Q1 2025 Holdings
Filed 2025-05-15 | 15 holdings | $644.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $95.1M | 815,176 | 14.7% |
| Apogee Therapeutics Inc(APGE) | COM | 03770N101 | $76.5M | 2,048,647 | 11.9% |
| Spyre Therapeutics Inc(SYRE) | COM NEW | 00773J202 | $64.8M | 4,018,101 | 10.1% |
| Enliven Therapeutics Inc(ELVN) | COM | 29337E102 | $63.0M | 3,202,798 | 9.8% |
| Nuvalent Inc(NUVL) | COM | 670703107 | $51.6M | 727,563 | 8.0% |
| Dianthus Therapeutics Inc(DNTH) | COM | 252828108 | $49.0M | 2,700,691 | 7.6% |
| Viridian Therapeutics Inc(VRDN) | COM | 92790C104 | $46.4M | 3,445,813 | 7.2% |
| Scholar Rock Hldg Corp(SRRK) | COM | 80706P103 | $44.2M | 1,374,031 | 6.9% |
| Cogent Biosciences Inc(COGT) | COM | 19240Q201 | $37.3M | 6,225,641 | 5.8% |
| Oruka Therapeutics Inc(ORKA) | COM | 687604108 | $34.6M | 3,371,922 | 5.4% |
| Kiniksa Pharmaceuticals Intl(KNSA) | ORD SHS CL A | G52694109 | $24.5M | 1,102,248 | 3.8% |
| Astria Therapeutics Inc(CATBUSD) | COM | 04635X102 | $19.0M | 3,554,129 | 2.9% |
| Zenas Biopharma Inc(ZBIO) | COM | 98937L105 | $15.0M | 1,892,806 | 2.3% |
| Inhibikase Therapeutics Inc(IKT) | COM NEW | 45719W205 | $13.4M | 6,125,000 | 2.1% |
| Bicara Therapeutics Inc(BCAX) | COM | 055477103 | $10.2M | 784,170 | 1.6% |