Q1 2024 Holdings
Filed 2024-05-15 | 12 holdings | $630.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $202.9M | 6,296,740 | 32.2% |
| Oric Pharmaceuticals Inc(ORIC) | COM | 68622P109 | $72.7M | 5,285,714 | 11.5% |
| Tyra Biosciences Inc(TYRA) | COM | 90240B106 | $66.5M | 4,055,861 | 10.5% |
| Cargo Therapeutics Inc(CRGX) | COM | 14179K101 | $59.0M | 2,642,502 | 9.4% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $58.1M | 1,408,394 | 9.2% |
| Tango Therapeutics Inc(TNGX) | COM | 87583X109 | $43.9M | 5,533,980 | 7.0% |
| Relay Therapeutics Inc(RLAY) | COM | 75943R102 | $31.9M | 3,846,409 | 5.1% |
| Cullinan Oncology Inc(CGEM) | COM | 230031106 | $20.8M | 1,221,145 | 3.3% |
| Silence Therapeutics PLC(SLN) | ADS | 82686Q101 | $20.6M | 952,400 | 3.3% |
| ARS Pharmaceuticals Inc(SPRY) | COM | 82835W108 | $19.5M | 1,910,029 | 3.1% |
| Boundless BIO Inc(BOLD) | COM | 10170A100 | $17.5M | 1,228,069 | 2.8% |
| Mersana Therapeutics Inc | COM | 59045L106 | $17.3M | 3,856,321 | 2.7% |