Q3 2023 Holdings
Filed 2023-11-14 | 12 holdings | $110.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Arrowhead Pharmaceuticals in(ARWR) | COM | 04280A100 | $24.4M | 908,474 | 22.1% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $19.0M | 379,090 | 17.3% |
| Regenxbio Inc(RGNX) | COM | 75901B107 | $13.9M | 847,424 | 12.6% |
| Silence Therapeutics PLC(SLN) | ADS | 82686Q101 | $12.9M | 1,312,233 | 11.7% |
| Kymera Therapeutics Inc(KYMR) | COM | 501575104 | $10.9M | 782,219 | 9.9% |
| Merus N V | COM | N5749R100 | $10.1M | 430,109 | 9.2% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $9.6M | 489,153 | 8.7% |
| C4 Therapeutics Inc(CCCC) | COM STK | 12529R107 | $3.7M | 1,990,334 | 3.4% |
| Genmab A/S(GMAB) | SPONSORED ADS | 372303206 | $1.8M | 52,148 | 1.7% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $1.8M | 3,715 | 1.7% |
| Olema Pharmaceuticals Inc(OLMA) | COM | 68062P106 | $1.1M | 88,875 | 1.0% |
| Pieris Pharmaceuticals Inc | COM | 720795103 | $984.4K | 3,303,190 | 0.9% |