Q1 2026 Holdings
Filed 2026-05-14 | 24 holdings | $121.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Evommune Inc(EVMN) | COM SHS | 30054Y107 | $33.1M | 1,441,032 | 27.3% |
| Maplight Therapeutics Inc(MPLT) | COM | 56565P103 | $19.7M | 971,253 | 16.3% |
| LB Pharmaceuticals Inc(LBRX) | COM SHS | 50180M108 | $15.6M | 630,657 | 12.8% |
| Oculis Holding AG(OCS) | ORDINARY SHARES | H5870P102 | $9.3M | 350,745 | 7.7% |
| Incyte Corp(INCY) | COM | 45337C102 | $5.1M | 53,742 | 4.2% |
| Beone Medicines LTD(ONC) | SPONSORED ADS | 07725L102 | $4.7M | 15,722 | 3.9% |
| Rhythm Pharmaceuticals Inc(RYTM) | COM | 76243J105 | $4.3M | 49,120 | 3.5% |
| Celcuity Inc(CELC) | COM | 15102K100 | $3.2M | 28,300 | 2.7% |
| Ascendis Pharma A/S(ASND) | SPONSORED ADR | 04351P101 | $3.1M | 13,600 | 2.6% |
| Procore Technologies Inc(PCOR) | COM | 74275K108 | $3.0M | 53,299 | 2.5% |
| Madrigal Pharmaceuticals Inc(MDGL) | COM | 558868105 | $3.0M | 5,672 | 2.4% |
| Kymera Therapeutics Inc(KYMR) | COM | 501575104 | $2.6M | 30,875 | 2.1% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $2.3M | 102,984 | 1.9% |
| Cybin Inc(HELP) | COM NEW | 23256X407 | $2.2M | 460,000 | 1.8% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $2.0M | 2,800 | 1.7% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $1.9M | 19,253 | 1.5% |
| Recursion Pharmaceuticals in(RXRX) | CL A | 75629V104 | $1.8M | 595,287 | 1.5% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $1.1M | 6,580 | 0.9% |
| Ishares Ethereum TR(ETHA) | SHS | 46438R105 | $800.2K | 50,549 | 0.7% |
| Harmony Biosciences Hldgs in(HRMY) | COM | 413197104 | $757.6K | 27,049 | 0.6% |
| Entrada Therapeutics Inc(TRDA) | COM | 29384C108 | $619.4K | 49,082 | 0.5% |
| Ishares Bitcoin Trust ETF(IBIT) | SHS BEN INT | 46438F101 | $613.5K | 15,968 | 0.5% |
| Rani Therapeutics Hldgs Inc(RANI) | COM CL A | 753018100 | $362.7K | 493,584 | 0.3% |
| Bolt Biotherapeutics Inc(BOLT) | COM NEW | 097702203 | $118.2K | 29,250 | 0.1% |