Q1 2026 Holdings
Filed 2026-05-07 | 9 holdings | $336.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| MeiraGTx Holdings plc(MGTX) | COM | G59665102 | $105.6M | 12,197,737 | 31.4% |
| Inhibrx Biosciences, Inc.(INBX) | COM | 45720N103 | $77.8M | 1,157,926 | 23.2% |
| Novavax(NVAX) | COM NEW | 670002401 | $56.0M | 6,880,481 | 16.7% |
| AnaptysBio(ANAB) | COM | 032724106 | $30.4M | 821,917 | 9.0% |
| Agomab Therapeutics NV(AGMB) | SPONSORED ADS | 00860C102 | $29.2M | 2,783,096 | 8.7% |
| MapLight Therapeutics Inc.(MPLT) | COM | 56565P103 | $18.5M | 912,041 | 5.5% |
| Immuneering Corp(IMRX) | CLASS A COM | 45254E107 | $14.3M | 2,708,559 | 4.2% |
| Eledon(ELDN) | COM | 28617K101 | $2.5M | 814,980 | 0.7% |
| Q32 Bio Inc.(QTTB) | COM | 746964105 | $1.6M | 244,083 | 0.5% |