Q1 2026 Holdings
Filed 2026-05-15 | 88 holdings | $10.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Madrigal Pharmaceuticals Inc(MDGL) | COM | 558868105 | $1.0B | 1,993,687 | 10.4% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $791.9M | 4,842,880 | 7.9% |
| Protagonist Therapeutics Inc(PTGX) | COM | 74366E102 | $533.2M | 5,059,053 | 5.3% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $527.8M | 7,746,415 | 5.3% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $518.1M | 709,446 | 5.2% |
| CG Oncology Inc(CGON) | COM | 156944100 | $472.7M | 6,984,808 | 4.7% |
| Celcuity Inc(CELC) | COM | 15102K100 | $346.9M | 3,039,621 | 3.5% |
| Tango Therapeutics Inc(TNGX) | COM | 87583X109 | $278.2M | 13,300,620 | 2.8% |
| Erasca Inc(ERAS) | COM | 29479A108 | $261.4M | 16,157,175 | 2.6% |
| Natera Inc(NTRA) | COM | 632307104 | $250.0M | 1,250,000 | 2.5% |
| Radnet Inc(RDNT) | COM | 750491102 | $239.5M | 4,285,000 | 2.4% |
| Tarsus Pharmaceuticals Inc(TARS) | COM | 87650L103 | $234.7M | 3,346,025 | 2.3% |
| Apogee Therapeutics Inc(APGE) | COM | 03770N101 | $234.2M | 2,782,097 | 2.3% |
| Spyre Therapeutics Inc(SYRE) | COM NEW | 00773J202 | $210.4M | 4,171,996 | 2.1% |
| Cogent Biosciences Inc(COGT) | COM | 19240Q201 | $210.1M | 5,458,675 | 2.1% |
| Irhythm Holdings Inc(IRTC) | COM | 450056106 | $196.9M | 1,668,500 | 2.0% |
| Stoke Therapeutics Inc(STOK) | COM | 86150R107 | $183.1M | 5,623,525 | 1.8% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $179.4M | 2,721,158 | 1.8% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $159.0M | 7,144,524 | 1.6% |
| Establishment Labs Hldgs Inc(ESTA) | COM | G31249108 | $150.8M | 2,655,695 | 1.5% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $148.2M | 3,685,045 | 1.5% |
| Immunocore Hldgs PLC(IMCR) | ADS | 45258D105 | $146.8M | 4,869,798 | 1.5% |
| Repligen Corp(RGEN) | COM | 759916109 | $142.1M | 1,206,000 | 1.4% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $139.9M | 1,062,072 | 1.4% |
| Guardant Health Inc(GH) | COM | 40131M109 | $136.8M | 1,481,033 | 1.4% |
| Immatics N.v(IMTX) | SHS | N44445109 | $126.6M | 12,869,340 | 1.3% |
| ZAI LAB LTD(ZLAB) | ADR | 98887Q104 | $123.7M | 6,574,032 | 1.2% |
| Belite BIO Inc(BLTE) | SPONSORED ADS | 07782B104 | $114.1M | 715,332 | 1.1% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $101.4M | 220,000 | 1.0% |
| Oruka Therapeutics Inc(ORKA) | COM | 687604108 | $101.0M | 2,058,148 | 1.0% |
| GH Research PLC(GHRS) | ORDINARY SHARES | G3855L106 | $83.4M | 5,933,815 | 0.8% |
| Xencor Inc(XNCR) | COM | 98401F105 | $81.7M | 6,777,461 | 0.8% |
| Urogen Pharma LTD(URGN) | COM | M96088105 | $81.7M | 4,543,895 | 0.8% |
| Centessa Pharmaceuticals PLC(CNTA) | SPONSORED ADS | 152309100 | $81.6M | 2,054,175 | 0.8% |
| Immunovant Inc(IMVT) | COM | 45258J102 | $78.9M | 3,177,849 | 0.8% |
| Ultragenyx Pharmaceutical in(RARE) | COM | 90400D108 | $76.4M | 3,648,795 | 0.8% |
| Hinge Health Inc(HNGE) | CL A | 433313103 | $74.4M | 1,930,000 | 0.7% |
| Castle Biosciences Inc(CSTL) | COM | 14843C105 | $67.7M | 2,758,335 | 0.7% |
| Rocket Pharmaceuticals Inc(RCKT) | COM | 77313F106 | $63.3M | 17,687,772 | 0.6% |
| Taysha Gene Therapies Inc(TSHA) | COM SHS | 877619106 | $61.2M | 13,680,248 | 0.6% |
| Alkermes PLC(ALKS) | SHS | G01767105 | $59.1M | 1,672,356 | 0.6% |
| Compass Pathways PLC(CMPS) | SPONSORED ADS | 20451W101 | $58.8M | 10,632,390 | 0.6% |
| Kodiak Sciences Inc(KOD) | COM | 50015M109 | $56.7M | 1,487,934 | 0.6% |
| Replimune Group Inc(REPL) | COM | 76029N106 | $56.3M | 7,356,916 | 0.6% |
| Crinetics Pharmaceuticals in(CRNX) | COM | 22663K107 | $52.7M | 1,451,326 | 0.5% |
| Uniqure NV(QURE) | SHS | N90064101 | $42.3M | 2,586,356 | 0.4% |
| Waystar Hldg Corp(WAY) | COM | 946784105 | $39.3M | 1,630,000 | 0.4% |
| Arrowhead Pharmaceuticals in(ARWR) | COM | 04280A100 | $36.7M | 585,682 | 0.4% |
| Orchestra Biomed Hldgs Inc(OBIO) | COM | 68572M106 | $35.3M | 8,306,063 | 0.4% |
| Verastem Inc(VSTM) | COM NEW | 92337C203 | $34.9M | 6,576,306 | 0.3% |