Q1 2023 Holdings
Filed 2023-05-15 | 16 holdings | $581.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $124.1M | 2,011,647 | 21.3% |
| Nuvalent Inc(NUVL) | COM | 670703107 | $75.3M | 2,884,492 | 12.9% |
| Verona Pharma PLC(VRNA) | SPONSORED ADS | 925050106 | $62.8M | 3,127,429 | 10.8% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $51.6M | 239,443 | 8.9% |
| Enliven Therapeutics Inc(ELVN) | COM | 29337E102 | $42.2M | 1,924,938 | 7.2% |
| Viridian Therapeutics Inc(VRDN) | COM | 92790C104 | $34.8M | 1,369,623 | 6.0% |
| Cogent Biosciences Inc(COGT) | COM | 19240Q201 | $29.8M | 2,758,975 | 5.1% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $27.4M | 73,526 | 4.7% |
| Astria Therapeutics Inc(CATBUSD) | COM | 04635X102 | $25.3M | 1,901,397 | 4.3% |
| Terns Pharmaceuticals Inc(TERN) | COM | 880881107 | $24.2M | 2,040,000 | 4.2% |
| Tyra Biosciences Inc(TYRA) | COM | 90240B106 | $22.8M | 1,416,998 | 3.9% |
| Theseus Pharmaceuticals Inc | COM | 88369M101 | $16.6M | 1,865,671 | 2.8% |
| Geron Corp(GERN) | COM | 374163103 | $15.4M | 7,104,358 | 2.7% |
| DBV Technologies SA | SPONSORED ADR | 23306J101 | $11.9M | 7,064,964 | 2.1% |
| Trevi Therapeutics Inc(TRVI) | COM | 89532M101 | $10.5M | 5,696,515 | 1.8% |
| Merus N V | COM | N5749R100 | $6.9M | 374,435 | 1.2% |