Q4 2022 Holdings
Filed 2023-02-14 | 16 holdings | $630.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $155.2M | 2,011,647 | 24.6% |
| Nuvalent Inc(NUVL) | COM | 670703107 | $83.1M | 2,788,981 | 13.2% |
| Verona Pharma PLC(VRNA) | SPONSORED ADS | 925050106 | $75.1M | 2,875,526 | 11.9% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $52.7M | 239,443 | 8.4% |
| Viridian Therapeutics Inc(VRDN) | COM | 92790C104 | $40.0M | 1,369,623 | 6.3% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $33.8M | 283,000 | 5.4% |
| Cogent Biosciences Inc(COGT) | COM | 19240Q201 | $31.9M | 2,758,975 | 5.1% |
| Biocryst Pharmaceuticals Inc(BCRX) | COM | 09058V103 | $29.2M | 2,543,107 | 4.6% |
| Astria Therapeutics Inc(CATBUSD) | COM | 04635X102 | $28.3M | 1,901,397 | 4.5% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $27.9M | 73,526 | 4.4% |
| Terns Pharmaceuticals Inc(TERN) | COM | 880881107 | $20.8M | 2,040,000 | 3.3% |
| Annexon Inc(ANNX) | COM | 03589W102 | $17.4M | 3,358,563 | 2.8% |
| Trevi Therapeutics Inc(TRVI) | COM | 89532M101 | $11.0M | 5,696,515 | 1.7% |
| DBV Technologies SA | SPONSORED ADR | 23306J101 | $10.8M | 7,064,964 | 1.7% |
| Tyra Biosciences Inc(TYRA) | COM | 90240B106 | $10.8M | 1,416,998 | 1.7% |
| Imara Inc | COM | 45249V107 | $2.6M | 631,333 | 0.4% |