Q4 2022 Holdings
Filed 2023-02-14 | 13 holdings | $266.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Arrowhead Pharmaceuticals in(ARWR) | COM | 04280A100 | $44.8M | 1,103,515 | 16.8% |
| S&P Biotech ETF TR(XBI)Put | UNIT | 78464A870 | $41.5M | 500,000 | 15.6% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $25.5M | 581,768 | 9.6% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $23.1M | 673,941 | 8.7% |
| Merus N V | COM | N5749R100 | $22.2M | 1,432,109 | 8.3% |
| Regenxbio Inc(RGNX) | COM | 75901B107 | $20.4M | 897,684 | 7.6% |
| Silence Therapeutics PLC(SLN) | ADS | 82686Q101 | $19.6M | 1,284,133 | 7.4% |
| Kymera Therapeutics Inc(KYMR) | COM | 501575104 | $15.7M | 629,411 | 5.9% |
| Amryt Pharma PLC | SPONSORED ADS | 03217L106 | $15.3M | 2,098,993 | 5.8% |
| Uniqure NV(QURE) | SHS | N90064101 | $14.2M | 624,854 | 5.3% |
| Genmab A/S(GMAB) | SPONSORED ADS | 372303206 | $10.3M | 242,848 | 3.9% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $9.1M | 24,000 | 3.4% |
| Pieris Pharmaceuticals Inc | COM | 720795103 | $4.7M | 4,552,876 | 1.8% |