Q1 2024 Holdings
Filed 2024-05-15 | 10 holdings | $133.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Arrowhead Pharmaceuticals in(ARWR) | COM | 04280A100 | $26.0M | 908,474 | 19.5% |
| Regenxbio Inc(RGNX) | COM | 75901B107 | $19.1M | 906,248 | 14.3% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $17.3M | 182,151 | 13.0% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $16.8M | 405,766 | 12.6% |
| Kymera Therapeutics Inc(KYMR) | COM | 501575104 | $15.6M | 388,743 | 11.7% |
| Silence Therapeutics PLC(SLN) | ADS | 82686Q101 | $12.4M | 574,214 | 9.3% |
| Merus N V | COM | N5749R100 | $11.5M | 255,109 | 8.6% |
| Sutro Biopharma Inc | COM | 869367102 | $6.6M | 1,165,466 | 4.9% |
| Precision Biosciences Inc(DTIL) | COM NEW | 74019P207 | $5.2M | 385,440 | 3.9% |
| Repare Therapeutics Inc(RPTX) | COM | 760273102 | $3.0M | 633,271 | 2.2% |