Q1 2026 Holdings
Filed 2026-05-15 | 100 holdings | $1.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $117.6M | 1,209,465 | 6.9% |
| ELI Lilly & Co(LLY) | COM | 532457108 | $90.8M | 98,700 | 5.4% |
| Madrigal Pharmaceuticals Inc(MDGL) | COM | 558868105 | $89.5M | 170,999 | 5.3% |
| Mirum Pharmaceuticals Inc(MIRM) | COM | 604749101 | $74.9M | 811,294 | 4.4% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $71.9M | 98,500 | 4.2% |
| Rhythm Pharmaceuticals Inc(RYTM) | COM | 76243J105 | $60.0M | 689,748 | 3.5% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $51.4M | 314,300 | 3.0% |
| Ascendis Pharma A/S(ASND) | SPONSORED ADR | 04351P101 | $44.4M | 194,000 | 2.6% |
| Xenon Pharmaceuticals Inc(XENE) | COM | 98420N105 | $44.4M | 763,020 | 2.6% |
| Travere Therapeutics Inc(TVTX) | COM | 89422G107 | $43.9M | 1,477,954 | 2.6% |
| Kymera Therapeutics Inc(KYMR) | COM | 501575104 | $41.4M | 496,871 | 2.4% |
| Penumbra Inc(PEN) | COM | 70975L107 | $39.6M | 120,500 | 2.3% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $37.8M | 82,000 | 2.2% |
| Scholar Rock Hldg Corp(SRRK) | COM | 80706P103 | $36.4M | 739,816 | 2.1% |
| Enliven Therapeutics Inc(ELVN) | COM | 29337E102 | $32.4M | 826,500 | 1.9% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $32.3M | 515,300 | 1.9% |
| Irhythm Holdings Inc(IRTC) | COM | 450056106 | $30.9M | 261,750 | 1.8% |
| Structure Therapeutics Inc(GPCR) | SPONSORED ADS | 86366E106 | $30.9M | 640,217 | 1.8% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $27.0M | 799,163 | 1.6% |
| Ultragenyx Pharmaceutical in(RARE) | COM | 90400D108 | $25.5M | 1,218,773 | 1.5% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $24.5M | 74,000 | 1.4% |
| Cogent Biosciences Inc(COGT) | COM | 19240Q201 | $24.0M | 624,155 | 1.4% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $23.6M | 125,000 | 1.4% |
| Dexcom Inc(DXCM) | COM | 252131107 | $22.3M | 355,600 | 1.3% |
| Celldex Therapeutics Inc New(CLDX) | COM NEW | 15117B202 | $20.6M | 650,270 | 1.2% |
| Vera Therapeutics Inc(VERA) | CL A | 92337R101 | $20.3M | 503,585 | 1.2% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $19.8M | 150,450 | 1.2% |
| Arcellx Inc(ACLX) | COMMON STOCK | 03940C100 | $19.5M | 169,859 | 1.1% |
| Newamsterdam Pharma Company(NAMS) | ORDINARY SHARES | N62509109 | $18.8M | 588,794 | 1.1% |
| Pharvaris N V(PHVS) | COM | N69605108 | $18.2M | 645,533 | 1.1% |
| Erasca Inc(ERAS) | COM | 29479A108 | $17.9M | 1,103,469 | 1.1% |
| Dyne Therapeutics Inc(DYN) | COM | 26818M108 | $17.6M | 972,198 | 1.0% |
| Compass Therapeutics Inc(CMPX) | COM | 20454B104 | $17.5M | 3,305,308 | 1.0% |
| Aclaris Therapeutics Inc(ACRS) | COM | 00461U105 | $16.8M | 4,472,650 | 1.0% |
| Tarsus Pharmaceuticals Inc(TARS) | COM | 87650L103 | $15.8M | 225,179 | 0.9% |
| Minimed Group Inc(MMED) | COM | 60365F109 | $15.7M | 1,055,000 | 0.9% |
| ZAI LAB LTD(ZLAB) | ADR | 98887Q104 | $15.3M | 814,707 | 0.9% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $14.3M | 53,000 | 0.8% |
| Centessa Pharmaceuticals PLC(CNTA) | SPONSORED ADS | 152309100 | $14.0M | 351,828 | 0.8% |
| Heartflow Inc(HTFL) | COM | 42238D107 | $13.9M | 572,500 | 0.8% |
| Ardelyx Inc(ARDX) | COM | 039697107 | $13.8M | 2,299,473 | 0.8% |
| Summit Therapeutics Inc(SMMT) | COM | 86627T108 | $13.5M | 710,000 | 0.8% |
| Azenta Inc(AZTA) | COM | 114340102 | $12.0M | 569,100 | 0.7% |
| Mineralys Therapeutics Inc(MLYS) | COM | 603170101 | $11.9M | 439,751 | 0.7% |
| Danaher Corp del(DHR) | COM | 235851102 | $11.7M | 61,500 | 0.7% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $11.0M | 161,798 | 0.6% |
| Caris Life Sciences Inc(CAI) | COM | 142152107 | $10.1M | 563,000 | 0.6% |
| Zenas Biopharma Inc(ZBIO) | COM | 98937L105 | $9.8M | 502,077 | 0.6% |
| Bicara Therapeutics Inc(BCAX) | COM | 055477103 | $9.7M | 489,095 | 0.6% |
| Bridgebio Pharma Inc(BBIO) | COM | 10806X102 | $9.5M | 128,250 | 0.6% |