Q2 2023 Holdings
Filed 2023-08-14 | 30 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 | $158.7M | 1,831,035 | 12.8% |
| United Therapeutics Corp(UTHR) | COM | 91307C102 | $138.5M | 627,514 | 11.2% |
| Revance Therapeutics Inc(RVNCEUR) | COM | 761330109 | $132.3M | 5,228,609 | 10.7% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $132.2M | 10,524,022 | 10.7% |
| Insmed Inc(INSM) | COM | 457669307 | $124.3M | 5,889,491 | 10.0% |
| Prothena Corp PLC(PRTA) | COM | G72800108 | $113.2M | 1,657,458 | 9.1% |
| Biogen Inc(BIIB) | COM | 09062X103 | $108.6M | 381,282 | 8.8% |
| Staar Surgical Co(STAA) | COM | 852312305 | $72.3M | 1,374,822 | 5.8% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $57.6M | 2,405,793 | 4.7% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $40.4M | 859,517 | 3.3% |
| Align Technology Inc(ALGN) | COM | 016255101 | $26.4M | 74,605 | 2.1% |
| Novocure LTD(NVCR) | COM | G6674U108 | $24.0M | 578,118 | 1.9% |
| Ehealth Inc(EHTH) | COM | 28238P109 | $22.0M | 2,739,379 | 1.8% |
| Alkermes PLC(ALKS) | COM | G01767105 | $18.9M | 603,400 | 1.5% |
| Syndax Pharmaceuticals Inc(SNDX) | COM | 87164F105 | $12.8M | 612,600 | 1.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $10.8M | 94,030 | 0.9% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $10.2M | 5,675,876 | 0.8% |
| Anaptysbio Inc(ANAB) | COM | 032724106 | $8.8M | 431,224 | 0.7% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $4.7M | 186,259 | 0.4% |
| Gossamer BIO Inc(GOSS) | COM | 38341P102 | $4.2M | 3,465,152 | 0.3% |
| Cytokinetics Inc(CYTK) | COM | 23282W605 | $3.6M | 111,717 | 0.3% |
| Travere Therapeutics Inc(TVTX) | COM | 89422G107 | $2.6M | 166,069 | 0.2% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $2.1M | 324,073 | 0.2% |
| Relmada Therapeutics Inc(RLMD) | COM | 75955J402 | $1.8M | 732,400 | 0.1% |
| Mirum Pharmaceuticals Inc(MIRM) | COM | 604749101 | $1.7M | 64,700 | 0.1% |
| Kezar Life Sciences Inc | COM | 49372L100 | $1.6M | 656,200 | 0.1% |
| Aldeyra Therapeutics Inc(ALDX) | COM | 01438T106 | $1.3M | 160,800 | 0.1% |
| Gritstone Oncology Inc(2JQ) | COM | 39868T105 | $1.3M | 666,127 | 0.1% |
| Tactile Systems Technology I(TCMD) | COM | 87357P100 | $675.6K | 27,100 | 0.1% |
| Urogen Pharma LTD(URGN) | COM | M96088105 | $253.6K | 24,500 | 0.0% |