Q1 2018 Holdings
Filed 2018-05-15 | 31 holdings | $100.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $29.8M | 364,776 | 29.8% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $29.8M | 250,000 | 29.8% |
| Codexis Inc(CDXS) | COM | 192005106 | $22.3M | 2,025,000 | 22.3% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $11.8M | 70,000 | 11.8% |
| Cytomx Therapeutics Inc(CTMX) | COM | 23284F105 | $5.9M | 207,500 | 5.9% |
| Loxo Oncology Inc | COM | 548862101 | $41.5K | 360,000 | 0.0% |
| Foundation Medicine Inc | COM | 350465100 | $41.0K | 520,000 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $40.3K | 250,000 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $31.9K | 348,000 | 0.0% |
| Spark Therapeutics Inc | COM | 84652J103 | $30.8K | 463,000 | 0.0% |
| Global Blood Therapeutics in | COM | 37890U108 | $29.0K | 600,000 | 0.0% |
| Myokardia Inc | COM | 62857M105 | $27.3K | 560,000 | 0.0% |
| Sangamo Therapeutics Inc(SGMO) | COM | 800677106 | $26.6K | 1,400,000 | 0.0% |
| Fate Therapeutics Inc(FATE) | COM | 31189P102 | $25.4K | 2,600,000 | 0.0% |
| Bluebird BIO Inc | COM | 09609G100 | $24.8K | 145,000 | 0.0% |
| Voyager Therapeutics Inc(VYGR) | COM | 92915B106 | $21.3K | 1,135,000 | 0.0% |
| Genmark Diagnostics Inc(GNMK) | COM | 372309104 | $20.9K | 3,850,000 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $16.9K | 71,500 | 0.0% |
| Evolent Health Inc(EVH) | CL A | 30050B101 | $15.8K | 1,110,000 | 0.0% |
| Jounce Therapeutics Inc(JNCEEUR) | COM | 481116101 | $14.2K | 635,000 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $13.5K | 450,000 | 0.0% |
| Ishares TR(IBB) | NASDAQ BIOTECH | 464287556 | $10.1K | 95,000 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $9.4K | 177,500 | 0.0% |
| Crispr Therapeutics AG(CRSP) | NAMEN AKT | H17182108 | $6.2K | 135,000 | 0.0% |
| Editas Medicine Inc(EDIT) | COM | 28106W103 | $4.4K | 133,333 | 0.0% |
| Neogen Corp(NEOG) | COM | 640491106 | $4.4K | 65,000 | 0.0% |
| Orasure Technologies Inc(OSUR) | COM | 68554V108 | $4.1K | 240,000 | 0.0% |
| Celgene Corp(CELG)Call | COM | 151020104 | $3.6K | 40,000 | 0.0% |
| ZAI LAB LTD(ZLAB) | ADR | 98887Q104 | $2.9K | 135,000 | 0.0% |
| Adverum Biotechnologies Inc(ADVMCHF) | COM | 00773U108 | $1.7K | 300,000 | 0.0% |
| Homology Medicines Inc | COM | 438083107 | $1.1K | 60,000 | 0.0% |