Q1 2025 Holdings
Filed 2025-05-15 | 35 holdings | $496.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $30.6M | 401,629 | 6.2% |
| Verona Pharma PLC(VRNA) | SPONSORED ADS | 925050106 | $27.6M | 435,385 | 5.6% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $24.8M | 41,911 | 5.0% |
| Nuvalent Inc(NUVL) | COM | 670703107 | $23.5M | 331,927 | 4.7% |
| Xenon Pharmaceuticals Inc(XENE) | COM | 98420N105 | $22.9M | 683,451 | 4.6% |
| Bridgebio Pharma Inc(BBIO) | COM | 10806X102 | $22.7M | 656,699 | 4.6% |
| Mirum Pharmaceuticals Inc(MIRM) | COM | 604749101 | $22.7M | 503,014 | 4.6% |
| Natera Inc(NTRA) | COM | 632307104 | $19.8M | 139,942 | 4.0% |
| Merus N V | COM | N5749R100 | $19.5M | 463,960 | 3.9% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $18.0M | 178,156 | 3.6% |
| Ascendis Pharma A/S(ASND) | SPONSORED ADR | 04351P101 | $17.7M | 113,278 | 3.6% |
| TG Therapeutics Inc(TGTX) | COM | 88322Q108 | $15.8M | 400,644 | 3.2% |
| Vera Therapeutics Inc(VERA) | CL A | 92337R101 | $15.0M | 623,612 | 3.0% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $13.8M | 118,179 | 2.8% |
| Guardant Health Inc(GH) | COM | 40131M109 | $13.5M | 315,737 | 2.7% |
| Springworks Therapeutics Inc | COM | 85205L107 | $13.4M | 304,076 | 2.7% |
| Glaukos Corp(GKOS) | COM | 377322102 | $13.4M | 136,241 | 2.7% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $13.0M | 300,909 | 2.6% |
| Insulet Corp(PODD) | COM | 45784P101 | $13.0M | 49,350 | 2.6% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $12.0M | 340,109 | 2.4% |
| Janux Therapeutics Inc(JANX) | COM | 47103J105 | $11.6M | 430,163 | 2.3% |
| Oric Pharmaceuticals Inc(ORIC) | COM | 68622P109 | $11.3M | 2,027,430 | 2.3% |
| Adma Biologics Inc(ADMA) | COM | 000899104 | $11.2M | 566,945 | 2.3% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $10.9M | 22,109 | 2.2% |
| Enliven Therapeutics Inc(ELVN) | COM | 29337E102 | $10.5M | 535,092 | 2.1% |
| Vaxcyte Inc(PCVX) | COM | 92243G108 | $10.5M | 276,905 | 2.1% |
| Apogee Therapeutics Inc(APGE) | COM | 03770N101 | $8.6M | 229,675 | 1.7% |
| ARS Pharmaceuticals Inc(SPRY) | COM | 82835W108 | $8.4M | 669,010 | 1.7% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $8.1M | 92,033 | 1.6% |
| Radnet Inc(RDNT) | COM | 750491102 | $7.8M | 157,615 | 1.6% |
| Healthequity Inc(HQY) | COM | 42226A107 | $7.4M | 83,966 | 1.5% |
| Moonlake Immunotherapeutics(MLTX) | CLASS A ORD | 61559X104 | $7.0M | 179,196 | 1.4% |
| Harrow Inc(HROW) | COM | 415858109 | $5.0M | 188,829 | 1.0% |
| Praxis Precision Medicines I(PRAX) | COM NEW | 74006W207 | $2.7M | 71,775 | 0.5% |
| Soleno Therapeutics Inc(SLNO) | COM | 834203309 | $2.1M | 29,115 | 0.4% |