Q4 2024 Holdings
Filed 2025-02-14 | 21 holdings | $244.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $22.4M | 31,500 | 9.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $20.5M | 141,572 | 8.4% |
| Royalty Pharma PLC(RPRX) | SHS CLASS A | G7709Q104 | $19.5M | 764,859 | 8.0% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $18.1M | 101,996 | 7.4% |
| Ultragenyx Pharmaceutical in(RARE) | COM | 90400D108 | $17.1M | 406,803 | 7.0% |
| Bridgebio Pharma Inc(BBIO) | COM | 10806X102 | $15.4M | 560,344 | 6.3% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $15.1M | 124,256 | 6.2% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $14.6M | 210,884 | 6.0% |
| Teva Pharmaceutical Inds LTD(TEVA) | SPONSORED ADS | 881624209 | $12.9M | 584,883 | 5.3% |
| Viridian Therapeutics Inc(VRDN) | COM | 92790C104 | $12.1M | 628,677 | 4.9% |
| Amgen Inc(AMGN) | COM | 031162100 | $9.9M | 38,090 | 4.1% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $9.9M | 301,623 | 4.1% |
| Vera Therapeutics Inc(VERA) | CL A | 92337R101 | $9.0M | 212,696 | 3.7% |
| Newamsterdam Pharma Company(NAMS) | ORDINARY SHARES | N62509109 | $8.7M | 337,152 | 3.6% |
| Moderna Inc(MRNA) | COM | 60770K107 | $8.2M | 197,500 | 3.4% |
| Perrigo Co PLC(PRGO) | SHS | G97822103 | $7.6M | 294,517 | 3.1% |
| Janux Therapeutics Inc(JANX) | COM | 47103J105 | $6.4M | 120,000 | 2.6% |
| Akero Therapeutics Inc(AKRO) | COM | 00973Y108 | $6.4M | 230,000 | 2.6% |
| Tarsus Pharmaceuticals Inc(TARS) | COM | 87650L103 | $6.2M | 112,500 | 2.6% |
| Centessa Pharmaceuticals PLC(CNTA) | SPONSORED ADS | 152309100 | $2.5M | 147,076 | 1.0% |
| Neumora Therapeutics Inc.(NMRA) | COM | 640979100 | $1.6M | 150,000 | 0.7% |