Q1 2026 Holdings
Filed 2026-05-14 | 13 holdings | $279.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vaxcyte Inc(PCVX) | COM | 92243G108 | $79.8M | 1,372,425 | 28.5% |
| Oculis Holding AG(OCS) | ORDINARY SHARES | H5870P102 | $44.7M | 1,680,283 | 16.0% |
| Evommune Inc(EVMN) | COM SHS | 30054Y107 | $44.3M | 1,926,943 | 15.8% |
| Arcutis Biotherapeutics Inc(ARQT) | COM | 03969K108 | $31.9M | 1,355,892 | 11.4% |
| Trevi Therapeutics Inc(TRVI) | COM | 89532M101 | $18.5M | 1,553,726 | 6.6% |
| Immunome Inc(IMNM) | COM | 45257U108 | $16.0M | 732,512 | 5.7% |
| Maplight Therapeutics Inc(MPLT) | COM | 56565P103 | $12.4M | 611,447 | 4.4% |
| Zenas Biopharma Inc(ZBIO) | COM | 98937L105 | $11.6M | 591,991 | 4.1% |
| Bioage Labs Inc(BIOA) | COM | 09077V100 | $11.4M | 653,374 | 4.1% |
| Avalo Therapeutics Inc(AVTX) | COM NEW | 05338F306 | $4.4M | 295,933 | 1.6% |
| Rallybio Corp(RLYB) | COM | 75120L209 | $2.7M | 300,579 | 1.0% |
| Recursion Pharmaceuticals in(RXRX) | CL A | 75629V104 | $1.8M | 595,518 | 0.7% |
| Bolt Biotherapeutics Inc(BOLT) | COM NEW | 097702203 | $172.0K | 42,581 | 0.1% |