Q4 2024 Holdings
Filed 2025-02-14 | 17 holdings | $1.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $124.3M | 1,468,983 | 12.4% |
| Nuvalent Inc(NUVL) | COM | 670703107 | $103.1M | 1,317,664 | 10.3% |
| Spyre Therapeutics Inc(SYRE) | COM NEW | 00773J202 | $93.5M | 4,018,101 | 9.3% |
| Apogee Therapeutics Inc(APGE) | COM | 03770N101 | $92.8M | 2,048,647 | 9.2% |
| Scholar Rock Hldg Corp(SRRK) | COM | 80706P103 | $84.8M | 1,962,953 | 8.4% |
| Enliven Therapeutics Inc(ELVN) | COM | 29337E102 | $72.1M | 3,202,798 | 7.2% |
| Viridian Therapeutics Inc(VRDN) | COM | 92790C104 | $66.1M | 3,445,813 | 6.6% |
| Oruka Therapeutics Inc(ORKA) | COM | 687604108 | $65.4M | 3,371,922 | 6.5% |
| Dianthus Therapeutics Inc(DNTH) | COM | 252828108 | $58.9M | 2,700,691 | 5.9% |
| Cogent Biosciences Inc(COGT) | COM | 19240Q201 | $48.6M | 6,225,641 | 4.8% |
| Kiniksa Pharmaceuticals Intl(KNSA) | ORD SHS CL A | G52694109 | $43.4M | 2,194,341 | 4.3% |
| DAY One Biopharmaceuticals Inc(DAWN) | COM | 23954D109 | $39.3M | 3,103,448 | 3.9% |
| Astria Therapeutics Inc(CATBUSD) | COM | 04635X102 | $31.8M | 3,554,129 | 3.2% |
| Anaptysbio Inc(ANAB) | COM | 032724106 | $24.1M | 1,816,466 | 2.4% |
| Bicara Therapeutics Inc(BCAX) | COM | 055477103 | $22.4M | 1,284,169 | 2.2% |
| Inhibikase Therapeutics Inc(IKT) | COM NEW | 45719W205 | $19.9M | 6,125,000 | 2.0% |
| Zenas Biopharma Inc(ZBIO) | COM | 98937L105 | $15.5M | 1,892,806 | 1.5% |