Q1 2024 Holdings
Filed 2024-05-15 | 38 holdings | $886.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $120.0M | 4,423,369 | 13.5% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $110.1M | 9,344,102 | 12.4% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $99.1M | 1,134,569 | 11.2% |
| Biogen Inc(BIIB) | COM | 09062X103 | $62.5M | 289,958 | 7.1% |
| United Therapeutics Corp(UTHR) | COM | 91307C102 | $61.5M | 267,759 | 6.9% |
| Staar Surgical Co(STAA) | COM PAR $0.01 | 852312305 | $52.8M | 1,379,590 | 6.0% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $44.7M | 2,414,943 | 5.0% |
| Prothena Corp PLC(PRTA) | SHS | G72800108 | $41.2M | 1,663,448 | 4.6% |
| Iovance Biotherapeutics Inc(IOVA) | COM | 462260100 | $31.3M | 2,112,811 | 3.5% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $27.3M | 182,766 | 3.1% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $26.1M | 201,265 | 2.9% |
| Revance Therapeutics Inc(RVNCEUR) | COM | 761330109 | $25.8M | 5,248,004 | 2.9% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $18.8M | 1,005,776 | 2.1% |
| Anaptysbio Inc(ANAB) | COM | 032724106 | $18.0M | 799,906 | 2.0% |
| Ehealth Inc(EHTH) | COM | 28238P109 | $16.4M | 2,715,681 | 1.8% |
| Align Technology Inc(ALGN) | COM | 016255101 | $16.1M | 49,105 | 1.8% |
| Alkermes PLC(ALKS) | SHS | G01767105 | $13.4M | 495,592 | 1.5% |
| Acelyrin Inc | COM | 00445A100 | $11.6M | 1,715,180 | 1.3% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $10.8M | 750,371 | 1.2% |
| Syndax Pharmaceuticals Inc(SNDX) | COM | 87164F105 | $9.6M | 405,193 | 1.1% |
| Novocure LTD(NVCR) | ORD SHS | G6674U108 | $8.8M | 561,908 | 1.0% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $7.8M | 111,717 | 0.9% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $7.7M | 5,102,193 | 0.9% |
| Verve Therapeutics Inc | COM | 92539P101 | $7.6M | 575,817 | 0.9% |
| Gossamer BIO Inc(GOSS) | COM | 38341P102 | $7.5M | 6,391,775 | 0.9% |
| Elevation Oncology Inc | COM | 28623U101 | $6.9M | 1,346,666 | 0.8% |
| Bluebird BIO Inc | COM | 09609G100 | $5.8M | 4,560,171 | 0.7% |
| Relmada Therapeutics Inc(RLMD) | COM | 75955J402 | $3.4M | 732,400 | 0.4% |
| Nuvation BIO Inc(NUVB) | COM | 67080N101 | $2.8M | 772,652 | 0.3% |
| Taysha Gene Therapies Inc(TSHA) | COM SHS | 877619106 | $2.3M | 811,268 | 0.3% |
| Stoke Therapeutics Inc(STOK) | COM | 86150R107 | $1.7M | 125,861 | 0.2% |
| Mirum Pharmaceuticals Inc(MIRM) | COM | 604749101 | $1.6M | 64,700 | 0.2% |
| Humana Inc(HUM) | COM | 444859102 | $1.4M | 3,985 | 0.2% |
| Vyne Therapeutics Inc(VYNE) | COM | 92941V308 | $1.4M | 445,434 | 0.2% |
| Travere Therapeutics Inc(TVTX) | COM | 89422G107 | $853.6K | 110,719 | 0.1% |
| Aldeyra Therapeutics Inc(ALDX) | COM | 01438T106 | $737.3K | 225,465 | 0.1% |
| Aclaris Therapeutics Inc(ACRS) | COM | 00461U105 | $706.6K | 569,832 | 0.1% |
| Urogen Pharma LTD(URGN) | COM | M96088105 | $367.5K | 24,500 | 0.0% |