Q4 2024 Holdings
Filed 2025-02-14 | 62 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Beam Therapeutics Inc(BEAM) | COM | 07373V105 | $37.9M | 1,528,567 | 2.6% |
| Pliant Therapeutics Inc(PLRX) | COM | 729139105 | $38.1M | 2,895,478 | 2.7% |
| Kymera Therapeutics Inc(KYMR) | COM | 501575104 | $44.3M | 1,100,432 | 3.1% |
| Livanova PLC(LIVN) | SHS | G5509L101 | $48.3M | 1,043,539 | 3.4% |
| Stoke Therapeutics Inc(STOK) | COM | 86150R107 | $50.7M | 4,593,629 | 3.5% |
| Immunome Inc(IMNM) | COM | 45257U108 | $51.3M | 4,828,026 | 3.6% |
| Replimune Group Inc(REPL) | COM | 76029N106 | $59.4M | 4,905,527 | 4.1% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $66.5M | 7,054,890 | 4.6% |
| Zymeworks Inc(ZYME) | COM | 98985Y108 | $70.9M | 4,840,463 | 4.9% |
| Nurix Therapeutics Inc(NRIX) | COM | 67080M103 | $79.0M | 4,192,627 | 5.5% |
| Krystal Biotech Inc(KRYS) | COM | 501147102 | $118.0M | 753,175 | 8.2% |
| Scholar Rock Hldg Corp(SRRK) | COM | 80706P103 | $196.6M | 4,549,881 | 13.7% |