Q4 2023 Holdings
Filed 2024-02-14 | 16 holdings | $946.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $187.8M | 2,360,077 | 19.8% |
| Immunogen Inc(IMGNEUR) | COM | 45253H101 | $175.8M | 5,929,592 | 18.6% |
| Nuvalent Inc(NUVL) | COM | 670703107 | $141.6M | 1,924,626 | 15.0% |
| Apogee Therapeutics Inc(APGE) | COM | 03770N101 | $82.2M | 2,941,176 | 8.7% |
| Rayzebio Inc | COM | 75525N107 | $77.5M | 1,245,929 | 8.2% |
| Kiniksa Pharmaceuticals LTD | COM CL A | G5269C101 | $50.6M | 2,883,221 | 5.3% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $43.0M | 112,903 | 4.5% |
| Viridian Therapeutics Inc(VRDN) | COM | 92790C104 | $29.8M | 1,369,623 | 3.2% |
| Enliven Therapeutics Inc(ELVN) | COM | 29337E102 | $29.5M | 2,131,369 | 3.1% |
| Astria Therapeutics Inc(CATBUSD) | COM | 04635X102 | $27.3M | 3,554,129 | 2.9% |
| Cogent Biosciences Inc(COGT) | COM | 19240Q201 | $20.9M | 3,558,975 | 2.2% |
| Dianthus Therapeutics Inc(DNTH) | COM | 252828108 | $20.1M | 1,928,503 | 2.1% |
| Merus N V | COM | N5749R100 | $19.7M | 717,254 | 2.1% |
| Tyra Biosciences Inc(TYRA) | COM | 90240B106 | $19.3M | 1,393,329 | 2.0% |
| Terns Pharmaceuticals Inc(TERN) | COM | 880881107 | $13.2M | 2,040,000 | 1.4% |
| Spyre Therapeutics Inc(SYRE) | COM NEW | 00773J202 | $8.1M | 378,421 | 0.9% |