Q1 2023 Holdings
Filed 2023-05-15 | 60 holdings | $4.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ultragenyx Pharmaceutical in(RARE) | COM | 90400D108 | $171.3M | 4,270,996 | 3.6% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $179.7M | 482,195 | 3.7% |
| Penumbra Inc(PEN) | COM | 70975L107 | $187.7M | 673,371 | 3.9% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $233.2M | 3,780,855 | 4.9% |
| Masimo Corp(MASI) | COM | 574795100 | $277.1M | 1,501,493 | 5.8% |
| Immunocore Hldgs PLC(IMCR) | ADS | 45258D105 | $279.3M | 5,649,943 | 5.8% |
| Rocket Pharmaceuticals Inc(RCKT) | COM | 77313F106 | $303.0M | 17,687,772 | 6.3% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $337.2M | 1,683,362 | 7.0% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $343.6M | 7,093,298 | 7.2% |
| Prometheus Biosciences Inc | COM | 74349U108 | $351.2M | 3,272,104 | 7.3% |