Q4 2022 Holdings
Filed 2023-02-14 | 29 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $195.2M | 1,885,811 | 16.6% |
| United Therapeutics Corp(UTHR) | COM | 91307C102 | $173.9M | 625,414 | 14.8% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $128.1M | 10,493,722 | 10.9% |
| Insmed Inc(INSM) | COM | 457669307 | $117.3M | 5,871,291 | 10.0% |
| Biogen Inc(BIIB) | COM | 09062X103 | $105.3M | 380,082 | 9.0% |
| Prothena Corp PLC(PRTA) | COM | G72800108 | $99.9M | 1,658,577 | 8.5% |
| Revance Therapeutics Inc(RVNCEUR) | COM | 761330109 | $97.5M | 5,283,609 | 8.3% |
| Staar Surgical Co(STAA) | COM | 852312305 | $60.2M | 1,240,077 | 5.1% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $37.8M | 2,376,369 | 3.2% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $32.7M | 856,517 | 2.8% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $19.2M | 5,655,676 | 1.6% |
| Alkermes PLC(ALKS) | COM | G01767105 | $15.8M | 603,400 | 1.3% |
| Align Technology Inc(ALGN) | COM | 016255101 | $15.7M | 74,605 | 1.3% |
| Syndax Pharmaceuticals Inc(SNDX) | COM | 87164F105 | $15.6M | 612,600 | 1.3% |
| Anaptysbio Inc(ANAB) | COM | 032724106 | $13.4M | 431,024 | 1.1% |
| Ehealth Inc(EHTH) | COM | 28238P109 | $12.0M | 2,484,479 | 1.0% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $8.0M | 1,087,607 | 0.7% |
| Cytokinetics Inc(CYTK) | COM | 23282W605 | $5.1M | 111,717 | 0.4% |
| Kezar Life Sciences Inc | COM | 49372L100 | $4.6M | 656,200 | 0.4% |
| Provention BIO Inc(PRVBUSD) | COM | 74374N102 | $4.1M | 390,800 | 0.4% |
| Travere Therapeutics Inc(TVTX) | COM | 89422G107 | $3.5M | 166,069 | 0.3% |
| Gritstone Oncology Inc(2JQ) | COM | 39868T105 | $2.3M | 666,127 | 0.2% |
| Peak BIO Inc | COM | 70470P108 | $2.0M | 497,528 | 0.2% |
| Mirum Pharmaceuticals Inc(MIRM) | COM | 604749101 | $1.3M | 64,700 | 0.1% |
| Aldeyra Therapeutics Inc(ALDX) | COM | 01438T106 | $1.1M | 160,800 | 0.1% |
| Alimera Sciences Inc | COM | 016259202 | $544.5K | 200,919 | 0.0% |
| Tactile Systems Technology I(TCMD) | COM | 87357P100 | $311.1K | 27,100 | 0.0% |
| Urogen Pharma LTD(URGN) | COM | M96088105 | $217.3K | 24,500 | 0.0% |
| Gossamer BIO Inc(GOSS) | COM | 38341P102 | $81.9K | 37,750 | 0.0% |