Q1 2026 Holdings
Filed 2026-05-15 | 47 holdings | $2.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Praxis Precision Medicines I(PRAX) | COM NEW | 74006W207 | $285.3M | 885,500 | 14.3% |
| Bridgebio Oncology Therapeut(BBOT) | COM NEW | 107924102 | $160.0M | 17,878,594 | 8.0% |
| Eyepoint Inc(EYPT) | COM NEW | 30233G209 | $106.5M | 8,265,000 | 5.4% |
| Edgewise Therapeutics Inc(EWTX) | COM | 28036F105 | $102.7M | 3,260,000 | 5.2% |
| Erasca Inc(ERAS) | COM | 29479A108 | $93.8M | 5,800,000 | 4.7% |
| Rapport Therapeutics Inc(RAPP) | COM | 75383L102 | $92.5M | 2,957,521 | 4.6% |
| Alumis Inc(ALMS) | COM | 022307102 | $87.0M | 3,949,241 | 4.4% |
| Abivax SA(ABVX) | SPONSORED ADS | 00370M103 | $84.6M | 760,000 | 4.3% |
| Moonlake Immunotherapeutics(MLTX) | CLASS A ORD | 61559X104 | $83.5M | 4,480,433 | 4.2% |
| Dianthus Therapeutics Inc(DNTH) | COM | 252828108 | $79.7M | 950,000 | 4.0% |
| Bright Minds Biosciences Inc(DRUG) | COM NEW | 10919W405 | $77.3M | 1,059,331 | 3.9% |
| Bridgebio Pharma Inc(BBIO) | COM | 10806X102 | $63.1M | 850,000 | 3.2% |
| Olema Pharmaceuticals Inc(OLMA) | COM | 68062P106 | $58.1M | 3,900,000 | 2.9% |
| Bioage Labs Inc(BIOA) | COM | 09077V100 | $50.6M | 2,890,605 | 2.5% |
| Centessa Pharmaceuticals PLC(CNTA) | SPONSORED ADS | 152309100 | $41.7M | 1,050,000 | 2.1% |
| Damora Therapeutics Inc(GLTO) | COM NEW | 36322Q206 | $39.5M | 1,525,000 | 2.0% |
| MBX Biosciences Inc(MBX) | COM | 55287L101 | $33.4M | 1,120,000 | 1.7% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $31.1M | 190,000 | 1.6% |
| Newamsterdam Pharma Company(NAMS) | ORDINARY SHARES | N62509109 | $30.4M | 950,000 | 1.5% |
| Tango Therapeutics Inc(TNGX) | COM | 87583X109 | $29.8M | 1,425,000 | 1.5% |
| Pharvaris N V(PHVS) | COM | N69605108 | $28.3M | 1,000,000 | 1.4% |
| Oruka Therapeutics Inc(ORKA) | COM | 687604108 | $26.2M | 533,340 | 1.3% |
| Agomab Therapeutics NV(AGMB) | SPONSORED ADS | 00860C102 | $25.9M | 2,465,348 | 1.3% |
| Maze Therapeutics Inc(MAZE) | COM | 578784100 | $22.4M | 750,000 | 1.1% |
| Corbus Pharmaceuticals Hldgs(CRBP) | COM NEW | 21833P301 | $22.0M | 2,344,971 | 1.1% |
| Ascendis Pharma A/S(ASND) | SPONSORED ADR | 04351P101 | $21.7M | 95,000 | 1.1% |
| Roivant Sciences LTD(ROIV) | SHS | G76279101 | $20.8M | 750,000 | 1.0% |
| Adlai Nortye LTD(ANL) | SPONSORED ADS | 00704R109 | $20.1M | 2,897,857 | 1.0% |
| Terns Pharmaceuticals Inc(TERN) | COM | 880881107 | $15.8M | 300,000 | 0.8% |
| Tarsus Pharmaceuticals Inc(TARS) | COM | 87650L103 | $15.8M | 225,000 | 0.8% |
| Biohaven LTD(BHVN) | COM | G1110E107 | $14.9M | 1,760,000 | 0.7% |
| Cabaletta BIO Inc(CABA) | COM | 12674W109 | $14.8M | 5,500,000 | 0.7% |
| Helix Acquisition Corp III | USD CL A ORD SHS | G4444S107 | $13.2M | 1,297,500 | 0.7% |
| Arcutis Biotherapeutics Inc(ARQT) | COM | 03969K108 | $10.6M | 450,000 | 0.5% |
| Sensei Biotherapeutics Inc(SNSE) | COM NEW | 81728A207 | $9.7M | 306,222 | 0.5% |
| Crinetics Pharmaceuticals in(CRNX) | COM | 22663K107 | $9.1M | 250,000 | 0.5% |
| Zura BIO LTD(ZURA) | CLASS A ORD SHS | G9TY5A101 | $8.6M | 1,450,000 | 0.4% |
| Axsome Therapeutics Inc.(AXSM) | COM | 05464T104 | $8.5M | 50,000 | 0.4% |
| Structure Therapeutics Inc(GPCR) | SPONSORED ADS | 86366E106 | $8.4M | 175,000 | 0.4% |
| Cogent Biosciences Inc(COGT) | COM | 19240Q201 | $7.7M | 200,000 | 0.4% |
| Olema Pharmaceuticals Inc(OLMA)Call | COM | 68062P106 | $7.5M | 500,000 | 0.4% |
| Monte Rosa Therapeutics Inc(GLUE) | COM | 61225M102 | $6.6M | 400,000 | 0.3% |
| Arrowhead Pharmaceuticals in(ARWR) | COM | 04280A100 | $6.3M | 100,000 | 0.3% |
| Vaxcyte Inc(PCVX) | COM | 92243G108 | $5.8M | 100,000 | 0.3% |
| Amylyx Pharmaceuticals Inc(AMLX) | COM | 03237H101 | $4.9M | 350,000 | 0.2% |
| Rallybio Corp(RLYB) | COM | 75120L209 | $3.6M | 400,000 | 0.2% |
| Context Therapeutics Inc(CNTX) | COM | 21077P108 | $1.4M | 529,550 | 0.1% |