Q2 2024 Holdings
Filed 2024-08-14 | 13 holdings | $594.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $244.4M | 6,296,740 | 41.1% |
| Tyra Biosciences Inc(TYRA) | COM | 90240B106 | $64.9M | 4,055,861 | 10.9% |
| Tango Therapeutics Inc(TNGX) | COM | 87583X109 | $47.5M | 5,533,980 | 8.0% |
| Cargo Therapeutics Inc(CRGX) | COM | 14179K101 | $43.4M | 2,642,502 | 7.3% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $37.5M | 1,408,394 | 6.3% |
| Oric Pharmaceuticals Inc(ORIC) | COM | 68622P109 | $37.4M | 5,285,714 | 6.3% |
| Relay Therapeutics Inc(RLAY) | COM | 75943R102 | $25.1M | 3,846,409 | 4.2% |
| Cullinan Oncology Inc(CGEM) | COM | 230031106 | $21.3M | 1,221,145 | 3.6% |
| Mersana Therapeutics Inc | COM | 59045L106 | $19.1M | 9,526,146 | 3.2% |
| Silence Therapeutics PLC(SLN) | ADS | 82686Q101 | $18.1M | 952,400 | 3.0% |
| ARS Pharmaceuticals Inc(SPRY) | COM | 82835W108 | $16.3M | 1,910,029 | 2.7% |
| Context Therapeutics Inc(CNTX) | COM | 21077P108 | $14.9M | 7,419,355 | 2.5% |
| Boundless BIO Inc(BOLD) | COM | 10170A100 | $4.8M | 1,228,069 | 0.8% |