Q1 2023 Holdings
Filed 2023-05-15 | 30 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $178.0M | 1,831,035 | 14.8% |
| Revance Therapeutics Inc(RVNCEUR) | COM | 761330109 | $169.8M | 5,270,209 | 14.1% |
| United Therapeutics Corp(UTHR) | COM | 91307C102 | $140.5M | 627,514 | 11.6% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $116.7M | 10,524,022 | 9.7% |
| Biogen Inc(BIIB) | COM | 09062X103 | $106.0M | 381,282 | 8.8% |
| Insmed Inc(INSM) | COM | 457669307 | $100.4M | 5,889,491 | 8.3% |
| Staar Surgical Co(STAA) | COM | 852312305 | $86.2M | 1,347,322 | 7.1% |
| Prothena Corp PLC(PRTA) | COM | G72800108 | $80.6M | 1,663,777 | 6.7% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $45.3M | 2,405,793 | 3.8% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $36.1M | 859,517 | 3.0% |
| Ehealth Inc(EHTH) | COM | 28238P109 | $25.2M | 2,689,379 | 2.1% |
| Align Technology Inc(ALGN) | COM | 016255101 | $24.9M | 74,605 | 2.1% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $22.1M | 5,675,876 | 1.8% |
| Alkermes PLC(ALKS) | COM | G01767105 | $17.0M | 603,400 | 1.4% |
| Syndax Pharmaceuticals Inc(SNDX) | COM | 87164F105 | $12.9M | 612,600 | 1.1% |
| Provention BIO Inc(PRVBUSD) | COM | 74374N102 | $9.4M | 390,800 | 0.8% |
| Anaptysbio Inc(ANAB) | COM | 032724106 | $9.4M | 431,224 | 0.8% |
| Gossamer BIO Inc(GOSS) | COM | 38341P102 | $4.4M | 3,465,152 | 0.4% |
| Cytokinetics Inc(CYTK) | COM | 23282W605 | $3.9M | 111,717 | 0.3% |
| Travere Therapeutics Inc(TVTX) | COM | 89422G107 | $3.7M | 166,069 | 0.3% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $3.3M | 482,697 | 0.3% |
| Kezar Life Sciences Inc | COM | 49372L100 | $2.1M | 656,200 | 0.2% |
| Novocure LTD(NVCR) | COM | G6674U108 | $2.0M | 32,790 | 0.2% |
| Gritstone Oncology Inc(2JQ) | COM | 39868T105 | $1.9M | 666,127 | 0.2% |
| Aldeyra Therapeutics Inc(ALDX) | COM | 01438T106 | $1.6M | 160,800 | 0.1% |
| Mirum Pharmaceuticals Inc(MIRM) | COM | 604749101 | $1.6M | 64,700 | 0.1% |
| Relmada Therapeutics Inc(RLMD) | COM | 75955J402 | $1.2M | 542,100 | 0.1% |
| Tactile Systems Technology I(TCMD) | COM | 87357P100 | $445.0K | 27,100 | 0.0% |
| Peak BIO Inc | COM | 70470P108 | $314.1K | 497,528 | 0.0% |
| Urogen Pharma LTD(URGN) | COM | M96088105 | $226.4K | 24,500 | 0.0% |