Q4 2022 Holdings
Filed 2023-02-09 | 19 holdings | $120.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crinetics Pharmaceuticals in(CRNX) | Common | 22663K107 | $11.3M | 623,819 | 9.4% |
| 2Seventy BIO Inc(TSVT*) | Common | 901384107 | $9.9M | 684,996 | 8.2% |
| Apellis Pharmaceuticals Inc(APLS) | Common | 03753U106 | $9.4M | 212,329 | 7.8% |
| Arcutis Biotherapeutics Inc(ARQT) | Common | 03969K108 | $8.8M | 487,179 | 7.3% |
| Cytokinetics Inc(CYTK) | Common | 23282W605 | $8.0M | 196,982 | 6.6% |
| Ascendis Pharma A/S(ASND) | Sponsored ADR | 04351P101 | $8.0M | 68,404 | 6.6% |
| Morphic Hldg Inc | Common | 61775R105 | $7.4M | 269,827 | 6.1% |
| Iteos Therapeutics Inc(5E7) | Common | 46565G104 | $7.0M | 342,071 | 5.8% |
| Albireo Pharma Inc(BDQM) | Common | 01345P106 | $6.9M | 341,827 | 5.7% |
| Chinook Therapeutics Inc(290A) | Common | 16961L106 | $6.7M | 423,177 | 5.6% |
| Kalvista Pharmaceuticals Inc(KALV) | Common | 483497103 | $6.7M | 719,937 | 5.6% |
| Cymabay Therapeutics Inc(CBAYUSD) | Common | 23257D103 | $5.7M | 1,611,778 | 4.7% |
| Horizon Therapeutics PLC | SHS | G46188101 | $5.7M | 69,170 | 4.7% |
| Sage Therapeutics Inc(SG7) | Common | 78667J108 | $5.4M | 156,085 | 4.5% |
| Amicus Therapeutics Inc(FOLD) | Common | 03152W109 | $4.9M | 566,179 | 4.1% |
| Biocryst Pharmaceuticals Inc(BCRX) | Common | 09058V103 | $3.8M | 340,163 | 3.1% |
| Biogen Inc(BIIB) | Common | 09062X103 | $2.2M | 7,660 | 1.8% |
| Astria Therapeutics Inc(CATBUSD) | Common | 04635X102 | $1.6M | 169,493 | 1.3% |
| Theravance Biopharma Inc(TBPH) | Common | G8807B106 | $1.3M | 141,339 | 1.1% |