc(ZBIO) | COM | 98937L105 | $5.8M | 736,645 | 4.7% |
| Inozyme Pharma Inc | COM | 45790W108 | $4.1M | 4,494,851 | 3.3% |
| Recursion Pharmaceuticals in(RXRX) | CL A | 75629V104 | $3.2M | 595,518 | 2.5% |
| Bioage Labs Inc(BIOA) | COM | 09077V100 | $2.5M | 653,374 | 2.0% |
| Rallybio Corp | COM | 75120L100 | $1.6M | 2,404,644 | 1.3% |
| Vigil Neuroscience Inc(VIGL) | COM | 92673K108 | $997.9K | 560,595 | 0.8% |
| IO Biotech Inc(IOBT) | COM | 449778109 | $942.0K | 864,197 | 0.8% |
| Bolt Biotherapeutics Inc(BOLT1EUR) | COM | 097702104 | $756.6K | 1,891,467 | 0.6% |