Q3 2025 Holdings
Filed 2025-11-14 | 17 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dianthus Therapeutics Inc(DNTH) | COM | 252828108 | $130.1M | 3,307,191 | 11.7% |
| Cogent Biosciences Inc(COGT) | COM | 19240Q201 | $129.3M | 9,003,418 | 11.6% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $99.0M | 815,176 | 8.9% |
| Apogee Therapeutics Inc(APGE) | COM | 03770N101 | $81.4M | 2,048,647 | 7.3% |
| Enliven Therapeutics Inc(ELVN) | COM | 29337E102 | $76.0M | 3,711,444 | 6.8% |
| Viridian Therapeutics Inc(VRDN) | COM | 92790C104 | $74.7M | 3,459,913 | 6.7% |
| Oruka Therapeutics Inc(ORKA) | COM | 687604108 | $71.3M | 3,705,262 | 6.4% |
| Kiniksa Pharmaceuticals Intl(KNSA) | ORD SHS CL A | G52694109 | $68.8M | 1,772,839 | 6.2% |
| Scholar Rock Hldg Corp(SRRK) | COM | 80706P103 | $67.9M | 1,824,031 | 6.1% |
| Spyre Therapeutics Inc(SYRE) | COM NEW | 00773J202 | $67.3M | 4,018,101 | 6.1% |
| Nuvalent Inc(NUVL) | COM | 670703107 | $62.9M | 727,563 | 5.7% |
| Abivax SA(ABVX) | SPONSORED ADS | 00370M103 | $60.6M | 713,434 | 5.4% |
| Zenas Biopharma Inc(ZBIO) | COM | 98937L105 | $42.0M | 1,892,806 | 3.8% |
| Jade Biosciences Inc(JBIO) | COM NEW | 008064206 | $27.8M | 3,220,368 | 2.5% |
| Astria Therapeutics Inc(CATBUSD) | COM | 04635X102 | $25.9M | 3,554,129 | 2.3% |
| Crescent Biopharma Inc.(CBIO) | COM | G2545C104 | $16.5M | 1,387,866 | 1.5% |
| Inhibikase Therapeutics Inc(IKT) | COM NEW | 45719W205 | $9.9M | 6,125,000 | 0.9% |